{"id":3808,"date":"2026-02-03T02:31:10","date_gmt":"2026-02-03T02:31:10","guid":{"rendered":"http:\/\/blog.valuengine.com\/?p=3808"},"modified":"2026-02-03T02:31:10","modified_gmt":"2026-02-03T02:31:10","slug":"02-02-2026-valuengine-weekly-market-summary-commentary","status":"publish","type":"post","link":"http:\/\/blog.valuengine.com\/index.php\/02-02-2026-valuengine-weekly-market-summary-commentary\/","title":{"rendered":"02\/02\/2026 ValuEngine Weekly Market Summary & Commentary"},"content":{"rendered":"

Weekly Market Recap – Week Ending January 30, 2026<\/strong><\/p>\n

Equity markets finished the week with a mixed tone as leadership continued to rotate across sectors and styles. While large-cap growth and technology-oriented exposures showed modest weakness, select income and defensive segments posted gains, underscoring an environment driven more by rotation than broad market momentum. Energy and communication services stood out on the upside, while materials, health care, and technology lagged. Overall, ValuEngine indicators suggest a selective market, with opportunities emerging where recent price action aligns with favorable predictive ratings.<\/p>\n

Trade ValuEngine supported portfolio strategies, www.ValuEngineCapital.com<\/a><\/strong><\/p>\n

In the below tables we use major ETF\u2019s as a proxy for some major indexes as well as each of the sector groups into which we divide the overall markets. Tracking these over time provides a more defined picture of the US markets than simply tracking major indexes. This is followed by notable individual stock movers over the past month, and finally our full strategy outlook.<\/p>\n

Current ValuEngine reports on all covered 6000+ stocks and ETFs can be viewed HERE<\/a><\/strong><\/p>\n

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Free Trial: Research on over 5,000 stocks and 700 ETFs\u00a0HERE<\/a><\/strong><\/p>\n

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Strategy Note:<\/strong><\/p>\n

The first capital markets\u2019 month of 2026 is now complete. The overarching theme is still the \u201cSell America\u201d trade amidst a weakening US Dollar and ever-climbing gold prices. However, Friday January 30<\/span>th<\/sup><\/span>, the last trading day of January, saw a stark reversal of both trends after President Trump said that he intended nominate Kevin Warsh as the next Federal Reserve Chairman. The oldest gold exchange-traded vehicle, SPDR Gold Shares (GLD<\/strong>), dropped 10.3%, the largest single-day decline in its 22-year history. However, that just pared what would have been an almost 25% one-month increase to a still-robust 12.3% increase. Similarly DXY<\/strong>, the most commonly quoted US Dollar Index, rose nearly 1% and trimmed what had been a 2.6% decline to a mere 1.6% decline for the month. So, Trump\u2019s stated intention to nominate Walsh restored some confidence in the resilience of the US dollar for one trading day. Has gold\u2019s bubble finally burst? Will the dollar start to out perform other major currencies? It\u2019s hard for us to believe that this in itself is enough to reverse the \u201cSell America\u201d trade. It is more likely that this news was enough to de-escalate US currency stability concerns enough to set-off a wave of profit-taking from those investors experiencing record gains from betting on gold and against the US dollar. <\/span><\/p>\n

Overall, we still would encourage investors with more than 90% of their strategic equity allocation in US stocks to consider diversifying by selling off perhaps 10% of that allocation to buy exposure into stocks or ETFs investing in foreign developed and\/or emerging markets. <\/span>VEU<\/b>, the <\/span>Vanguard All-World ex-US Shares Index ETF, is a very cost-efficient vehicle for gaining such exposure with an expense ratio of just 0.04% while providing exposure to developed and emerging markets. Its second- and third-largest positions are rated 5 <\/b>(Strong Buy) by ValuEngine.com<\/a>. They include Chinese internet\/gamin conglomerate Tencent Holdings (TCEHY<\/b>) and Dutch semiconductor equipment systems manufacturer AMSL Holdings NV, AMSL. <\/b>Since both are volatile tech stocks albeit very attractive, VEU <\/b>may represent a way to gain these exposures with less overall downside risks.<\/p>\n

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www.ValuEngine.com<\/a>\u00a0(Valuengine, Inc) is a stock valuation and forecasting service founded by Ivy League finance academics. VE utilizes the most advanced quantitative techniques and analysis available to analyze over 4,200 US stocks, 700 US ETFs, and 1,000 Canadian stocks. Fair market valuations, forecast target prices, and buy\/hold\/sell recommendations are updated DAILY.<\/p>\n

www.ValuEngineCapital.com<\/a>\u00a0(ValuEngine Capital Management, LLC) is a Registered Investment Advisory firm that trades a variety of different portfolios based upon the ValuEngine.com research models. Each portfolio has a different risk\/return profile, so clients can be placed in strategies that fit their specific investment needs.<\/p>\n

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Financial Advisory Services based on ValuEngine research available through\u00a0www.ValuEngineCapital.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Weekly Market Recap – Week Ending January 30, 2026 Equity markets finished the week with a mixed tone as leadership continued to rotate across sectors and styles. While large-cap growth and technology-oriented exposures showed modest weakness, select income and defensive segments posted gains, underscoring an environment driven more by rotation than broad market momentum. Energy … Read more<\/a><\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[130,1,39],"tags":[2979,2723,2726,2977,1761,1719,1880,1731,2778,2729,2006,1510,1713,1911,1938,1748,2767,2769,2801,1687,1644,195,2709,2288,2976,2980,28,1659,63,2356,2978,193,2805,2121,2085,2277,1849,2279,1887,1814,2707,1900,2276,2278],"_links":{"self":[{"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/posts\/3808"}],"collection":[{"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/comments?post=3808"}],"version-history":[{"count":1,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/posts\/3808\/revisions"}],"predecessor-version":[{"id":3811,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/posts\/3808\/revisions\/3811"}],"wp:attachment":[{"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/media?parent=3808"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/categories?post=3808"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/tags?post=3808"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}