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Osterweis Capital Management Q1 2026 Equity Outlook

Source: SeekingAlpha

2026-01-23 03:00:00 ET

The AI Effect: Haves & Have-Nots

Looking back at the financial headlines of 2025, you would be excused if you thought the health of the economy was broad and deep: the S&P 500 Index saw a total return of 17.9%, U.S. real GDP accelerated to 4.3% annual growth in the third quarter of the year, and unemployment stayed relatively tame at 4.4% as of December 2025....

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Osterweis Capital Management Q1 2026 Equity Outlook
SPDR S&P Transportation

NASDAQ: XTN

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