Given the near-continuous breaking of records these past few years, it’s probably unsurprising to most that big banks and boutique investment shops are predicting the US stock market will rally in 2026. If it does, it would be the fourth straight year for such gains and mark the longest winning streak in nearly two decades.
Rising unemployment, sticky inflation, trade wars, the affordability crisis and fears about Fed independence, government data and an AI bubble notwithstanding, Wall Street’s denizens are telling each other only good times lay ahead.