Weekly Market Wrap (Jan 26-30, 2026) Rates, Inflation, Volatility & Mega Cap Technicals скачать в хорошем качестве

Weekly Market Wrap (Jan 26-30, 2026) Rates, Inflation, Volatility & Mega Cap Technicals

This week’s market action was all about rate expectations colliding with stubborn inflation nerves. We break down what the bond market is pricing via the 2-Year yield vs the Fed Funds rate, then zoom out to the 2s10s spread to see how the curve is behaving under pressure. Across the Atlantic, we look at Euro Area real GDP (QoQ) and why a stronger read can shift global positioning. Then it’s back to the inflation debate with Headline vs Core CPI (YoY) and Case-Shiller home prices (YoY) to keep the “sticky” narrative honest. To round it out, we check the VIX for the market’s stress level, then hit mega-cap technicals—Microsoft, Apple, and Tesla—to see where momentum is breaking or trying to stabilize. Finally, we preview next week’s key risk events on the calendar (ISM Manufacturing, ADP Employment, ISM Services). Not financial advice. For education and market commentary only.