Market Insights

Cetera Investment Management is pleased to release its annual Market Outlook for 2026 titled, "Economic Resilience Meets Elevated Expectations." As we enter 2026, the U.S. economy faces a mix of structural shifts and fiscal changes—from automation and AI to retroactive tax cuts. Their 2026 Annual Outlook explores how these forces may shape growth, inflation, and market dynamics, offering insights on equity valuations, and fixed income opportunities. Discover why resilience and adaptability are expected to remain central themes for investors in the year ahead.

Cetera Investment Management is pleased to present its Q4 2026 Market Outlook: “Equities Under the Weight of Yields.” In this quarter’s outlook, they examine the impact of Fed policy, inflation, bond yields, corporate earnings, and global events, along with the opportunities and risks investors may face.

Cetera Investment Management is pleased to present its Q3 2026 Market Outlook: “Steady Ground, Rising Stakes.” In this quarter’s outlook, they examine a market environment finding its footing amid ongoing uncertainty—where resilient growth trends are met with renewed pressures from inflation, interest rates, and evolving labor dynamics. While the foundation remains firm, they highlight the rising risks and emerging opportunities that may shape the path forward.

Cetera Investment Management is pleased to release its 2026 Second Quarter Outlook titled, “Staying on Course Amid Geopolitical Uncertainty”. In this outlook, they note how despite elevated geopolitical uncertainty, the economic and market backdrop entering 2026 remains largely on track. U.S. growth could surprise to the upside, supported by deferred activity, larger tax refunds, and solid underlying demand.

Cetera Investment Management is pleased to release its 2025 Q4 Outlook titled, “Are We Entering a Jobless Expansion?” In this outlook, they explore how the Fed’s next move, rising tariff risks, and a weakening labor market are shaping investor sentiment. As uncertainty builds, they highlight where they see opportunity — and why diversification remains essential heading into year-end.