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Market Commentary

Stocks mixed as AI spending concerns rise More market commentary

Chart of the Week

Floating rate debt increases small-cap vulnerability More weekly insights

Wealth Insights

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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

Despite policy uncertainty, trade tensions, and growing competition from other currencies, the evidence does not point to a broad retreat from the U.S. dollar or U.S. financial markets.

October 27, 2026

The Federal Open Market Committee left the federal funds target range unchanged at 3.75%–4.00%, two members voted against the action, instead favoring an increase in the federal funds rate by ¼ percent.

October 28, 2026

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