In this episode of What's Next for Markets, we discuss the market's performance as we enter September, a typically weak month for equities. Despite initial volatility, the markets have been performing well, led by higher beta and value names. The discussion delves into sectoral leadership, factor performance, and the influence of major stocks like the 'Mag seven' on the overall market. The episode covers the impact of inflation, employment data, and interest rates, highlighting how recent trends have created a 'Goldilocks' scenario for investors. We also touch on the broader economic indicators, anticipating potential trends and volatility in the near term while maintaining a positive outlook for the market heading into 2026. For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

In this episode of What's Next for Markets, we discuss the market's performance as we enter September, a typically weak month for equities. Despite initial volatility, the markets have been performing well, led by higher beta and value names. The discussion delves into sectoral leadership, factor performance, and the influence of major stocks like the 'Mag seven' on the overall market. The episode covers the impact of inflation, employment data, and interest rates, highlighting how recent trends have created a 'Goldilocks' scenario for investors. We also touch on the broader economic indicators, anticipating potential trends and volatility in the near term while maintaining a positive outlook for the market heading into 2026. For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

In this episode of What's Next for Markets, we discuss the market's performance as we enter September, a typically weak month for equities. Despite initial volatility, the markets have been performing well, led by higher beta and value names. The discussion delves into sectoral leadership, factor performance, and the influence of major stocks like the 'Mag seven' on the overall market. The episode covers the impact of inflation, employment data, and interest rates, highlighting how recent trends have created a 'Goldilocks' scenario for investors. We also touch on the broader economic indicators, anticipating potential trends and volatility in the near term while maintaining a positive outlook for the market heading into 2026. For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

Invincible?

When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy &amp; quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working together for over 15 years. They pride themselves on their knowledge of financial market history while offering value added research and time-saving resources to their clients. The team utilizes the H.O.P.E. framework (Housing, Orders, Profits &amp; Employment), a proven business cycle analysis to guide listeners through investment decisions and manage risk/reward in global equity markets. When they aren’t advising the best and brightest on Wall Street, they share bad taste in movies and good taste in cuisine. For more information on the podcast and the team visit <a href="http://whatsnextformarkets.com/">whatsnextformarkets.com</a>

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When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working together for over 15 years. They pride themselves on their knowledge of financial market history while offering value added research and time-saving resources to their clients. The team utilizes the H.O.P.E. framework (Housing, Orders, Profits & Employment), a proven business cycle analysis to guide listeners through investment decisions and manage risk/reward in global equity markets. When they aren’t advising the best and brightest on Wall Street, they share bad taste in movies and good taste in cuisine. For more information on the podcast and the team visit whatsnextformarkets.com

When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy &amp; quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working together for over 15 years. They pride themselves on their knowledge of financial market history while offering value added research and time-saving resources to their clients. The team utilizes the H.O.P.E. framework (Housing, Orders, Profits &amp; Employment), a proven business cycle analysis to guide listeners through investment decisions and manage risk/reward in global equity markets. When they aren’t advising the best and brightest on Wall Street, they share bad taste in movies and good taste in cuisine. For more information on the podcast and the team visit <a href="http://whatsnextformarkets.com/" rel="noopener noreferrer">whatsnextformarkets.com</a>

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