2026 Second Quarter Market Outlook:
Staying on Course Amid Geopolitical Uncertainty
Despite elevated geopolitical uncertainty, the economic and market backdrop entering 2026 remains largely on track. U.S. growth could surprise to the upside, supported by deferred activity, larger tax refunds, and solid underlying demand. Learn more in Cetera’s latest outlook.
You can watch
Click here to watch Cetera’s Chief Market Strategist Brian Klimke explain the Q2 Outlook.
Click here to view Cetera’s 2026 Second Quarter Market Overview.
Click here to download Cetera’s Full 2026 Second Quarter Outlook.
As always, feel free to contact our office if you have any questions.
***
The Market Outlook is published by Cetera Investment Management LLC, an SEC registered adviser owned by Cetera Financial Group. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
Cetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®.
The material contained in this document was authored by and is the property of Cetera Investment Management LLC. Cetera Investment Management provides investment management and advisory services to a number of programs sponsored by affiliated and non-affiliated registered investment advisers. Your registered representative or investment adviser representative is not registered with Cetera Investment Management and did not take part in the creation of this material. He or she may not be able to offer Cetera Investment Management portfolio management services.
The content presented should not be construed as offering specific investment, tax, or legal advice and is not an offer or a solicitation of any services. Past performance is not a guarantee of future results.
Any forward-looking statements are based on assumptions, may not materialize, and are subject to revision.
All economic and performance information is historical and not indicative of future results. The market indices discussed are not actively managed. Investors cannot directly invest in unmanaged indices. Please consult your financial advisor for more information. Additional risks are associated with international investing, such as currency fluctuations, political and economic instability, and differences in accounting standards.
A diversified portfolio does not assure a profit or protect against loss in a declining market.
