Closing Bell Closing Bell: Trading a Busy Week for Stocks 1/26/26
12 snips
Jan 26, 2026 
Adam Parker, equity strategist focused on risk management and earnings-season dynamics. Sherry Paul, Morgan Stanley private wealth advisor specializing in AI, supply chains, and allocation. They discuss Fed week and chair speculation. They debate earnings-season risks and whether estimates are too high. They outline how to position versus big-cap tech and which parts of tech to own amid volatility.
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Fed Chair Odds Could Move Markets
- Fed chair announcement timing is uncertain and could be market-moving if paired with the policy statement.
- Prediction markets surge but insiders say only the president knows the pick.
Earnings Guidance, Not Just Beats, Matter
- Earnings season is the top near-term focus; second-half estimates look overly optimistic.
- Adam Parker warns guidance and upward revisions, not just beats, will be the real catalyst.
Global Easing Boosts Non-U.S. Assets
- Macro backdrop and policy easing globally support risk assets and make international exposure attractive.
- Brian Levitt expects a weaker dollar to favor developed and emerging markets relative to the S&P.