The first quarter of 2026 delivered market volatility amid geopolitical conflict, political uncertainty, and rising interest-rate pressures. This update explores how equities proved relatively resilient despite the turbulence, why commodities and defensive areas of the market gained favor, and how earnings strength remains a key stabilizing force.

  Strategas President and Head of Portfolio Strategy Nicholas
Bohnsack talks through the firm’s outlook for 2026. He discusses consumer-driven momentum, robust corporate profits, policy tailwinds via tax and rate cuts, and unique event-related stimulus combine to create a favorable backdrop for 2026.

July 2025

This bill extends most aspects of the original TCJA that were set to sunset in 2026, while introducing a variety of new provisions that – in most cases – come with a brief window of opportunity.