Warsh speaks as a dove, but might be more hawkish on inflation, investment strategist says

Market Performance - The Dow closed January with a gain for the ninth consecutive month, marking its longest winning streak since January 2018 [1] - The S&P and NASDAQ also showed positive performance for the month [1] Stock Highlights - Notable winners in the S&P this month included Micron, Moderna, and Seagate, which experienced significant gains [2] - Conversely, Apple, Inuit, and Humana were identified as laggards, losing altitude during the same period [2] Earnings Reports - The fourth quarter earnings reports contributed significantly to the market's rise this month, with a busy earnings calendar ahead [2] - Approximately 25% of the S&P companies are set to report earnings next week, including major names like Palantir, Disney, AMD, and Alphabet [3][4] Market Sentiment - The market experienced volatility, with the Dow down 611 points at one point before recovering [5] - The nomination of Kevin Worsh to the Fed has created confusion in the market regarding future interest rate policies [6][8] Commodity Insights - Gold and silver prices dropped, indicating market expectations of taming inflation, which aligns with a potentially hawkish Fed stance [7] - Energy prices have been resilient, with oil rising to $65 per barrel amid geopolitical tensions in the Middle East [9][10]