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Monday Market Flash - January 12, 2026

January 12, 2026

The Wilshire Monday Market Flash is a series of weekly market updates brought to you by Wilshire's investment team.

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2025 Year in Review & Market Update Webinar
Thursday, January 15 at 10 am PST

Hear from Chief Investment Officer Josh Emanuel and CIO Emeritus Steve Foresti as they break down key market trends, share actionable insights, and answer your questions live.

Topics covered:

  • With Jerome Powell's chairmanship ending in May, what actions might be expected from the Federal Reserve?
  • How do liquidity conditions look... is the Fed approaching its "neutral rate?"
  • Is the "Monetary Debasement Trade" over or can Gold continue to build on its ~65% return in 2025?
  • How might U.S. strategic objectives and the AI arms race impact markets?
  • Will the fiscal impulse from the OBBBA drive economic growth higher in 2026?
  • How high is the earnings hurdle given market valuations?
  • What does market sentiment and positioning tell us about risk in 2026?
  • What are Wilshire's dynamic and strategic market expectations?
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