Strategic Insights
2026 Outlook: Trendlines over headlines
Wells Fargo Investment Institute’s 2026 Outlook looks beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.
December 2025
The FOMC reduced the federal funds rate by 25 basis points to 3.50% – 3.75%. But the large divergence of opinions in the FOMC is evidenced in the wide set of expectations for rate policy into the new year.
December 10, 2025
Jennifer Timmerman, Investment Strategy Analyst at Wells Fargo Investment Institute, explains how lower interest rates, business tax cuts, and AI-driven investment could offset lingering policy headwinds—and what that could mean for the U.S. economy and markets.
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Market Commentary
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