2 weeks ago - Though Wall Street isn’t expecting a repeat, it’s optimistic about the first six months of 2026, forecasting an 11% increase in the S&P 500 for the year. Interest rates are expected to drop because the labor market is shaky even as inflation ...

1 week ago - “Earnings growth is expected to be over 12%” next year, Yoshioka explained, but “elevated valuations remain a concern.” The 7% target allows room for valuations to contract slightly.

1 week ago - Most experts expect another year of gains for the stock market in 2026, but note volatility could remain elevated as concerns about the AI rally persist.

3 weeks ago - This dynamic is especially evident in the U.S. high-grade space. “While in recent years we have been more anxious about the macro backdrop disrupting spreads via the channel of lower yields, next year we are forecasting a relatively benign macro environment,” said Nathaniel Rosenbaum, a strategist on the U.S.

2 weeks ago - International stocks have had a strong year in 2025, and on several measures continue to look attractive. For example, earnings growth outside of the US is now better than in the US, giving investors compelling alternatives to the top-heavy S&P 500. Past performance is no guarantee of future results. Chart shows year-over-year change in consensus analyst estimates for next-12-month earnings for index constituents. International markets represented by the MSCI ACWI ex USA Index.

2 weeks ago - David Lefkowitz, head of U.S. equities at UBS Global Wealth Management, expects the S&P 500, which closed Monday trading at 6,816 points, to reach 7,300 points by June of next year and 7,700 by the end of 2026.

October 24, 2025 - History has shown that the best rolling 6 months for stocks is from November through April. Investors that actively manage some part of their investment mix might explore a sector rotational strategy into cyclicals.

3 weeks ago - Our model anticipates annualized returns of about 3.5% to 5.5% over the next 10 years. Our muted long-term return projection for U.S. equities is entirely consistent with our more bullish prospects for an AI-led U.S. economic boom.

3 weeks ago - Importantly, the past few years have taught us that the economy can handle hotter inflation, but it doesn't come without a cost: public backlash, sharp drawdowns in the stock market when yields spike, a Fed that shifts its focus back and forth between its two mandates, and so on. Putting it together, we see some risk that inflation moves higher next year but recognize that if the labor market were to deteriorate faster than expected, a decline in income growth would ultimately be disinflationary.

December 1, 2025 - And more firms are leaning into the idea that the next phase of the bull market still has room to run. Wells Fargo is in that camp, calling for a double-digit move higher in stocks over the next 12 months and a year-end 2026 target of 7,800.

November 21, 2025 - Goldman Sachs Research’s foreign exchange team expects the US dollar to weaken next year, which should lift the total return for global stocks by 0.6% when measured in US dollars, according to Oppenheimer.

November 24, 2025 - Materials and energy leveled upward but are not expected to do well for the next few months. The Dow was lagging because of poor economic news. Economic Sectors. Screenshot courtesy of CNBC. Have a look at the 3-month and 6-month projections for the stock market and collectively you’ll see the bull market horizon is not far off. And view the 5-year forecast for better clarity for the road ahead.

November 17, 2025 - Find out what's happening in the market, today from undefined by undefined.

November 17, 2025 - Some shops have already indicated what they expect will happen next year. Morgan Stanley, for instance, expects the S & P 500 to reach 7,800 over the next 12 months. That's almost 16% above Friday's close of 6,734...

November 4, 2025 - "It's likely there'll be a 10 to 20% drawdown in equity markets sometime in the next 12 to 24 months," said Goldman Sachs CEO David Solomon at the Global Financial Leaders' Investment Summit in Hong Kong.

3 weeks ago - Experts predict that the stock market in the next 6 months will remain volatile but full of opportunities for investors who can navigate the risks. While recession fears loom large, economic growth sectors like technology, renewable energy, ...

October 29, 2025 - Evercore analyst Julian Emanuel has outlined a base-case scenario in which the S&P 500 reaches 7,750 in 2026, which implies nearly 13% upside from its current level of 6,875. But he says the stock market could do something extraordinary next ...

July 9, 2025 - In 2025, more industries are contributing to market performance. Financials hit new highs in September, industrials and utilities set new records in October, and consumer discretionary and health care eclipsed prior highs in November. 1 · Sources: U.S. Bank Asset Management Group Research, Bloomberg, as of December 8, 2025. Recently, the restart of Fed rate cuts and positive economic data benefited mid- and small-cap stocks.

3 weeks ago - 6 We use consensus forecasts of retained cash flow, net of projected buybacks, as a primary source of funding available for capital expenditure. The other · source is existing cash on balance sheet. Combined, the expected sum is $2.4 trillion for 2025 to 2027. ... AI capital investment. Conscious ...

1 month ago - Schwab Sector Views is our six- to 12-month outlook for stock sectors, which represent broad sectors of the economy. The Schwab Center for Financial Research (SCFR) combines a factor-based approach with a market and economic assessment to determine the ratings.