Bullish Macro Forecast for 2026

24 days ago

Adam Coup

"So reasons to be bullish for 2026. I think there are six main reasons to be really really bullish. Number one is the US economy remains very strong. A lot of economists they said that we're going to go into recession this year, but the recent GDP quarter 3 data showed that the US economy grew the fastest in the last two to three years. The Fed is in a rate cut cycle and has ended quantitative tightening, which boosts the money supply. S&P 500 companies are expected to grow earnings by 15% next year, driven by productivity from AI adoption, and the yield curve is in a sweet spot. Plus, we're entering the fourth year of a bull market where historically gains are even stronger."

The speaker outlines six bullish factors for the market in 2026, citing strong GDP growth, favorable Fed policy and quantitative easing conclusions, robust earnings expectations driven by AI productivity, a well-positioned yield curve, and a sustained uptrend entering the fourth year of the bull market.

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