Expect The Unexpected

2026-02-07 04:00:00 ET

Our most pointed advice for investors in 2026 is simple: Expect the unexpected.

Barely a month into 2026, markets have already weathered multiple bouts of rolling, event?driven volatility. Geopolitical surprises and policy pivots have triggered sharp price moves from the U.S. to Japan to Europe, from sovereign bonds to currencies to mortgages. Often, markets quickly reacted to headlines – and then just as quickly reversed course....

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