Earnings season has seen volatility, but we think fundamentals remain in the driver’s seat and data continue to support risk assets.

Kevin Warsh’s nomination as the next Fed Chair rattled markets, but we believe simply labeling him an inflation hawk is too simplistic.

We see reason for continued optimism in 2026, but feel there are risks markets may not be pricing in.

The Global X 2026 Outlook is presented in two parts: Macroeconomic by Scott Helfstein and International by Malcolm Dorson.

There’s a lot to unpack with tariffs. Here we break down potential implications across the economy, markets, and investment themes.