Did January Really Predict the Rest of 2026? | S3 E117 | 02-03-26

Markets with Megan: A Quick Financial Markets Update · Feb 3, 2026 · 6m · transcript

January is often seen as a roadmap for the rest of the year — and the markets may already be sending signals for 2026. In today’s episode of Markets with Megan, Megan Horneman breaks down how stocks, bonds, commodities, and the economy performed in January and what investors should take away from it.

We dive into the historical “January Effect” and why a positive January has historically led to positive full-year returns for the S&P 500. Megan also explores what’s happening beneath the surface of the economy, including slowing job creation, resilient consumer spending, mixed inflation data…