Market Update | Principle Wealth | February 2026

Описание: Bob Paolucci, CFP®, Founder & CEO, and Julina Ogilvie, CIMA®, CPWA®, Partner, and Wealth Advisor, discuss the state of the markets.

The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.

All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

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0:00 Introduction
02:47 January Effect Tends to Bring More Positivity
04:07 Sector Rotation
08:56 Foreign Ownership of US Stocks at All-Time High
10:28 How Stocks React to Moves in the Dollar
12:46 How Stocks React to Economic Expansions (We Are in One)
15:10 Meet Powell’s Replacement – Kevin Warsh
18:07 The Fed: A Few More Cuts? The Odds Through 2026
20:37 Inflation – Live vs Lagging, Mind the Gap
23:42 Unemployment – Influenced by the Government
25:05 Tariffs – New Income Source and Supreme Court Ruling This Month
28:38 Home Refinancing Activity Picking Up (Stimulative)
31:19 Housing – Buyer’s Market?
33:32 Metal Mania – Silver’s Wild Ride
37:34 Levered Products = Playing With Fire
42:27 Cryptocurrency – It’s Always a Bumpy Ride
45:58 Midterms Typically Bring a Divided Government
48:56 Venezuela – Lots of Resources
50:14 Greenland – Strategic Trade Security Move
51:52 Iran – Suddenly Seeking De-Escalation Discussions
52:57 The Great Rotation – Moving From High-Tax to Low-Tax States
57:06 Independent Thinking – Seek Out More Information