2026-01-10 13:28:44

The first full trading week of 2026 saw global capital markets rise in sync, with Wall Street's risk appetite clearly rebounding. The data is quite interesting— the S&P 500 index rose 1.6% this week, while small-cap stocks in the Russell 2000 surged even more, up 4.6%. The Vanguard S&P 500 ETF attracted a net inflow of $10 billion in just a few days, a speed that is indeed uncommon for passive funds. Investors' demand for risk assets is evidently heating up.

Against this market backdrop, there are several events to watch in the coming week. The speeches of Federal Reserve officials remain the focus—New York Fed President Williams, Philadelphia Fed President Posen, and Minneapolis Fed President Kashkari will all make comments on different occasions. Additionally, U.S. inflation data (December CPI), retail sales performance, are also on the watchlist. The G7 finance ministers' meeting will also influence market sentiment.

How these indicators and speeches will impact the subsequent market trend largely depends on the Fed's assessment of the economic situation and whether it will adjust policy expectations. In the context of rising risk appetite, the interconnection of various asset classes is also worth paying attention to.

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AirdropHarvester

· 2h ago

Russell 2000 up 4.6%, this is what true risk appetite looks like $10 billion flowing into passive funds was in place within a few days, and this wave of FOMO feels like it will continue for a while A few Federal Reserve officials are speaking this week, and it seems the market is betting they will be more dovish Small-cap stocks are surging a bit too aggressively, I always feel something might go wrong CPI data is the key, everything else is just a backdrop A week's market performance entirely depends on the Fed's stance, it's really a bit exhausting

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quietly_staking

· 01-10 13:57

The Russell 2000 rose 4.6%. This rally is really hard to sustain. Are small-cap stocks about to turn around? --- A bunch of Federal Reserve officials' speeches, honestly just guessing when they'll cut rates... --- 100 billion inflow into passive funds. Are retail investors finally coming back to buy the dip? --- It's all about risk appetite returning. Let's wait for CPI data to see if it proves us wrong. --- Small-cap stocks are so strong. Is this a real recovery or just another fluctuation? --- Feels like everyone is betting on rate cuts. Once expectations shift, the market could crash. --- Vanguard's rapid capital inflow is truly rare. What are they bottom-fishing for? --- Three Federal Reserve officials spoke, probably just a bunch of vague statements again. --- The S&P only rose 1.6%, while small-cap stocks jumped 4.6%. A differentiated rally in risk assets is here. --- CPI data is all smoke until next week when the real picture will emerge.

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GasFeeTherapist

· 01-10 13:51

Russell 2000 up 4.6%? Damn, this time they are really serious, passive funds attracted 10 billion... Feels like something's going to happen --- The Federal Reserve folks are the best at talking sweetly, but the key is whether the CPI data will surprise us --- Risk appetite is returning? I just want to know when to run, can anyone tell me --- It only took a few days for 10 billion to flow into ETFs, this speed is crazy... Feels like some people are getting anxious --- Small-cap stocks are rising so fiercely, it seems like they are being pushed up by the big players, be cautious everyone --- After listening to the Federal Reserve's speeches for so many years, it's still more honest to just look at the market charts --- G7 finance ministers are meeting again, what kind of tricks are they planning this time? --- The S&P has only risen 1.6%, yet it can attract so much money? It shows everyone is really bottom-fishing --- When it turns red, you should run. This is a simple principle but no one listens --- Before the CPI data is released, just watch the show honestly, everyone

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RugDocScientist

· 01-10 13:35

The recent surge in the Russell 2000 is quite fierce. Small-cap stocks have caught some wind of a new trend. This week, these three guys from the Federal Reserve are taking turns. As soon as the CPI data is released, you'll know how they will perform next. 100 billion just went in. Are there still people waiting behind? Wow, risk appetite is really back. This must be the beginning of the market trend. The Fed's attitude is the real trump card; everything else is just clouds.

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