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Investors Turning From Geopolitics ‘Sideshow’ to Earnings ‘Main Stage’

Investors Turning From Geopolitics ‘Sideshow’ to Earnings ‘Main Stage’

Schwab Network · Schwab Network

January 26, 20269m 15s

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Show Notes

Marta Norton says earnings are the “main stage” and geopolitics has been the “sideshow” distracting traders. She’s looking for the A.I. trade to prove itself this season; she has “mixed feelings” on the market broadening narrative. Marta covers the outlook for the Fed and rate cuts in 2026, and how it could impact markets.


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