Strong Markets and Higher Expectations Require Discipline in 2026
After a year of strong but uneven returns, 2026 calls for disciplined, diversified investing as markets normalize, expectations rise, and long-term perspective becomes increasingly critical.
Economic Signals Point to Underlying Stability Across Key Markets
Investors weighed signs of labor market resilience, easing inflation pressures, and improving conditions across bonds and housing as markets opened the new year.
Economy Show Signs of Cooling as Markets Are Poised for Broadening Growth
A cooling labor market, moderating inflation, and expectations for broader profit growth shaped investor outlook heading into year-end.
Key Economic Developments Highlight Fed Division, Labor Market Cooling, and House Action on Private-Market Access
Investors digested mixed signals from a divided Fed, signs of labor market cooling, and developments in private-market access as the rate outlook came into focus.
Volatility Rises as the AI Trade Matures and the Fed Weighs Delayed Data
Despite a jump in volatility, equities delivered another month of gains while investors reassessed the AI trade, digested delayed economic data, and looked toward a potential December rate cut.
Markets Adjust as Cooling Inflation, Softer Labor Trends, and Broad Earnings Strength Shape the 2026 Outlook
Equity Market Strength Continues Amid Steady Employment and Inflation
Broadening international equity leadership, consistent jobless claims and investment trends, and easing core producer prices contributed to a steady overall market backdrop.
Markets Navigate Cooling Labor Trends and Shifting Tech Momentum
Markets weighed upbeat NVIDIA results against signs of softening labor demand, while mixed Fed signals and limited new data drove mixed rate-cut expectations.
Markets Steady as Shutdown Ends, Volatility Rises, and Global Equities Continue to Perform
The government reopened after a record shutdown as markets stayed steady, volatility ticked up, and international equities – especially in Europe and emerging markets – continued a strong year driven by improving global growth.
Shutdown Tests Economy as Earnings and Jobs Data Hold Firm
Equity markets absorbed mixed labor signals, broadening earnings strength across sectors, and rising economic strain from the ongoing government shutdown.