---
title: Fed’s Hawkish Reset and the AI Great Divide
description: The week of 23-30 January 2026 was marked by sharp moves in Big Tech, ongoing outperformance of non-US equities and record high prices of gold and silver
---

[Fast food for thought](https://blog.syzgroup.com/fast-food-for-thought)

# [Fed’s Hawkish Reset and the AI Great Divide](https://blog.syzgroup.com/fast-food-for-thought/feds-hawkish-reset-and-the-ai-great-divide)

 Written by [Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thought/author/jakub-dubaniewicz) | Feb 2, 2026, 10:49:55 AM

<https://blog.syzgroup.com/hubfs/Equity%20weekly/Equity_Weekly_23-30%20January_2026.pdf?hsLang=en><https://blog.syzgroup.com/hubfs/Equity%20weekly/Equity_Weekly_16-23_January_2026.pdf?hsLang=en>

[View full post](https://blog.syzgroup.com/fast-food-for-thought/feds-hawkish-reset-and-the-ai-great-divide)

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