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Market Forecasts: Q2 2026

In its April 2026 forecasts, State Street Investment Management expects US economic growth of 2.3% in 2026, a slight cut tied to recent geopolitical events.

Read the full paper at State Street Investment Management ↗
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What it says

Figures as stated by State Street Investment Management, Apr 22, 2026
  • State Street Investment Management trimmed its 2026 growth forecasts to 1.1% for Europe and 4.4% for China, and raised inflation estimates in every region.State Street
  • State Street Investment Management says a short Middle East conflict would mainly push up inflation, while a long one would weigh more on growth.State Street
  • State Street Investment Management does not expect sharp central bank rate hikes for now, and sees war outcomes as too varied for large stock versus bond positions.State Street
  • State Street Investment Management says commodities have worked as a hedge during the recent rise in geopolitical risk.State Street

The ETFIQ take

ETFIQ data to Oct 20, 2026 · the 713 of 4,807 ETFs ETFIQ covers with a daily figure, Jan 2, 2026 to Oct 20, 2026

State Street Investment Management reports US economic growth of 2.3% in 2026, slightly revised down after recent geopolitical events. From Jan 2, 2026 to Oct 20, 2026, the ETFs ETFIQ can count had a net flow of +$461.8bn, with +$239.1bn for stock ETFs and +$177.3bn for bond ETFs.

+$461.8bnnet flow, Jan 2, 2026 to Oct 20, 2026, summed over the 713 of 4,807 ETFs ETFIQ covers with a daily figureOct 20, 2026 · ETFIQ →+$127.9bnnet flow, Sep 21, 2026 to Oct 20, 2026, summed over the 746 of 4,807 ETFs ETFIQ covers with a daily figureOct 20, 2026 · ETFIQ →+$239.1bnnet flow into stock ETFs, Jan 2, 2026 to Oct 20, 2026, over the 319 of 1,739 with a daily figureOct 20, 2026 · ETFIQ →+$177.3bnnet flow into bond ETFs, Jan 2, 2026 to Oct 20, 2026, over the 184 of 833 with a daily figureOct 20, 2026 · ETFIQ →
Paper: Global economies and capital markets, forecasts for 2026. ETFIQ: the 713 of 4,807 ETFs ETFIQ covers with a daily figure, Jan 2, 2026 to Oct 20, 2026. Net flow is the change in shares outstanding times the day’s NAV, summed over the days in the window, for the funds with a daily figure. The two sets and windows differ; the figures are stated, not reconciled.MethodData

Related ETFs

The largest ETFs ETFIQ covers, by net assets
VOOVanguard S&P 500 ETF+16.5%IVViShares Core S&P 500 ETF+16.5%SPYSPDR S&P 500 ETF Trust+16.4%VTIVanguard Morningstar Total Stock Market ETF+15.9%QQQInvesco QQQ Trust, Series 1+19.2%VUGVanguard Morningstar Growth ETF+11.2%

Figure: total return, 1 year, to Oct 21, 2026, from each fund’s page. All 4,807 ETFs in the screener →

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Questions people ask

What does the State Street Investment Management paper conclude?

In its April 2026 forecasts, State Street Investment Management expects US economic growth of 2.3% in 2026, a slight cut tied to recent geopolitical events. The paper’s own words are at the link above.

What does ETFIQ’s data show on the same question?

From Jan 2, 2026 to Oct 20, 2026, the ETFs ETFIQ can count had a net flow of +$461.8bn, with +$239.1bn for stock ETFs and +$177.3bn for bond ETFs. ETFIQ states both figures and does not reconcile them.

What do ETF flows show about an outlook?

Where investors actually moved money over the same months: the net flow into stock and bond ETFs, dated, beside the paper’s forecast. More on this →

Where can I read “Market Forecasts: Q2 2026”?

On State Street Investment Management’s own site. ETFIQ summarizes the paper and does not host it. State Street Investment Management’s page ↗
Cite this pageCitation, APA and Markdown

ETFIQ, Market Forecasts: Q2 2026 (State Street Investment Management), summary and ETFIQ take, as of Oct 21, 2026. https://etfiq.com/research/library/state-street-market-forecasts-q2-2026/

Open data →

Summary by ETFIQ. ETFIQ is not affiliated with State Street Investment Management; logos identify the source.