Daniel Tan, Portfolio Manager, Grasshopper Asset Management breaks down the Fed’s rate decision, the dollar outlook, and where equities, Asian markets and gold could move next. He looks at how AI spending by tech giants is reshaping opportunities and which sectors and regions are set to outperform.

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The S&P 500 briefly crossed the historic 7,000 mark before pulling back after the Federal Reserve left interest rates unchanged at its January 2026 meeting. With the Fed upgrading its growth outlook while acknowledging inflation remains elevated, Ben Emons, Chief Investment Officer, FedWatch Advisors looks at why policymakers chose to pause and what it signals about the health of the economy. He explores what steady rates mean for consumers and businesses, and how rising political scrutiny of Fed Chair Jerome Powell could influence perceptions of central bank independence.

Produced/Presented: Ryan Huang

Image: 3D Animation Production Company from Pixabay

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US markets kick off a pivotal week on a steady note, with stocks rising as investors weigh fresh political headlines, looming tariff risks and a packed calendar of earnings and central bank decisions. With GDP growth running hot, profit margins at record highs and big tech earnings back in focus, the question is whether this rally can finally broaden beyond AI leaders. Todd Rabold, Investment Management Partner at Callan Family Office, unpacks the strength of the US economy, the outlook for small caps and cyclicals, the pause in the AI trade, the surge in gold and silver, and what markets may be mispricing as the Fed stays on hold and policy uncertainty lingers.

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