'Goldilocks' Theme in Today's Markets

Erin Gibbs heads to the NYSE set to discuss the backdrop for 2026, pointing to tax cuts as a potential catalyst for growth. She's looking for good growth, stable inflation and hopefully an end to the "K-shaped" economy. Erin says she doesn't see any red flags on the horizon, citing positive manufacturing data as another indicator of strength. The only wrinkle on her radar: missteps by the Federal Reserve. Erin says too many rate cuts could spur on higher inflation. Later, she shares insights about 2 stocks on her watchlist: Jazz Pharmaceuticals (JAZZ) and Krystal Biotech (KRYS).

Morning Movers

04 Feb 2026

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