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Rate Cuts, Resilient Growth and Rising Valuations: A Look Ahead to 2026
The Federal Reserve's decision to lower rates has set a new tone for the capital markets, influencing everything from liquidity and valuations to the broader economic outlook.
In the latest episode of The Wealth Enterprise Briefing, WE Family Office's Michael Zeuner and Sam Sudame discuss what the Fed's shift means for investors and how factors like AI spending, resilient growth and improving trade conditions are shaping the equity market and global markets heading into 2026.
They discuss:
Why the Fed acted despite steady growth and persistent inflation
How strong liquidity and corporate…
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