1 min read

Positive Market Momentum From 2025 Carries Over, Nomination for Next Fed Chair

Picture of Scott Colbert Scott Colbert : February 2, 2026

Economy Economic Insights
Positive Market Momentum From 2025 Carries Over, Nomination for Next Fed Chair

Recorded February 2, 2026

In the latest Commerce Trust Market Brief video, Scott Colbert, Chief Economist and Director of Fixed Income Management, recaps market performance one month into the new year and how this positive momentum informs how we track the markets going forward, including:  

  • Domestic stock market performance has broadened out so far this year, with gains extending beyond the largest stocks and across most S&P 500 Index sectors

  • Fixed income and municipal bond markets are modestly positive, with a cautious outlook for credit risk given historically tight spreads

  • What we know about Kevin Warsh, the President’s nominee for the next chair of the Federal Reserve

  • Market expectations for interest rate cuts in 2026 as inflation expectations ease and employment growth shows modest improvement  

 

Read the transcript

 

 

 

Interested in more insights?

Enter your email to subscribe.

This summary is intended to provide general information only and may be of value to the reader and audience.

Past performance is no guarantee of future results. This material is not a recommendation of any particular investment strategy, is not based on any particular financial situation or need and is not intended to replace the advice of a qualified tax advisor or investment professional. While Commerce may provide information or express opinions from time to time, such information or opinions are subject to change, are not offered as professional tax, insurance, or legal advice, and may not be relied on as such.

Diversification does not guarantee a profit or protect against all risk.

Commerce Trust is a division of Commerce Bank.

Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

 

 

Related Articles