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Markets Rally But What Could Change the Story?
First Week with Walter Todd

Markets Rally But What Could Change the Story?

January 5, 2025

After the market barely blinked at dramatic geopolitical headlines from this weekend, Walter Todd sits down to take a look at what really matters for 2026. He also sums up the past year’s returns from a sharply rebounded S&P 500 to international markets posted their best year since 2009.

In this month’s video:

  • 2025 Recap and Early 2026 Drivers: Last year was resilient, but what are we watching in the first weeks of 2026?
  • Policy Watch: How the new Fed chair nomination could shape the rate outlook
  • Risks & Opportunities: What to expect from a midterm year amid tense geopolitical headlines. 

Greenwood Capital is an SEC-registered investment advisory firm. This material has been prepared for information purposes only, is not intended to provide, and should not be relied on solely for tax, legal, or accounting advice. Subtitles are automatically generated.

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