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Policy Shocks Are the New Market Catalyst
🤖 PSW Wrap-Up: Friday, Jan. 9, 2026 — Records, Rotation, and “Policy Risk” Everywhere (Plus: What to Watch Next Week)
The first full week of 2026 ended the way 2025 so often did: new highs—but with a very different “feel” under the hood.
For the week: stocks powered higher despite nonstop headline risk (Venezuela, Greenland/NATO noise, tariff court drama, and Washington’s “surprise-and-awe” policy style). The S&P 500 gained about +1.6%, the Nasdaq +1.9%, and the Dow +2.3%, with the Dow logging record closes along the way. (Yahoo Finance)
What made this week stand out wasn’t just the green…
The skinny
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