The creep higher in longer-term yields isn't necessarily bearish for stocks, but it can introduce some additional volatility, especially for rate-sensitive sectors. If yields continue to push higher in the coming weeks, but it's driven by longer-term economic growth expectations, investors will likely be forgiving of the development. Speaking of the economy, next week we'll get the ADP report, JOLTs and Nonfarm Payrolls report, all of which will help color the picture of the U.S. labor market and potentially add volatility to trading.

1 day ago - I look for the good times to keep rolling for Brookfield Renewable and Clearway Energy this year. Politics and investing often intersect. I anticipate we'll see such an intersection in 2026, which is a mid-term election year. Historically, the stock market is more volatile during mid-term election years than in other years. However, once the uncertainty about the makeup of the incoming Congress fades, the volatility disappears with stocks moving higher. I predict that's what will happen in 2026.

I look for the good times to keep rolling for Brookfield Renewable and Clearway Energy this year. Politics and investing often intersect. I anticipate we'll see such an intersection in 2026, which is a mid-term election year. Historically, the stock market is more volatile during mid-term election years than in other years. However, once the uncertainty about the makeup of the incoming Congress fades, the volatility disappears with stocks moving higher. I predict that's what will happen in 2026.

4 days ago - In short, its stock is ideally positioned to appreciate over the long run, which makes a forward stock split a very real possibility in the new year. Change is a constant on Wall Street. The stock market's largest companies by market cap are regularly changing places, with everything from their operating results to innovative catalysts sparking their rise and fall. In 2026, the face of the AI revolution, Nvidia (NVDA +1.26%), is predicted to fall from the most valuable public company to No.

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 month 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 days ago - “Regional policy shifts suggest a more supportive macro backdrop for global growth in 2026,” writes State Street. “With an inflation trajectory trending lower, US policy rates likely to fall as the Fed takes stock of a softening labor market, and policy levers turning stimulative, we have a supportive environment for risk assets.”

No matter how confident he was in any single bet, Dalio knew going forward that he could still be wrong, and that he needed to be properly diversified to reduce risks without reducing returns. Dalio would build portfolios that incorporated high quality return streams that balanced each other out, providing a more consistent and reliable return, and not risking ruin on any single stock market prediction.

J.P. Morgan Global Research is positive on global equities for 2026, forecasting double-digit gains across both developed markets (DM) and emerging markets (EM). Looking at the economy, J.P. Morgan Global Research forecasts a 35% probability ...

3 days ago - Kabra has a 7,300 price target for the S&P 500 in 2026, and is bullish on consumer cyclical, financials, and industrials stocks that should benefit from the One Big Beautiful Bill Act.

2 weeks ago - But it would be more accurate to say it needs a great deal of improvement. The consensus is that the S&P 500 will rise 11 percent in 2026, Mr. Hickey found. So far, nobody in the survey is predicting a market decline.

Overall, our medium-run outlook for multiasset portfolios remains constructive, with positive after-inflation returns likely to continue. In 2026, U.S. technology stocks could well maintain their momentum given the rate of investment and anticipated earnings growth.

3 weeks ago - High valuations, market concentration, and policy uncertainty could all pose risks for the year ahead. Diversification may matter more than ever. Consider looking beyond US mega-caps to international stocks or even adding diversifiers like commodities or alternatives.

1 day ago - The AI bubble blast radius, prediction market backlash, Powell's legacy, and Elon Musk's SpaceX IPO.

I look for the good times to keep rolling for Brookfield Renewable and Clearway Energy this year. Politics and investing often intersect. I anticipate we'll see such an intersection in 2026, which is a mid-term election year. Historically, the stock market is more volatile during mid-term election years than in other years. However, once the uncertainty about the makeup of the incoming Congress fades, the volatility disappears with stocks moving higher. I predict that's what will happen in 2026.

7 hours ago - For 2025, I predicted that artificial intelligence (AI) stocks would continue to drive gains, and that did indeed happen, with names like Nvidia (NVDA +1.14%) and Palantir Technologies advancing about 40% and 140%, respectively, and CoreWeave jumping more than 300% from its March initial public offering through June -- though it's dipped since then, it still delivered a significant annual gain.

For 2025, I predicted that artificial intelligence (AI) stocks would continue to drive gains, and that did indeed happen, with names like Nvidia (NASDAQ: NVDA) and Palantir Technologies advancing about 40% and 140%, respectively, and CoreWeave jumping more than 300% from its March initial public offering through June -- though it's dipped since then, it still delivered a significant annual gain.

6 days ago - There are still reasons to like market conditions heading into 2026. The economy has held up, and by some measures, appears strong. Meanwhile, the Federal Reserve is lowering interest rates, and many surmise that the agency will continue to make favorable adjustments to the Fed's balance sheet, which will also continue to support stock prices. However, the S&P 500 remains elevated by a decent amount based on its historic price-to-earnings ratio. ... This creates less margin for error, meaning it may not take much to spook investors.

Trading Economics provides data for 20 million economic indicators from 196 countries including actual values, consensus figures, forecasts, historical time series and news. Stock Market Forecast 2026/2027 - was last updated on Sunday, January 4, 2026.