Tepp Wealth Management 1stQ 2026 Quarterly Outlook

Over the past year, markets have navigated an unusually complex environment. Investors have been forced to weigh slowing growth against persistent inflation concerns, shifting monetary policy expectations, elevated geopolitical risk, and ongoing policy uncertainty. Entering 2026, the dominant question is how the next phase of global growth may unfold.SOURCES:Absolute Strategy Research, “Economic Outlook: 2026”, written by Dominic White, Adam Wolfe & Ben Blanchard, November 25, 2025Absolute Strategy Research, “Asset Allocation Outlook: 2026”, written by Zahra Ward-Murphy, December 4, 2025Alpine Macro, “Climbing AI’s Wall of Worry”, written by Henry Wu, December 8, 2025Alpine Macro, “2026 Commodity Outlook”, written by Kelly Xu, December 9, 2025Alpine Macro, “Macro Outlook 2026”, written by Chen Zhao, December 15, 2025Alpine Macro, “Tracking the Mag7 Mania Roadmap”, written by David Abramson, December 19, 2025BCA Research, “Outlook 2026: Revelation”, written by BCA Editors, December 1, 2025BCA Research, “Annual Outlook 2026: Don’t Fight the Trump”, written by Marco Papic, December 1, 2025BCA Research, “An AI Investment Framework For Long-Term Investors”, written by Jonathan LaBerge, December 3, 2025BCA Research, “2026 Key Views: US Equity”, written by Irene Tunkel, December 10, 2025BCA Research, “December Here, There And Everywhere”, written by Marco Papic, December 10, 2025Oxford Economics, “US Economic Forecast: Consumer Spending Will Support the Economy in 2026”, written by Ryan Sweet, December 9, 2025