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Strategic Insights

2026 midterms: Policy paths, economic outlook, and portfolio implications
Wells Fargo Investment Institute explores how election outcomes may shape policy, interest rates, and select sectors, while highlighting AI investment, economic growth, and inflation as the primary drivers of markets through 2027.

October 2026

Markets are juggling rising yields, sticky inflation, AI uncertainty, and higher energy prices. Wells Fargo Investment Institute looks at what’s driving volatility and where it sees opportunity for investors.

October 15, 2026

The Federal Open Market Committee raised the federal funds target range by 0.25 percentage point, to 3.75%–4.00%, marking the first increase since 2023.

September 16, 2026

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