Seeking Alpha - January 25, 2026

Greenland Volatility Drives Safe-Haven Rally

Alpha Picks Market Recap: Gain a weekly edge with concise, data-driven...

Weekly Market Recap

Markets endured significant volatility this week, beginning with a sharp sell-off on Tuesday, driven by escalating US-EU trade tensions over Greenland.
Wall Street rebounded on Thursday, with the Nasdaq gaining 1% and the S&P 500 climbing 0.7%, after President Trump walked back tariff threats.
Safe-haven assets continued their ascent, with gold closing above $4,900/oz for the first time, and silver surged to a new record high just shy of $100/oz.
Gold stocks remain well positioned to benefit from a macro environment marked by persistent inflation, a weaker dollar, and geopolitical uncertainty.

View the Complete Recap

New Tariff Threats and Headline Volatility Rock Markets

Source: Raymond James, Bloomberg, FactSet

Global Geopolitical Volatility Drives Safe-Haven Rally

The start of 2026 brought significant turbulence to global markets as a U.S.-Europe trade war escalation over Greenland triggered a global sell-off, erasing early gains posted by the S&P 500. The geopolitical standoff was significant enough to move the needle on major indices, with the tech-focused Nasdaq Composite falling 2.3% and the benchmark S&P 500 declining 2% in a single session. The Cboe Volatility Index (VIX) surged above the 20 threshold, marking its highest level in nearly two months and signaling just how jittery and reactive the market had become to headline risks. Investors are navigating the persistent uncertainty by quietly rotating into safe-haven assets and seeking quantitatively driven strategies for stability and growth—key components of the Alpha Picks strategy—as fund flows into regions such as Europe and emerging markets outpace those into U.S.-listed equities.

There’s more to unpack from this week’s market activity. You can find the expanded analysis in the full recap.

View the Complete Recap

Featured: Alpha Picks performance +287% vs S&P 500 +82%.* Discover how it works »

Trending Analysis

We'll continue to track the trends that matter most and bring you clear, informative insights every week. Until then, wishing you a productive and profitable week ahead.

- Steven Cress and the Seeking Alpha Quant team

Scan to download the Seeking Alpha App!

*Performance between July 1, 2022 and January 22, 2026. Alpha Picks adds two stocks per month—on the closest business day to the 1st & 15th. Alpha Picks removes stocks based on rating thresholds (i.e., when a rating changes to a sell). Performance is calculated and reported daily using time-weighted returns. For more details on the performance calculation and methodology of Alpha Picks, click here.

Past performance is no guarantee of future results. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Any content and tools on the platform are offered for information purposes only. Analysts are third-party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Any views or opinions expressed may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank.

Why are you receiving this? You subscribed to Seeking Alpha Marketing Updates.

Unsubscribe from this list | Update your email preferences

Sent by Seeking Alpha, 244 5th Ave, Suite 2705, New York, NY 10001