Setting the stage for a sustainable Chinese equity rally

 January 16, 2026 |Jasmine Duan

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

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U.S. equity returns in 2025: Record-breaking resilience

 January 08, 2026 |Kelly Bogdanova

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

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Building on a narrow base

 January 06, 2026 |Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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