New York, January 21, 2026, 13:18 ET — Regular session
- SPGI shares climb roughly 1.5% in midday trading, rebounding from a 5% drop the previous day
- Markets found footing following volatility spurred by tariff news and developments in Greenland that shook risk assets
- Traders are zeroing in on policy signals and the Feb. 10 earnings from S&P Global as the next key catalyst
S&P Global Inc. shares climbed 1.5% to $527.06 by 1:18 p.m. ET on Wednesday. The stock started the day at $520.65 and reached a peak of $528.70 during the session.
The stock is attempting to stabilize after a 5% fall Tuesday, ending the day at $519.04 and halting a three-day run of gains. It remains roughly 10% shy of its 52-week peak of $579.05, reached in August. (MarketWatch)
The focus isn’t on any single chart pattern at the moment. Policy headlines have taken over, pushing tape action, and traders are rapidly repricing risk on so-called “steady” stocks whenever the broader market shifts.
U.S. stocks tumbled Tuesday after President Donald Trump announced plans to slap a 10% import tariff on goods from eight European nations starting in February, according to the Associated Press. The S&P 500 plunged 2.1%, marking its steepest drop since October, as investors grappled with the threat of a fresh trade battle linked to Trump’s campaign to gain control over Greenland. (AP News)
The selloff hit other data and analytics stocks hard. Moody’s dropped 4.01%, MSCI lost 3.05%, and Equifax plunged 5.11% Tuesday, according to MarketWatch data. (MarketWatch)
Markets regained some lost ground Wednesday after Trump dismissed the idea of using force to acquire Greenland, Reuters reported. “Global investors are taking these threats seriously,” noted Jack Ablin, chief investment strategist at Cresset Capital. Lauren Goodwin of New York Life Investments added that the cross-asset shift was enough to push investors to “rethink some of their assumptions.” (Reuters)
Some strategists saw the selloff more as a pullback than a full-on breakdown. “I’m inclined to buy it,” Chris Verrone, chief market strategist at Strategas, told CNBC. Wedbush’s Dan Ives added that “the bark will be worse than the bite” when it comes to the tariff standoff. (Investopedia)
BMO Capital raised its price target on S&P Global to $601 from $546 while maintaining an outperform rating, according to MT Newswires. The “outperform” tag suggests the stock is expected to outpace the market or its rivals over time. (MarketScreener)
Wednesday’s bounce, however, carries a warning. Should the trade dispute escalate or linger, the market could quickly shift back to selling first and asking questions later—especially hitting high-multiple information services stocks hard.
SPGI’s next major event is its earnings report for Q4 and full-year 2025, set for Feb. 10. The company said it will release results around 7:15 a.m. ET, followed by a conference call and webcast at 8:30 a.m. ET. (S&P Global Investor Relations)
