Weekly Market Commentary 1-26-2026

“Productivity Surge & Economic Growth”
See what we have to say about the following:

 

 

 

• Productivity Surge & Economic Growth" 
  Productivity jumped as output far outpaced hours worked, supporting above‑trend growth through efficiency gains rather than expanded hiring.

 

• Healthcare Demand & Changing Economic Composition
  Rising healthcare revenues and an economy shifting further toward service‑sector dominance, especially FIRE and healthcare, continue to shape GDP growth dynamics.

 

• Global Productivity Rankings & Early AI Adoption
  The U.S. maintains global productivity leadership, while early‑stage AI adoption leaves substantial room for future efficiency gains across service industries.

 

• STAAC Asset Allocation Commentary
  STAAC remains tactically neutral on equities, favoring growth and large caps while maintaining neutral duration and a slight preference for mortgage‑backed securities in fixed income.