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Why Stocks Can Keep Rallying Even If The Fed Does Nothing

January 29, 2026
in Trade Tube
Reading Time: 1 min read
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In this week’s episode of ETF Spotlight, Vince Lorusso, CEO and Portfolio Manager at Clough Capital, explains why stocks can keep rallying in 2026 even if the Fed holds rates steady.

0:00 – Intro & Market Context
0:17 – Navigating Earnings Season: Hands Off or Tactical?
0:44 – Why Clough Capital is Bullish on Equities
2:20 – Demographics & the Savings Economy
4:01 – Technology, AI, and Inflation Dynamics
6:07 – Fed Outlook & Portfolio Strategy

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