In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Scott Colbert, Chief Economist and Director of Fixed Income, and KC Mathews, Chief Market Strategist, to recap 2025 and discuss our economic and market outlook for 2026.
Economic growth expectations for 2026 amid interest rate cuts and modest job growth
Why inflation could fall, supporting future interest rate cuts
Implications for returns in fixed income
Equity market valuations in light of a continued, strong earnings growth outlook
The impact of artificial intelligence (AI) and technology sector leadership on stock market performance
This summary is intended to provide general information only and may be of value to the reader and audience.
Past performance is no guarantee of future results. This material is not a recommendation of any particular investment strategy, is not based on any particular financial situation or need and is not intended to replace the advice of a qualified tax advisor or investment professional. While Commerce may provide information or express opinions from time to time, such information or opinions are subject to change, are not offered as professional tax, insurance, or legal advice, and may not be relied on as such.
Diversification does not guarantee a profit or protect against all risk.
Commerce Trust is a division of Commerce Bank.
Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE
David Hagee, Executive Vice President, Chief Investment Officer
