1st Quarter 2026

Risk assets finished 2025 on a strong note, with double-digit annual equity returns and corporate credit spreads remaining tight as investors look forward to positive economic and corporate sector performance this year. We expect positive financial market trends to extend into 2026 with higher equity prices and a steeper Treasury yield curve. Read further for more insights from the Nationwide Economics team

4th Quarter 2025

Equities added to their gains and corporate credit spreads remain very tight as an encouraging second-quarter earnings season and economic resilience buoy investors’ spirits. Treasury yields have declined, especially in the short end of the curve, responding to expectations for a series of rate cuts by the Federal Reserve aimed at shoring up the weak labor market. Read further for more insights from the Nationwide Economics team