Capital Group

Has the AI boom reached bubble territory? Have markets overcome the risks of policy uncertainty? Can markets outside the US continue to show strength, or will the global rally fade as it has many times in the past?

Capital Group’s 2026 Outlook explores tariff uncertainty, high valuations, earnings expectations, and how sticky inflation and weak labor markets shape interest rates.

“Made in America” has been a government policy, a political slogan and a marketing strategy throughout US history.

With the S&P 500 Index near record highs, have we moved past peak dominance for the Magnificent Seven ("Mag 7") group of stocks?

The US economy has demonstrated surprising resilience in the six months since President Trump unveiled a long list of tariffs against virtually every trading partner.

Structural tailwinds that have supported the US dollar over the past three years appear to be fading.

The scales have tipped in the US Federal Reserve’s (Fed) long-running balancing act between taming inflation and promoting full employment.

The United States economy is at a crossroads. Here are four charts to help explain why the US economy may continue to show resilience.

As the 90-day pause on country-specific tariffs ends, a strategic focus on which companies are built for resilience could be more constructive than succumbing to short-term anxieties.

As we reach the midpoint of 2025, the change we’ve witnessed since the start of the year is staggering and has translated into a high level of market volatility.