State Street
Market Outlook

What to watch
in 2026

Our latest outlook challenges consensus thinking with a signals-first approach. Combining proprietary indicators and AI-enhanced tools, we examine investor behavior, regional risk dynamics and momentum shifts across equities, rates, FX and emerging markets.

In focus

Featured Insight

State Street Global Markets: Inflation, Rates and the Dollar

With inflation showing signs of persistence and global rates shifting, what is the outlook for the US Dollar in 2025? Our latest research dives into the macroeconomic indicators.

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Insights

Our latest thinking

Market Commentary

State Street PriceStats signals an inflation shift

US inflation softened in December as State Street PriceStats data signalled a renewed disinflationary trend.

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Private Markets

Institutional Investor Indicators: December 2025

A 0.36 basis point rise in risk appetite shows a move from bonds to equities.

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ETF Landscape

Taking stock of 2026: A conversation with Ron O’Hanley

In this Street Signals episode, State Street Chairman and CEO Ron O’Hanley delivers a clear-eyed assessment.

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Operations

Confidence revisited: The distribution of information

Relevance-Based Prediction can assess a prediction’s reliability from the consistency of information.

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Digital Assets

The fallacy of concentration

Concerned about index concentration? Our research shows that large-cap dominance doesn’t increase risk.

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Solutions for today’s markets

Research and Insights

Identify risks, formulate growth strategies and make better-informed investment decisions.

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Cash, Deposit and Finance

Take control of your reporting, payments and overall daily cash position with our cash management solutions.

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Foreign Exchange Solutions

Our client-first FX trading solutions help you tap into new sources of liquidity.

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Investment Servicing

The right back-office servicing model can help you do a lot: unlock growth, gain efficiencies.

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Culture

Inclusion and diversity

We believe that a diverse workforce and an inclusive culture are essential to our success. We are committed to fostering an environment where every employee feels valued.

Learn more about our commitment