HomeMarketsFed WatchFed ‘On Hold’ For First Few 2026 Meetings, Opportunities Abroad Next Year

Fed ‘On Hold’ For First Few 2026 Meetings, Opportunities Abroad Next Year

Jeff Weniger and Kevin Nicholson discuss the Fed’s path in 2026. Kevin thinks the Fed will be on hold for “the first couple of meetings” next year because they “need to actually see the data.” His base case for 2026 is 8%-12% growth in the SPX and international growth between 0%-10%. Jeff weighs in on “trepidation” around the Mag 7 and shares some of his theses for next year, including in Japanese equities. However, he’s “not sure” what would “upset the apple cart” just yet.

The Watch List

31 Dec 2025

SHARE

ON AIR
4:00 pm
Fast Market
replay
12:00 am
The Wrap
REPLAY
12:30 am
Market On Close
REPLAY
education
2:00 am
Your First Trade
REPLAY
education
2:30 am
Your First Trade
REPLAY
3:00 am
Fast Market
REPLAY
4:00 am
Next Gen Investing
REPLAY
5:00 am
Market Overtime
REPLAY
5:30 am
The Wrap
REPLAY
7:00 am
Morning Movers
8:00 am
Opening Bell With Nicole Petallides
9:00 am
Morning Trade Live
10:00 am
Trading 360
11:00 am
Fast Market
12:00 pm
Next Gen Investing
1:00 pm
The Watch List
2:00 pm
Market On Close
3:30 pm
Market Overtime
ON AIR
4:00 pm
Fast Market
REPLAY
5:00 pm
Next Gen Investing
REPLAY
6:00 pm
The Wrap
REPLAY
education
7:30 pm
Schwab 2026 Outlook
REPLAY
8:30 pm
Market On Close
REPLAY
education
10:00 pm
Schwab 2026 Outlook
REPLAY
11:00 pm
The Wrap
REPLAY

Schwab Network's Newsletters

Daily insights for every investor