Weekly Market Commentary 10-26-2026

"AI Agents: Disruption, Market Impact & Economics"

See what we have to say about the following:

 

 

  

·        Earnings Growth Outside of AI: Earnings growth is broadening beyond AI and technology, with other sectors increasingly supporting profits.

·        Preserving the Margin Outlook: AI productivity may support margins, though inflation and higher costs remain headwinds.

·        High Expectations: Corporate guidance and earnings expectations remain strong heading into 2027.

·        STAAC Commentary: STAAC remains overweight equities, favors quality and value, and maintains an overweight to technology.