2026 Market Outlook Commentary
Etftrends·2026-03-05 16:14
2026 Market Outlook Commentary | ETF Trends## Over the Horizon – Opportunity & Risk### HighlightsWe believe:- Risks to the outlook include the valuation landscape, labor market weakness, continued challenges to Fed independence, AI capital spending, geopolitics (Russia/Ukraine, Middle East, China/Taiwan, Venezuela), and the U.S. government fiscal position.- The Federal Reserve is expected to cut overnight rates 2–3 times in 2026. We expect the 10-year Treasury note yield to remain rangebound between 3.5%–4. ...