Stonebridge Capital Advisors

2026 Q1 Stonebridge Economic Outlook

2026 Q1 Stonebridge Economic Outlook

The U.S. economy heads into 2026 with strong recent growth but rising uncertainty. Surging consumer spending, volatile inflation, and the effects of higher tariffs have created a mixed picture beneath the headlines.

Key Takeaways:

  • Q3 2025 growth was shockingly strong, but is it sustainable
  • Inflation is volatile and largely driven by tariffs & policy pressure
  • The outlook for 2026 is slower and could be policy driven
  • There is potential risk in the quality of economic data going forward

Providing his new forecast, our Chief Economist, Daniel E. Laufenberg, Ph.D., details what lies ahead for 2026.

 

Read Article Here

Stonebridge Economic Outlook – September 30, 2025

The U.S. economy in 2025 has been surprisingly resilient on the surface but is increasingly vulnerable beneath.

Providing his new forecast, our Chief Economist, Daniel E. Laufenberg, Ph.D., details what lies ahead for monetary and fiscal policy for the remainder of the year, along with an early look into 2026. Focusing on the major themes, trends, and policy implications, here are the key takeaways:

  • Growth: Bumpy But Resilient
  • Labor Market: Cracks Emerging
  • Monetary Policy: Pivot Under Pressure
  • Inflation: Persistent & Sticky
Read Economic Outlook – September 30, 2025

Stonebridge Market Update – September 10, 2025

Interest Rates & Investment Opportunities: Market Update

Positioning for a Changing Interest Rate Environment

Recent economic data points — including a softer-than-expected jobs report — have increased the likelihood of Federal Reserve rate cuts, leading to a notable decline in short-term interest rates. At Stonebridge, we’re adjusting our portfolios to help you stay ahead:

  • Adding select longer-term bonds to lock in today’s income opportunities.
  • Avoiding overexposure to the longest maturities and lower-quality bonds.
  • Exploring equity-based income strategies where appropriate.
Read Market Update

 

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