Divided Markets Reflect Policy Uncertainty
February 1, 2026

Mixed market results as Medicare rate proposal crushes managed care stocks. Fed holds rates steady.

Mixed market results as Medicare rate proposal crushes managed care stocks. Fed holds rates steady.

Market pullback masked strong earnings breadth across sectors amidst Intel stumble and Davos news feed.

Federal charges against Fed Chair Powell add policy uncertainty even as markets remain calm.

Markets ignore geopolitical shocks while SECURE 2.0 alters retirement savings rules in 2026.

With policy uncertainty declining, strategists see resilience supporting 2026, albeit with risks.

The Fed’s divided vote and this week’s market rotation may signal economic fragmentation for 2026.

Markets stabilize after November turbulence as rotation out of concentrated AI bets gains traction.

Markets slip 1-3% as momentum fades.

Historical patterns and major domestic manufacturing investments point toward sustained long-term strength.
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