January’s Coffee with FourThought opens the year with a calm, grounded review of where markets have been and what lies ahead. Joel Johnson and Jake MacFarlane reflect on the key forces that shaped markets in 2025, including earnings growth, valuation changes, inflation trends, and interest rate dynamics. They then discuss what those conditions may mean for investors in 2026, emphasizing discipline, expectations, and long-term perspective over short-term headlines. The session closes with practical framing around market drivers and a live Q&A.
Coffee with FourThought | Jan 2026 | 2026 Market Outlook and Economic Perspective
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