Weekly Headings

The report highlights a broadening US equity market where unloved sectors like Energy and Staples are leading while tech cools. It forecasts 2.4% GDP growth for 2026 and identifies emerging markets as a key performance leader.

Key Takeaways

• 1.Economic growth in the US is projected to accelerate to 2.4% in 2026, supported by a resilient labor market and consumer spending.
• 2.Market performance is broadening beyond mega-cap tech into previously unloved sectors like Energy and Consumer Staples.
• 3.Emerging Market equities are outperforming US stocks YTD, driven by improving fundamentals and AI-related earnings revisions in Korea and Taiwan.

Table of Contents

• KEY TAKEAWAYS
• CHART OF THE WEEK
• Economy
• Equity
• Fixed Income
• Washington Policy
• International
• Charts of the Week
• Asset Class Performance
• Weekly Data
• Disclosures
• INVESTMENT STRATEGY

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