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Outlook 2026 | Rewiring Growth
Report and Video
The global economy enters 2026 as a broad rewiring of growth has begun. Artificial Intelligence is driving a powerful new investment cycle, forcing investors to rethink productivity assumptions, labor dynamics, and earnings growth. The economic trajectory is increasingly shaped by how capital is deployed, where production occurs, and how policy, technology, and geopolitics intersect.
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Client Webinar
Outlook 2026
Join us for a webinar on January 14, 2026, at 2:00 p.m. Eastern as Stifel Chief Investment Officer, Michael O'Keeffe, and Stifel Chief Washington Policy Strategist, Brian Gardner, discuss our market, economic, and political outlook for the year.
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Important Insights: 2025 Equity Performance
Market Sight|Lines
2025 proved to be a dramatic year. U.S. markets declined through early April on tariff and trade worries but rebounded on optimism around artificial intelligence, a stronger-than-expected economy, and resilient company earnings.
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Monthly Market Perspectives
December 2025
Equity markets were mixed over the month. The S&P 500 was essentially flat, recovering from a 2.5% decline mid-month, and closed out 2025 with a third straight year of double-digit gains, up 17.9%.
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Favorite 15
December 2025
A selection of slides from our latest Investment Strategy Brief discussing geopolitics and economic data.
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Weekly Market Perspectives
For the week ending January 2, 2026
The S&P 500 rose 17.9% in 2025, making the third straight double-digit year.
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