stock market outlook

Citrini Research's viral "The 2028 Global Intelligence Crisis" note didn't just shake markets — it triggered a sharp backlash from Wall Street economists and strategists. Now, a growing number of experts are challenging the notion that an AI-driven productivity surge could spiral into mass...

For most of the period following the 2008–09 financial crisis, markets repeated the same mantra: own growth, own tech, ignore the rest. Capital-light business models dominated. Software scaled. Margins expanded. With interest rates pinned near zero and liquidity abundant, the longest-duration...

The U.S. stock market has been on a tear for more than three years — but the people running America's biggest companies are suddenly selling into the strength at a pace not seen since the last major market peak. Corporate insider selling has surged to its highest sell‑to‑buy ratio in five years,...

Year-end trading on Wall Street follows a familiar pattern, and the same question resurfaces once again: will the Santa Claus rally make an appearance? The stretch between Christmas and the first trading days of January is historically known for the Santa Claus rally, a period when stocks have...

Global stock markets may look stretched by traditional valuation measures, but Schroders argues that investors are underestimating the structural forces that could keep prices elevated—and even push them higher. In its 2026 global equities outlook, the U.K.-based asset manager acknowledges that...

JPMorgan painted a rather pessimistic picture for the U.S. stock market in 2024, boldly positioning itself as the most bearish investment bank on Wall Street. The biggest U.S. bank is forecasting the S&P 500 to drop to 4,200 points next year, implying an 8% fall from current levels, in what can...

Goldman Sachs projected a bullish scenario for stocks in 2024, with the S&P 500 expected to hit 4,700, signifying a 12-month price gain of 5% and a total return of 6%, inclusive of dividends. Analysts David J. Kostin, Ben Snider and Ryan Hammond expect the U.S. economy to continue its modest...

Morgan Stanley equity strategist Michael Wilson has a cautious outlook for the U.S. stock market, underlining a preference for defensive sectors. In a note released Monday, Sept. 25, Wilson pointed to the resurgence of defensive sectors’ outperformance, while cyclicals and growth sectors...