Market Musings 1/22/2026
Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store!
Markets rebound after Greenland #Tariffs droppedā¦
The market rebounded quickly after the Greenland #Tariffs threats were taken off the table. Markets are up almost 2% the past two days and almost fully recovering from Tuesdayās Greenland-driven selloff.
The rally started Wednesday after #Tariffs threats tied to Europe backing Greenland were rescinded easing fears of a broader trade conflict.
While the White House continues to state its interest in Greenland, it has also emphasized it will not pursue the issue through forceļ¼a key relief point for markets concerned about both trade and geopolitical escalation.
Thursday added more fuel with a solid set of new economic data.
Delayed PCE #Inflation showed both October and November core prices rising 0.2% M/M in line with expectations. Itās still moderate #Inflation, higher than the CPI but below the PPI.
We also saw a slight upward revision to Q3 GDP reflecting continued strength in high income #ConsumerConfidence and ongoing #AI infrastructure investment.
Finally, weekly jobless claims came in a bit lower signaling #LaborMarkets that appear to be stabilizing and easing any residual slowdown fears.
Altogether, that combination helped extend the post-Greenland tension rally. Next up, markets will be watching #ConsumerConfidence sentiment data on Friday to gauge how households are feeling after the holidays.
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Original Photo by Pixabay.