Weekly Market Recap: Friday, January 30, 2026 — Market Analysis

Key Themes This Week

• •Major indexes closed January with modest gains despite Friday's selloff, as President Trump nominated Kevin Warsh to lead the Federal Reserve starting in May.
• •The Producer Price Index rose 0.5% in December, more than double expectations, signaling persistent wholesale inflation pressures that may delay future rate cuts.
• •Tech stocks faced scrutiny after Microsoft dropped 10% on cloud growth concerns, while Meta surged 8% on AI monetization strength, highlighting diverging fortunes in the sector.