Like a brilliant football coach’s scripted first drive in a playoff game, Wall Street’s start to 2026 has gone exactly according to plan, the offense in rhythm with a balanced attack resulting in an early lead for the bulls.
Not only is the S&P 500 up 1.7% but the tape has broadened just as nearly every play caller has been demanding, with the equal-weighted S&P ahead by almost twice as much. The insistent consensus call heading into the year for a reacceleration in the real economy — propelled by tax-based stimulus and an administration desperate to “run it hot” — has quickly been reflected in market leadership.
Source: https://www.cnbc.com/2026/01/10/wall-streets-start-to-2026-is-going-exactly-according-to-plan-are-investors-too-confident.html