Morning Market Preview — January 6, 2026
Markets open with leadership intact but participation still selective. Investors remain focused on rates, earnings expectations, and whether early-January positioning can support broader momentum.
Market Setup
U.S. equities enter today’s session with investors focused on whether early-week leadership can extend as liquidity normalizes. Market tone remains constructive, but participation continues to be selective as investors weigh rates, earnings expectations, and risk positioning.
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Macro & Rates
Treasury yields remain central to today’s narrative as markets assess incoming data and recalibrate expectations around growth and inflation. Rate stability continues to support risk assets, though sensitivity to movement remains elevated.
Equities
Leadership remains intact, with investors favoring quality and earnings visibility over broad rotation. Market breadth remains a key variable to watch as January positioning develops.
What to Watch Next
Economic data releases, rate movement, and early earnings commentary will help determine whether markets extend recent momentum or move into a consolidation phase.
