December 11, 2025

2026 Annual Outlook

Latest Publications 2026 Annual Outlook

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. Our 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.

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The Market Outlook is published by Cetera Investment Management LLC, an SEC registered adviser owned by Cetera Financial Group. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.