Schwab Network Brace for Rotation Amid "Skeptical" Rebound, INTC Sells Off After Earnings
Jan 23, 2026
Kevin Green, senior markets correspondent focused on macro drivers and sector rotation. He calls the rebound “skeptical” and watches key moving averages for support. He breaks down why Intel sold off after cautious guidance and how bulls might retake shares. He also previews the natural gas trade as a major storm approaches.
AI Snips
Chapters
Transcript
Episode notes
Rebound Needs 20-Day Close To Be Convincing
- Kevin Green is skeptical of the rebound and wants a close above the 20-day moving average to confirm bullish momentum.
- He sees the 100-day moving average as firm support if the market pulls back and warns sector rotation may create volatility.
Rotation Into Mega-Cap Sectors Can Drive Index
- Kevin Green highlights a rotation into heavyweight sectors like consumer discretionary and tech that can propel the S&P toward 7,000.
- He warns less-loved sectors could see aggressive rotation out if buyers don't stay invested broadly.
Watch Dollar And Yields For Market Direction
- Keep an eye on the dollar and yields as indicators of the 'sell America' trade fading.
- Monitor those moves because fading dollar strength and falling yields can support risk assets.