SVET Markets Weekly Update – January 26–31, 2026

SVET Markets Weekly Update (January 26–31, 2026)

On Week 05, despite the weekly decline, January saw gains of roughly 1% across major indexes. Crypto markets crushed to their yearly lows.

On Monday, Major indexes advanced, with the S&P 500 up 1%, the Dow rising 1%, and the Nasdaq adding less than 1% as tech and communications led gains. Apple climbed 3%, Meta 2%, and Microsoft less than 1%, while Tesla slid 3%. Markets await Wednesday’s Fed decision amid talk of a possible new Fed Chair appointment by Trump and renewed government shutdown threats over a $1 trillion funding bill. Gold surged past $5,100 per ounce, marking record highs driven by risk aversion and global uncertainty. And threats of tariffs on South Korea. Bitcoin rose 2%, while Ether, Ripple, and Solana gained around 4%.

On Tuesday, Stocks climbed as the S&P 500 gained less than 1% to a record high and the Nasdaq rose about 1%, boosted by major tech names ahead of key earnings and Fed guidance. Microsoft and Apple gained around 2% and 1%, while chipmakers rallied on AI demand. GM jumped nearly 9% after raising its 2026 outlook, but UnitedHealth and CVS plunged about 20% and 14%, dragging the Dow down less than 1%. Brazil’s Ibovespa rose almost 2% to new highs as confidence grew that interest rates would stay near 15%. The Dollar Index slid to 96, down about 2% in four weeks and 11% annually. home prices rose less than 1% in November, and crypto gained broadly with Ether, Solana, Binance, and Bitcoin up 1–3%.

On Wednesday, Stocks rose slightly after the Fed kept rates unchanged, as expected, ahead of major AI firms’ earnings. The S&P briefly topped 7,000 for the first time before slipping less than 1%, while chip stocks boosted the Nasdaq 100 by less than 1%. The Fed paused rate cuts, signaling balanced inflation and job risks, sustaining bets on two cuts this year. Texas Instruments jumped about 10%, lifting Micron and Intel by roughly 6–11%, while AT&T gained about 5%. Gold advanced over 2% to nearly $5,300 per ounce and silver hovered around $115 at record highs, driven by a weaker dollar and safe-haven demand. In crypto markets, price changes were modest, with Solana leading declines of less than 1%.

On Thursday, Stocks ended mixed after a weak session, with the S&P 500 and Nasdaq down less than 1% while the Dow edged up less than 1%. Tech led losses as investors reevaluated AI valuations. Microsoft tumbled around 10% on slower cloud growth, while Meta soared about 10% on strong revenue forecasts. IBM and Caterpillar gained roughly 5% and 3% after upbeat results, and Apple rose less than 1% ahead of its earnings. Oil climbed on geopolitical worries, and gold eased slightly. Bitcoin slipped nearly 3% to about $82,000 — its lowest since November — amid $1 billion in ETF outflows, mostly from Fidelity, Grayscale, BlackRock, and Ark funds. Investor caution grew on Fed uncertainty and trade tensions, with Ether and Ripple down about 5–6%.

On Friday, stocks ended lower, with the S&P 500 and Dow Jones down about 0.4% and the Nasdaq falling 1%, as higher Treasury yields and a stronger dollar curbed risk appetite after President Trump nominated Kevin Warsh to replace Fed Chair Powell. The move signaled tighter policy expectations, lifting long-term yields and weighing on rate-sensitive sectors. Tech, materials, and communication stocks lagged, while healthcare gained. Apple edged up less than 1%, Visa fell nearly 3%, ExxonMobil slipped 1%, Chevron jumped 3%, and Verizon soared 12% on upbeat guidance. In crypto, losses led by Ripple and Ether (down about 4%), while Bitcoin and Binance fell less than 1%.

On Week 8, key data includes the jobs report, PMIs, and consumer confidence, alongside earnings from major tech firms like Alphabet and Amazon. Central banks, including the ECB and BoE, will set new rates, the Eurozone will release inflation data, and China’s PMIs will be closely watched.

Comment: Expectedly Unexpected.

The nomination of a hawkish Federal Reserve governor, if his stance remains true, reveals that the levers of global policy are still firmly in the hands of the baby boomer generation.

Despite reformist language about innovation, decentralization, and opportunity, today’s power centers remain anchored in the mindset of maintaining stability for large asset holders.

A hawkish Fed prioritizes price control over growth, keeping capital returns safe but choking innovation and small-enterprise expansion. That stagnation serves the interests of those who already control wealth — mainly older investors and institutions — while younger generations are left with higher debt costs and fewer pathways to build equity.

Many baby boomer leaders, including current heads of state, face political pressure to embrace reform. Yet their generational instincts — shaped by decades of asset accumulation and fear of volatility — pull them back toward caution.

The result is a policy rhythm of ‘one step forward, two steps back,’ where rhetorical modernization masks an underlying desire to preserve old hierarchies.

If this generational tug-of-war continues, it could lead to an economic prairie — vast, barren, and still controlled by the same few ranches. Without genuine generational turnover in power and policy mindset, monetary conservatism may quietly cement the very inequalities that reformists claim to dismantle.

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SVET Markets Weekly Update (December 22–26, 2025)

On Week 52, major stocks indexes and crypto market were up. However, BTC closed this year in red.

Monday

On Monday, stocks opened higher in the holiday-shortened week, with the S&P 500 up 0.8%, the Nasdaq rising 0.7%, and the Dow gaining about 350 points. Energy stocks led gains as oil prices climbed amid U.S.-Venezuela tensions, while consumer discretionary, materials, and AI-related tech shares also advanced on improving optimism about the economy and earnings. Utilities lagged behind. Investors awaited delayed economic data due the next day, including GDP growth. Among major movers, Nvidia rose 1.3%, Micron 2%, and Oracle 1.4%. Amazon, Meta, and Tesla also gained, while Microsoft, Apple, Alphabet, and Broadcom posted small declines. Crypto market went side-way.

Tuesday

On Tuesday, Stocks hovered near the flatline Tuesday as strong economic data strengthened expectations that the Fed will hold rates steady in January and possibly delay future cuts. A delayed report showed the economy grew 4.3% annually in Q3, the fastest in two years, while the ADP report revealed private-sector job growth for a third straight week. Consumer staples and real estate lagged, but communication services and energy outperformed. Among megacaps, Nvidia, Microsoft, Amazon, Meta, and Alphabet rose, while Apple, Broadcom, and Tesla slipped. Eli Lilly gained 1% after recovering from early losses following the FDA’s approval of Novo Nordisk’s weight-loss pill. Crypto is up and down.

Wednesday

On Wednesday, stocks had a strong, shorter trading day, keeping up this week’s momentum as investors stayed upbeat about next year’s earnings potential. The S&P 500 rose 0.4% and the Dow climbed 0.7%, both hitting new records, while the Nasdaq 100 added 0.3%. Third-quarter GDP came in well above forecasts at a 4.3% annualized pace, driven by solid consumer spending and easing worries that tariffs hurt demand or pushed inflation higher. Jobless claims data still point to a labor market with low hiring and low firing. Big tech lagged a bit, and Intel slipped 0.5% after reports that Nvidia scrapped a test using Intel gear for advanced chips. Crypto market is in green.

Thursday

On Thursday, global commodity and currency markets saw brisk activity during of year-end holidays. Silver surged past $76 per ounce, its first-ever high, driven by geopolitical tensions and expectations of further U.S. rate cuts in 2026; it’s now up 158% YTD. Copper touched a five-month peak near $5.7/lb, benefiting from EV and renewable energy demand, while palm oil rose for a fourth straight session, supported by stronger edible oil markets and Indian imports. Singapore’s manufacturing expanded 14.3% YoY, beating forecasts, while the South Korean won led currency gainers. In Asia, Chinese stocks extended an eight-session rally as the yuan hit a 15-month high after PBOC support signals. Crypto markets traded brightly green during the holiday lull, with Bitcoin and Ethereum extending weekly gains.

Friday

On Friday, stocks edged higher in light holiday trading, with the S&P 500 and Dow each up 0.1% to fresh records and the Nasdaq also gaining 0.1%. Nvidia climbed 1% after sealing a licensing deal with AI startup Groq, fueling renewed interest in AI and megacap tech. Energy shares rose as U.S. moves on Venezuelan oil exports boosted crude. Investors also weighed data showing Q3 GDP grew a strong 4.3%, reinforcing economic resilience but cooling hopes for swift Fed rate cuts. Trading volume stayed thin, leaving markets steady into year-end. Meanwhile, the crypto market traded broadly in the green, with Bitcoin and Ethereum extending gains on upbeat sentiment and risk-on flows.

On Week 1, 2026, jobless claims, pending home sales and most importantly FOMC minutes will be om the traders’ radars.

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SVET Markets Weekly Update – November 24–28, 2025

On Week 48, stocks closed November with modest gains while crypto market recovered a bit and then went side-way.

Monday
On Monday, stocks rallied , with the Dow up under 1%, the S&P roughly 2%, and the Nasdaq Composite about 3%, led by megacap tech. Broadcom jumped around 11%, Alphabet about 6%, Microsoft was briefly overtaken in value, and Tesla gained around 7% on AI chip progress. Dovish Fed commentary lifted December rate‑cut odds to roughly 80%, from about 40% a week earlier. Gold hovered near $4,140 after a roughly 2% rise the prior session, while the dollar index stayed near 100. In crypto, Ether advanced about 6% and Bitcoin rose roughly 2%.

Tuesday

On Tuesday, Stocks rallied on optimism over AI and anticipated Federal Reserve rate cuts, lifting the S&P 500 and Dow. While tech lagged, Meta and Alphabet gained on AI chip deal reports, though Nvidia and AMD fell. Economic data was mixed, with weak retail sales and payrolls strengthening the case for a December Fed rate cut. Meanwhile, the crypto market is rising on a technical correction, rebounding after a nearly month-long downturn. In commodities, oil prices dropped to a five-week low on potential Ukraine-Russia peace talks, while gold held near multi-month highs as weak economic data bolstered its safe-haven appeal.

Wednesday

On Wednesday, major stock indexes, including the S&P 500, Nasdaq, and Dow, climbed for a fourth consecutive session. The rally was fueled by growing investor conviction that the Fed will cut rates in December, a belief reinforced by reports that dovish candidate Kevin Hassett is the leading contender for the next Fed Chair. This spurred a rotation into large-cap tech stocks, with Nvidia and Microsoft gaining over 1%, though Alphabet fell. In economic news, strong jobless claims data challenged the case for imminent rate cuts, while the Chicago Business Barometer signaled a sharp economic contraction. Meanwhile, the crypto market saw positive momentum. Bitcoin led the charge with a +3% gain, and Ether followed closely with a +2.5% increase.

Thursday

On Thursday, during a quiet period with American markets closed, ECB notes revealed that policymakers agreed that holding interest rates steady was appropriate. While some argued no further rate cuts are needed, others urged keeping future options open, as the economy is resilient and inflation is near its target. In economic data, the Eurozone’s Economic Sentiment Indicator rose slightly in November 2025. Confidence improved in services and retail, but weakened among manufacturers. European stocks were mixed, with banks gaining and tech shares remaining volatile on sector uncertainty. Globally, China’s industrial profit growth slowed in the first ten months of 2025, with a notable drop in October. In commodities, tin prices hit a three-year high due to supply disruptions in Myanmar and Indonesia. Finally, Bitcoin led a quiet crypto market with a modest 1% gain.

Friday

On Friday, in a shortened post-Thanksgiving session the S&P rose 0.5%, the Nasdaq gained 0.8%, and the Dow added 0.6%. Investor confidence grew on expectations of a near-term Fed rate cut. Communication services led the gains, while healthcare underperformed. Major tech stocks were mixed. For the entire month, the S&P 500 was nearly flat, ending a seven-month winning streak for the Nasdaq, which fell 1.6%. Elsewhere, cryptocurrency movements were slight, with Solana declining more than 2%.

On Week 49, Investors are awaiting a flood of delayed economic data. Key releases include the PCE price index, industrial production, and PMI surveys, which will reveal tariff impacts and consumer sentiment. Labor market updates are also expected. Globally, attention is on China and Canada’s PMIs, third-quarter GDP for Australia and Brazil, the Eurozone’s inflation rate, and an interest rate decision from India’s central bank.

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