The Morning Filter 3 Durable Stocks to Buy Now for the Long Term
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Jan 26, 2026 Sarah Hansen, a Morningstar senior reporter who tracks the Federal Reserve and monetary policy, joins to preview Fed dynamics for 2026. They unpack rare Fed dissents and which mandate could steer policy. Conversation also covers big earnings to watch — Microsoft, Meta, Apple, Tesla — and which long-term stocks remain attractive after three years of picks.
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Japanese Bond Moves Drove Recent Volatility
- The Japanese government bond sell-off drove last week's volatility more than political headlines like Greenland or tariffs.
- Rapid yield moves in long-duration JGBs can cause outsized global market effects through duration and size of Japan's bond market.
Bank Of Japan Control Is A Systemic Risk
- A loss of Bank of Japan control could trigger carry-trade unwinds and solvency strains at Japanese financials.
- Those outcomes would ripple globally via asset sales and reduced lending from a major economy.
Don't Count On Near-Term Fed Cuts
- Expect no Fed cut this week and limited chance before June unless markets crater.
- Keep an eye on the new Fed chair in May, since the first likely cut is priced into the June meeting.