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Tuesday, January 27, 2026

Wall Street’s playbook for 2026 already needs to be rewritten

Wall Street’s playbook for 2026 already needs to be rewritten

 
Investors are confronting a different world, marked by the Trump administration’s aggressive push for a new global order, renewed attacks on the Federal Reserve, increasingly controversial immigration actions and much more.
 
Why it matters: It’s not even the end of the first month of the year. Throw out your 2026 outlooks.
 
What they’re saying: It’s hard to parse the market’s response to the firehose of news, as any selloff could be “a routine wave or a tidal shift, or worse, a tsunami,” Steve Sosnick, chief strategist at Interactive Brokers, tells Axios.
 
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