Jeremy Siegel’s 2026 Market Outlook: Fed Cuts, Tariffs, & Inflation | Market Insights Broadcast

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, phone in a very returning special guest, Professor Jeremy J. Siegel—Wharton professor, Senior Economist at WisdomTree, and author of Stocks for the Long Run.Together, they unpack what actually drove markets in 2025 and explore the forces that could shape 2026, including interest rates, inflation, labor dynamics, government debt, and the growing role of productivity and AI. Professor Siegel also responds directly to rising fears around a potential “2030 depression,” offering historical context and long-term perspective. Key Topics Include: Why tariff fears faded and how markets ultimately responded The Fed’s rate path and what “normal” policy could look like in 2026 Why Professor Siegel pushes back on “2030 depression” predictions Government debt, demographics, and why default narratives persist Inflation risk and why real assets matter over the long run Labor trends, productivity, and the role of AI in future growth Stocks, real estate, and REITs as long-term components of wealth planning Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.