Strategic Insights
2026 Midyear Outlook: Keeping discipline in noisy markets
Wells Fargo Investment Institute looks at how AI competition, infrastructure demand, and global uncertainty may be creating long-term investment opportunities — and why disciplined investing may help cut through short-term market noise.
June 2026
Wells Fargo Investment Institute examines the investment implications of USMCA uncertainty, the upcoming midterm election season, and the outlook for inflation amid ongoing Middle East tensions.
July 2026
The Federal Open Market Committee left the federal funds rate unchanged at 3.50% – 3.75% and stated that "economic activity is expanding at a solid pace despite elevated uncertainty".
July 29, 2026
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