Piper Sandler's Kantrowitz Predicts Broader Economic Recovery in 2026 with Lower Interest Rates

Piper Sandler's chief investment strategist, Michael Kantrowitz, expects lower interest rates and a broader economic recovery in 2026. He believes softer employment data is setting the stage for this outcome, which will include a broadening in stocks. Kantrowitz sees lower interest rates leading to a more diverse economic expansion, with a focus on small and mid-cap stocks.