Research

The bull market appears poised to extend its run in 2026, fueled by ongoing enthusiasm around AI and further easing of monetary policy from the Federal Reserve (Fed).

This week, we broaden our preview and tease some other factors investors will want to consider when thinking about investing in 2026.

A strong beat rate and another quarter of double-digit earnings growth proved corporate America’s resilience, bolstered by mega cap technology’s artificial intelligence (AI) investment. Here we recap third quarter earnings season, when more stayed the same than changed. Hat tip to profit margins.

As 2025 nears its final 100 calendar days, market focus is already beginning to turn forward and attempt to reconcile what market drivers could remain in place, and what could change in the first year of the new half-decade. While not an exhaustive list, here’s some of our early keys to 2026.