Weekly Market Commentary 1-12-2026

“Earnings Preview & Double-Digit Growth Streak”
See what we have to say about the following:

 

 

 

• Earnings Preview & Double-Digit Growth Streak
  Fourth quarter earnings are expected to continue the double-digit growth streak, led by strong technology and AI sector performance.

 

• AI Investment and Magnificent Seven’s Impact
  AI investment and the Magnificent Seven tech companies are driving most of the S&P 500’s earnings growth, as shown in the related graphs.

 

• Profit Margins and 2026 Outlook
  Companies have expanded profit margins despite tariffs, and 2026 is projected to see solid revenue and earnings growth fueled by AI and fiscal stimulus.

 

• STAAC Commentary and Asset Allocation Insights
  STAAC maintains a neutral stance on equities, favoring growth and large caps, and advises investors to expect volatility but notes that fundamentals remain supportive.