MRKT Matrix Stocks End Choppy Week Slightly Lower
Jan 16, 2026
Trump's remarks stirred the market by pushing Treasury yields to a four-month high. The Fed faces turbulent changes, with discussions around interest rate positions highlighting upcoming challenges. Earnings season reveals mixed results for the S&P 500, while JPMorgan aims to tap into the growing private market trend. In a bold proposal, the White House suggests allowing 401(k) withdrawals for home down payments. All of these factors could significantly influence market movements in the coming weeks.
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Politics Can Move Bond Markets Fast
- Donald Trump's comments shifting Fed chair odds immediately moved market expectations and bond yields higher.
- Markets priced fewer near-term rate cuts, lifting long-term Treasury yields above the recent range.
Tech Strength Offsets Banking Weakness
- Chip stocks, led by Taiwan Semiconductor, helped cushion the market after strong earnings and a $250 billion Taiwan investment pledge.
- Banking stocks weighed on sentiment amid debates over proposed credit card rate caps.
Yields React To Fed Leadership Signals
- Yields jumped above 4% for the first time since September after the Hassett comments.
- The market sees fewer rate cuts leading to sustained higher longer-term yields.