The Wealth Effect – A Double-Edged Sword
There has been no shortage of market‑moving events in 2026, and the pace of headlines alone has been enough to keep investors on edge. Geopolitical concerns remain elevated, the labor market is decelerating, trade policy uncertainty continues to hang over corporate decision‑making, and pockets of stress have emerged in areas of the credit markets. Yet despite this backdrop, there has been no discernible weakness in the private sector. Earnings growth remains positive, and both the consumer and the broader household sector continue to look remarkably resilient.
Source: https://etfdb.com/etf-strategist-channel/wealth-effect/
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