Some new limitations will apply to retirement plans and other benefit plans in 2026 because of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2026.
A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.
Read more in Global Insight Monthly
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It wasn’t a great end to the summer of 2026 for U.S. policymakers, in our view, with actions by the U.S. Federal Reserve and Treasury highlighting institutional weaknesses instead of playing to their strengths.
