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 ...

In 2024, the financial markets and economy held up remarkably well despite uncertainty around the economy, elevated interest rates and the U.S. presidential election. Canadian and U.S. economic growth remained positive, households continued to spend, inflation rates moderated, and the TSX and S&P 500 both realized double-digit returns. As we look to 2025, we see this positive momentum continuing, although the pace of economic growth and stock market gains may cool.

6 days 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.

2 weeks ago - But do long-term investors actually need to worry about short-term share prices? The post The stock market might crash in 2026. Here’s why I’m not worried appeared first on The Motley Fool UK.

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.

2 weeks ago - With AI adoption gaining speed and economic data continuing to defy gloomy forecasts, I expect next year to be even more exciting for stock investors. With that in mind, here are my three bold predictions for the Canadian stock market in 2026 — and the stocks I believe could benefit from the trends that may shape the year ahead.

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.

1 month ago - 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.

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.

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...

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 ...

September 22, 2025 - Whether the next six months bring a soft landing or a mild recession, investors who stay diversified, hedge risks, and remain disciplined are best positioned. The next phase of the market will likely be shaped by Fed policy, labour resilience, and the durability of AI-driven earnings.

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.

November 6, 2025 - JPMorgan's analysts said they would be "dip-buyers" until at least the end of this year. Macro strength and waning headwinds should boost stocks.

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.

... Key equity index price targets for December include 6,000 for the S&P 500, 345 for the MSCI Eurozone, 9,000 for the FTSE 100, 3,000 for the TOPIX and 1,250 for the MSCI EM. ... Against a backdrop of heightened uncertainty, the outlook for ...

Valuations are demanding for U.S. large-cap, Canadian and Japanese equities, whereas European and emerging market stocks remain attractively priced. We believe economic growth should accelerate moderately in the year ahead and may pleasantly surprise relative to consensus expectations. With governments seemingly content to continue running large deficits, we forecast that government fixed-income assets will deliver coupon or cash-like returns.