Market Forecasts: Q2 2026
ETFIQ take
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.
Research Library · 33 papers · 12 firms
Research on market outlooks
Papers from issuers, banks, research firms and industry bodies, each summarized in ETFIQ’s words with a link to the firm’s own page, and tested against ETFIQ’s data where it can be.
As of Oct 21, 2026, 9 papers; 9 carry an ETFIQ take with figures of our own.
Filters are links to pages of their own; the chips mark the page you are on. Newest first. 24 per page. "ETFIQ take" marks a paper with figures of ours beside its own.
Forecasts as of January 2026.
ETFIQ take
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.
CIO maintains a positive investment outlook for global equities
ETFIQ take
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.
Eye on the Market, Outlook 2026: Smothering Heights
ETFIQ take
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.
Calamos Investment Team Outlooks, January 2026
ETFIQ take
Calamos, in its January 2026 investment team outlook, reports that global convertible bond issuance topped $166 billion in 2025, close to a record level.
2026 outlook: Economic upside, stock market downside
ETFIQ take
Vanguard's December 2025 outlook expects muted US stock returns over five to 10 years and sets its VEMO portfolio at 60% bonds and 40% stocks.
Global Market Outlook 2026: Forward with focus
ETFIQ take
State Street Investment Management's December 2025 outlook cites consensus estimates that Magnificent 7 capital spending will reach about $520 billion in 2026, over 30% higher.
2026 Investment Outlook: Resilience and Rebalancing
ETFIQ take
Invesco's December 2025 outlook expects stocks to keep rising in 2026, noting global stocks gained 17.5% in 2025 through October on the MSCI World Index.
Outlook 2026: Promise and Pressure
ETFIQ take
J.P. Morgan's November 2025 outlook says large US tech companies may spend over $500 billion on capex in 2026, versus $150 billion in 2023.
Market Forecasts: Q2 2026State Street Investment Management · Outlooks · Bonds · ETFIQ takeIssuerApr 22, 2026ftForecasts as of January 2026.First Trust · Outlooks · ETFIQ takeIssuerJan 7, 2026uCIO maintains a positive investment outlook for global equitiesUBS · Outlooks · Themes · ETFIQ takeBankJan 6, 2026Eye on the Market, Outlook 2026: Smothering HeightsJ.P. Morgan · Outlooks · Themes · ETFIQ takeBankJan 3, 2026
Calamos Investment Team Outlooks, January 2026Calamos · Outlooks · Bonds · ETFIQ takeIssuerJan 2, 2026
2026 outlook: Economic upside, stock market downsideVanguard · Outlooks · Bonds · ETFIQ takeIssuerDec 10, 2025Global Market Outlook 2026: Forward with focusState Street Investment Management · Outlooks · Themes · ETFIQ takeIssuerDec 3, 20252026 Investment Outlook: Resilience and RebalancingInvesco · Outlooks · ETFIQ takeIssuerDec 1, 2025Outlook 2026: Promise and PressureJ.P. Morgan · Outlooks · Themes · ETFIQ takeBankNov 17, 20251 to 9 of 9
Firms in the library
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ETFIQ, Research Library: public ETF research, summarized and tested, as of Oct 21, 2026. https://etfiq.com/research/library/topic/outlooks/
ETFIQ is not affiliated with any firm listed here; logos identify the source.