Markets “In A Nutshell” for January 5, 2026

Investment Week at a Glance

Stocks finished lower for the week. The Dow Jones Industrial Average fell 0.7%, the S&P 500 was down 1.0%, and the NASDAQ fell 1.5%. Foreign stocks (MSCI EAFE) were also down for the week, falling 0.1%. Bond prices were down for the week, with the 10-year U.S. Treasury ending the week at 4.19%.  (Data source: Wall Street Journal)

2025 Recap

Markets had a strong 2025 overall, with major indices all up double digits for the third consecutive year. Silver was up nearly 150% and Gold up 64% as precious metals had a historic 2025. Inflation continues to be under control as we head into 2026, and the overall economy seems to keep chugging along. A weaker U.S. dollar helped boost already strong international equity gains in 2025, beating domestic markets the most it has since 2009.  

Earnings Growth for 2026

Earnings are expected to grow in 2026 once again and more than they did in 2025. The S&P 500 earnings growth is expected to increase from 11% to 15% this year. Growth among international equities are expected to be even greater as the Euro STOXX 50 saw 1% earnings growth last year and is expected to grow 12% this year. China saw negative earnings growth last year and expects to see 11% this year. This could set the stage for another strong year of international performance like we saw in 2025.

Micron Stock Rises 10% On Bernstein’s Price Target

Micron’s stock jumped 10% on Friday as Bernstein raised its price target to $330. Micron reported strong earnings a couple of weeks ago, in which quarterly revenue increased by 56% and earnings per share increased by 175%. The stock has had a good run of late, up over 200% in the last 12 months and over 300% the past 5 years. Investors are hopeful that 2026 is a year like 2025 for Micron. (CNBC)

 

 

 

 

 

If you have any questions regarding your account with MGO, please call us at (216) 771-4242 or send an email to us at ask@mgo-inc.com

 

 

 

Quiz

How much did the price of oil drop in 2025? (Scroll Down for Answer)

  1.     6%
  2.    10%
  3.    14%
  4.    19%

 

 

 

 

 

 

 

 

 

Answer:

4. 19%. Oil had its worst year since 2020 as prices fell substantially in 2025. This was one reason for the cooler than expected inflation throughout the year as oil prices tend to seep into many areas of the economy.

 

 

 

Investing involves risk, including the possible loss of principal. The information contained herein has been prepared solely for informational purposes. Nothing contained herein should be construed as a recommendation to either buy or sell any security or economic sector, or implement any strategy discussed. Please consult with your financial advisor, accountant, and/or attorney before acting on this information. MGO-Inc is a DBA of OneSeven.  OneSeven is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC).  Registration with the SEC does not imply a certain level of skill or training.  Investment Products are Not FDIC Insured, Offer No Bank Guarantee, and May Lose Value.