2026 Outlook: Competing Dynamics

Published on January 29, 2026

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

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The Primary Rationale for the Gold Bull’s Run is Persistent Apathy

January 29, 2026
The near-perfect timing of gold breaking through $5,000 while silver sliced through $100 has grabbed the market’s attention.

Drama in Davos

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.