Why markets and the economy in 2026 may end up looking a lot like 2025
With 2026 underway, there is a lot for investors to navigate. TD Cowen has come out with its Best Ideas 2026 report and among the key takeaways: This year is likely going to look a lot like last year. Lisa Thomas, Managing Director Deputy Head of Global Research at TD Cowen, discusses the main macro themes to watch.