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Earnings Season Puts Wall Street Rotation Trade to Test
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January 22, 2026
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4:34Now PlayingAmanda Agati, CIO at PNC Asset Management Group, discusses why strong earnings momentum keeps US equities attractive despite policy haze.
The cooling of geopolitical tensions, a rally in the world’s largest chipmakers and solid economic data fueled gains in stocks, with the market holding its advance after in-line inflation data. Bonds fell.
Equities rose around the world, with the S&P 500 up for a second straight day after a dial-back in US threats about acquiring Greenland calmed markets. Tech megacaps were set for their best day in 2026 as comments by Nvidia Corp.’s chief Jensen Huang reinforced enthusiasm for the artificial-intelligence trade. Small caps beat the US equity benchmark for a 14th straight session.
Treasury yields rose across the curve after strong economic data reinforced the argument for the Federal Reserve to keep interest rates on hold in January.
The US economy expanded in the third quarter by slightly more than initially reported, supported by stronger exports and smaller drag from inventories. Separate data showed US initial jobless claims steadied at 200,000 last week after a volatile holiday season. US personal spending rose at a solid pace in November, underscoring a resilient consumer.
“US economic growth remains more resilient than expected,” said Lale Akoner at eToro. “Strong growth with elevated yields tends to favor equities over bonds, particularly sectors with earnings visibility and pricing power. At the same time, higher rates reward select income strategies and disciplined diversification.”
Meantime, the deal that persuaded President Donald Trump to defuse an escalating crisis over Greenland paves the way for NATO to beef up security in the Arctic region and fend off any threat from Russia or China. Meantime, Trump said he had a “good” meeting with Ukrainian President Volodymyr Zelenskiy and expressed renewed hope the war Russia has started four year ago is going to end.
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