Markets and Economy Four key market signals to watch
Geopolitical risks have risen, but bond spreads, economic and inflation data, and the US dollar haven’t signaled any major stock market issues.
January 26, 2026
2026 Investment Outlook: Resilience and Rebalancing
We believe global equities may continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
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Latest insights
Markets and Economy New year, same story: Geopolitics, tariffs, and resilience
The calendar flipped to a new year, but macro and market trends look largely the same: Resilience in the US economy, geopolitical shifts, and tariff talk.
January 20, 2026
Markets and Economy Legal investigation of Fed Chair Powell presents new risk to markets
The potential use of the justice system against a sitting Federal Reserve Chair represents a line that markets have not previously had to price.
January 12, 2026
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