Markets Shrug Off Headlines, Focus on Earnings and Economic Strength

Headlines fail to move markets as investors shrug off noise. Mike Dickson discusses how the market is more focused on earnings season and a solid economic backdrop. Small and mid-cap stocks are outpacing large caps with substantial earnings growth expectations. This, coupled with consumer strength and fiscal support, sets the stage for smaller-cap cyclicals to benefit, even if the Federal Reserve doesn't cut rates as aggressively as anticipated.

Market On Close

15 Jan 2026

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