Piper Sandler | Portfolio Strategy Team
Enter Email Below To View The Document. This guide is for everyone—from the newest interns to the most experienced Wall Street veterans—who wants to get a better handle on how macro forces influence markets. Macro is back in the spotlight in 2026 and investors are laser-focused on what’s happening with oil and interest rates. Our goal here is to break down the key themes we’re watching in 2026 and to discuss the myriad of ways macro influences markets over time.
