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Dollar Drops While Gold Tops $5,000, Stocks Rise
Posted
January 26, 2026
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January 26, 2026
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5:49Now PlayingBrian Belski, CEO and CIO at Humilis Investment Strategies, discusses how attractive valuations are creating tailwinds for small and mid cap equities.
Big moves away from stocks and bonds were the story of markets at the start of a busy week, with the dollar falling to four-month low and gold topping $5,000 for the first time. US equities rose on gains in power suppliers as natural gas climbed about $6.
The S&P 500 extended its January advance ahead of high-stakes megacap results. With the Federal Reserve expected to pause its interest-rate cuts, Treasuries remained in a narrow range.
The earnings season picks up steam this week, with companies accounting for a third of the S&P 500’s market capitalization expected to post results. Following a breakneck rally of artificial intelligence names, those firms are under pressure to show that the vast sums they’ve committed to capital expenditures are starting to pay off in a bigger way.
While the reporting season is still in its early stages, an analysis by JPMorgan Chase & Co. shows that forward guidance has topped expectations at roughly half of the S&P 500 companies that have provided an outlook for 2026.
“Since most of the companies that have reported are outside the tech sector, this trend suggests a broadening of growth across other industries this year,” strategist Dubravko Lakos-Bujas wrote in a note.
Meantime, Fed officials are expected to hold rates steady after three straight cuts at the end of 2025 as a steadier jobs market restores a degree of consensus at the central bank after months of growing division. Chair Jerome Powell is likely to telegraph his view that policy is well-positioned for now, but refrain from signaling much about where rates are headed.
US power grids are under mounting pressure following a winter storm that unleashed deep cold and heavy snow and ice from Texas to Maine, driving up heating demand and raising the risk of blackouts. The winter storm has knocked an estimated 12% of US natural gas production off-line and forecasts for persistently frigid weather caused prices to jump 20% on Monday.
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