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February 2026: Earnings Momentum Broadens as Markets Recalibrate
Adding Alpha Special Edition: Japan’s Bond Market Turmoil Explained
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Weekly Market Watch
PNC’s Weekly Market Watch provides a recap of the previous week’s economic and market activity and is designed to give PNC’s perspective on happenings in both US and international markets.
What Worked, and What Didn't
We breakdown which asset classes led and lagged during the fourth quarter of 2025.
January 2026: Top 10 Investor Themes
Amanda Agati highlights the top 10 investor themes shaping investor strategy amid uncertainty and opportunity in 2026.
Municipal Market Quarterly Review - Fourth Quarter 2025
Insights on the municipal bond market, including market fundamentals, valuations, credit trends and other notable developments
Markets in Focus - January 2026
Markets in Focus provides a review of market drivers, economic developments and other key themes with actionable investor insights.
Top 10 Investor Themes of 2026
Our annual Top 10 Iist is intended to help investors focus on the key forces we expect to shape the path forward for markets in the new year.