{"url":"https://etfiq.com/research/library/state-street-market-forecasts-q2-2026/","section":"research","title":"Market Forecasts: Q2 2026 | ETFIQ","description":"State Street Investment Management\u2019s paper \u201cMarket Forecasts: Q2 2026\u201d, summarized by ETFIQ with its own data beside it. Summary by ETFIQ.","as_of":"Oct 21, 2026","structured_data":[{"@type":"Report","name":"Summary: Market Forecasts: Q2 2026","headline":"Market Forecasts: Q2 2026","url":"https://etfiq.com/research/library/state-street-market-forecasts-q2-2026/","datePublished":"2026-10-21","dateModified":"2026-10-21","author":{"@id":"https://etfiq.com/#org"},"publisher":{"@id":"https://etfiq.com/#org"},"about":"Market outlooks","abstract":"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.","isBasedOn":"https://www.ssga.com/us/en/individual/insights/market-forecasts-q2-2026","citation":{"@type":"Report","name":"Market Forecasts: Q2 2026","url":"https://www.ssga.com/us/en/individual/insights/market-forecasts-q2-2026","datePublished":"2026-04-22","publisher":{"@type":"Organization","name":"State Street Investment Management","url":"https://www.ssga.com/"},"author":{"@type":"Organization","name":"State Street Investment Management"}},"inLanguage":"en"},{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"What does the State Street Investment Management paper conclude?","acceptedAnswer":{"@type":"Answer","text":"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\u2019s own words are at the link above."}},{"@type":"Question","name":"What does ETFIQ\u2019s data show on the same question?","acceptedAnswer":{"@type":"Answer","text":"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."}},{"@type":"Question","name":"What do ETF flows show about an outlook?","acceptedAnswer":{"@type":"Answer","text":"Where investors actually moved money over the same months: the net flow into stock and bond ETFs, dated, beside the paper\u2019s forecast."}},{"@type":"Question","name":"Where can I read \u201cMarket Forecasts: Q2 2026\u201d?","acceptedAnswer":{"@type":"Answer","text":"On State Street Investment Management\u2019s own site. ETFIQ summarizes the paper and does not host it."}}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Research","item":"https://etfiq.com/research/"},{"@type":"ListItem","position":3,"name":"Library","item":"https://etfiq.com/research/library/"},{"@type":"ListItem","position":4,"name":"State Street Investment Management","item":"https://etfiq.com/research/library/state-street/"},{"@type":"ListItem","position":5,"name":"Market Forecasts: Q2 2026","item":"https://etfiq.com/research/library/state-street-market-forecasts-q2-2026/"}]},{"@type":"WebPage","name":"Market Forecasts: Q2 2026","description":"State Street Investment Management\u2019s paper \u201cMarket Forecasts: Q2 2026\u201d, summarized by ETFIQ with its own data beside it. Summary by ETFIQ.","url":"https://etfiq.com/research/library/state-street-market-forecasts-q2-2026/","dateModified":"2026-10-21","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":5012,"truncated":false,"content":"ETFIQ / Research / Library / State Street Investment Management / Market Forecasts: Q2 2026 \n \n Published Apr 22, 2026 by State Street Investment Management. Summary by ETFIQ as of Oct 21, 2026.\n Market Forecasts: Q2 2026\n 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. \n State Street Investment Management \u00b7 Issuer \u00b7 Read the full paper at State Street Investment Management \u2197 \n What it says\n Figures as stated by State Street Investment Management, Apr 22, 2026\n 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)\n 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)\n 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)\n State Street Investment Management says commodities have worked as a hedge during the recent rise in geopolitical risk. (State Street)\n The ETFIQ take\n ETFIQ data to Oct 20, 2026 \u00b7 the 713 of 4,807 ETFs ETFIQ covers with a daily figure, Jan 2, 2026 to Oct 20, 2026\n 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.\n +$461.8bn net flow, Jan 2, 2026 to Oct 20, 2026, summed over the 713 of 4,807 ETFs ETFIQ covers with a daily figure , Oct 20, 2026. ETFIQ \n +$127.9bn net flow, Sep 21, 2026 to Oct 20, 2026, summed over the 746 of 4,807 ETFs ETFIQ covers with a daily figure , Oct 20, 2026. ETFIQ \n +$239.1bn net flow into stock ETFs, Jan 2, 2026 to Oct 20, 2026, over the 319 of 1,739 with a daily figure , Oct 20, 2026. ETFIQ \n +$177.3bn net flow into bond ETFs, Jan 2, 2026 to Oct 20, 2026, over the 184 of 833 with a daily figure , Oct 20, 2026. ETFIQ \n\n 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\u2019s 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. Method Data \n\n Related ETFs\n The largest ETFs ETFIQ covers, by net assets\n VOO Vanguard S&P 500 ETF: +16.5%\n IVV iShares Core S&P 500 ETF: +16.5%\n SPY SPDR S&P 500 ETF Trust: +16.4%\n VTI Vanguard Morningstar Total Stock Market ETF: +15.9%\n QQQ Invesco QQQ Trust, Series 1: +19.2%\n VUG Vanguard Morningstar Growth ETF: +11.2%\n Figure: total return, 1 year, to Oct 21, 2026, from each fund\u2019s page. All 4,807 ETFs in the screener \u2192 \n Related papers\n First Trust \u00b7 Issuer \u00b7 Jan 7, 2026 \u00b7 ETFIQ take\n Forecasts as of January 2026. \n In its January 2026 forecast, First Trust sets a year-end S&P 500 target of 6,000 and expects real GDP growth of 2% for 2026.\n Outlooks Read the paper \u2197 \n UBS \u00b7 Bank \u00b7 Jan 6, 2026 \u00b7 ETFIQ take\n CIO maintains a positive investment outlook for global equities \n UBS's January 2026 note keeps a positive view on global equities and sees around 10% upside by year-end for MSCI's All Country World index.\n Outlooks Themes Read the paper \u2197 \n J.P. Morgan \u00b7 Bank \u00b7 Jan 3, 2026 \u00b7 ETFIQ take\n Eye on the Market, Outlook 2026: Smothering Heights \n J.P. Morgan's January 2026 outlook says 42 AI-related firms produced 65%-75% of S&P 500 profits, earnings and capex since late 2022.\n Outlooks Themes Read the paper \u2197 \n All 9 papers on outlooks \u2192 \n Questions people ask\n 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\u2019s own words are at the link above. What does ETFIQ\u2019s 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\u2019s forecast. Where can I read \u201cMarket Forecasts: Q2 2026\u201d? On State Street Investment Management\u2019s own site. ETFIQ summarizes the paper and does not host it. 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/ Free to use with attribution . Open data \n Summary by ETFIQ. ETFIQ is not affiliated with State Street Investment Management; logos identify the source.","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"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/"}