Q1 2026 equity outlook: Trends intact, sensitivity rising

Q1 2026 sits at a point in the market cycle where many of the obvious questions have already been answered. Inflation is no longer accelerating, the Federal Reserve is no longer tightening aggressively, and recession fears that dominated prior years have eased.

Q1 2026 equity outlook: Trends intact, sensitivity rising
Q1 2026 sits at a point in the market cycle where many of the obvious questions have already been answered. Inflation is no longer accelerating, the Federal Reserve is no longer tightening aggressively, and recession fears that dominated prior years have eased.

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