Tech Rebound Soothes Greenland-Induced Shivers, Just as Earnings Season Hits Its Stride

Published on January 26, 2026

The real hero of the late-week recovery was the Information Technology sector. Despite a jarring 16% slide from Intel (INTC) following a tepid outlook shared on their Q4 2025 earnings call, the broader semiconductor space and "Magnificent Seven" megacaps provided the necessary ballast.

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Jet-Lagged Recovery

January 26, 2026
Long trips rarely end at the airport. We arrive, but our internal clocks lag behind; the first day back is spent acclimating to the new landscape. The global economy enters 2026 in much the same way. Shifting rules of commerce, political stoppages and patchy data have left decision makers disoriented.

What Are 5 Key Risks to the Muni Market in 2026?

January 26, 2026
While our outlook for the municipal bond market in 2026 is positive overall, we have identified five risks that we believe should be on investors' radar.