While there is room for equity markets to advance further if investors remain confident in 2026 projected earnings, the above-average S&P 500 earnings growth currently estimated for 2026 will be difficult to achieve in the “slow growth” environment portrayed in consensus GDP forecasts. We look for more new highs albeit at a slower pace with occasional pullbacks.
Inside this quarters newsletter you will find:
- Market overview
- We look at where AI is today, how its promise is matched against technological, economic, and geopolitical challenges, and whether the market is properly pricing the risks and potential rewards.