The Market Cycles Potentially Driving 2026 Returns

Published on February 4, 2026

Market cycles are once again at the center of the investment narrative as we head into 2026. The optimism is familiar as earnings held up in 2025, the economy avoided recession, and big tech lifted the indexes. However, those victories are already reflected in the price.

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The Broadening Will Continue Until Morale Improves

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Perspective on Factors Influencing Market Sentiment

February 4, 2026
With rising geopolitical tensions, sharp market swings and Congress at odds over Department of Homeland Security funding – likely to cause a brief government shutdown – there’s no shortage of factors influencing sentiment. Here, we address some of the most prominent headlines shaping sentiment and offer our perspective.