Charts & Chat - January 25, 2026

This week, CEO Eric Boyce, CFA discusses:

1. Decision dilemma with FOMC rate meeting coming up - sticky inflation offset by weaker labor market

2. discussion of inflation components and influences

3. discussion of wages and income

4. residential housing, rental market, home improvement spending

5. exports, gold market and gold versus treasury holdings at foreign central banks

6. institutional and individual sentiment remains strong for risk assets

7. important market rotation underway - favoring value, equal weight, small cap and lower quality

8. balance of earnings growth shifting away from the Mag 7