Drama in Davos

Published on January 29, 2026

What appeared just months ago to be a stable and predictable transatlantic trade environment now looks conditional. The ground underneath transatlantic trade relations is once again shifting…even though critical portions of it are covered by permafrost.

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2026 Outlook: Competing Dynamics

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In our 2026 Outlook, we examine three themes that we believe will shape the economy in the coming year and impact the U.S. and global markets. Theme 1: Everyday Impacts of an Uneven Recovery. Theme 2: AI From Hype to Real-World Results. Theme 3: Adding Private Income and Diversification

A Cold January, but the Stock Barometer Remains Positive

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As a wave of inclement weather sweeps across much of the U.S., investors are also navigating a seasonally important period for markets. Much like winter storms can influence travel patterns and economic activity early in the year, January’s market performance has long been viewed as a potential signal for what lies ahead.