Silver & Natural Gas Pause Amid Healthcare Stock Sell-Off, Fed Meeting Begins
Schwab Network
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January 27, 2026 at 03:01 PM UTC
Neutral
90% Confidence
Watch on YouTube
Key Points
- Health insurers (Humana, UnitedHealth, CVS Health) are experiencing significant sell-offs after the Trump administration kept Medicare Advantage rates relatively flat.
- Silver and natural gas futures are pulling back from recent rallies, with natural gas specifically affected by warmer weather forecasts.
- The FOMC meeting begins today, with a high probability (97.2%) of the Fed holding rates steady, shifting market focus to future rate cut expectations.
- Boeing reported a 4Q revenue beat, but its stock is trading lower due to ongoing concerns related to the 737 MAX program.
AI Summary
The video discusses a mixed pre-market, highlighting significant drops in health insurer stocks like Humana, UnitedHealth, and CVS Health due to flat Medicare Advantage rates. Commodities like silver and natural gas are pulling back, while Boeing's stock is down despite a revenue beat, overshadowed by ongoing issues. The upcoming FOMC meeting is also a key focus.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| Gemini 2.5 Flash | Neutral | 90% |
| Consensus | Neutral | 90% |