2026 Market Outlook: The Case for Another Good Year

Join us for our comprehensive look at what could drive markets in 2026. In this update, we examine:

• Earnings growth outlook: Why 15% projected earnings growth could power another strong year for stocks

• GDP momentum: We're taking the over on 2% growth after a strong finish to 2025

• Wall Street's price targets: Every major strategist expects an up year—but history shows the market rarely lands in the "average" range

• The valuation debate: Are stocks really overpriced? We show why today's more profitable, tech-heavy S&P 500 deserves higher multiples

• Big Tech's $400B bet: What surging AI capex from the hyperscalers means for the market

• Rate cuts ahead: Why we expect more cuts than the market is pricing in
  

As always, we're here to help clients navigate the year ahead.