Macro Outlook for 2026

20 days ago

Josh

"I've been consistently telling everybody that the market's not broken down yet, but midterm election years typically on average have printed a 19% uh draw down before reversing. I think 2026 is going to be another positive year. We just came off of two back to back double-digit increase years on the QQQ. But I think the first half of the year is going to be trouble. Second half of the year, we're going to see strength again. Not terribly different than what we saw in 2025 when the market flushed hit lows in April and then it was just solid the rest of the year."

Josh offers a macro perspective on the market, noting historical drawdowns during midterm election years and suggesting that while the first half of 2026 might be challenging, the second half could bring renewed strength. He references recent market performance and previous years as context for his outlook.

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