New York | At the big banks and the boutique investment shops, an optimistic consensus has taken hold: the US stock market will rally in 2026 for a fourth straight year, marking the longest winning streak in nearly two decades.
There’s plenty of angst about the risks to the bull run that’s pushed the S&P 500 Index up some 90 per cent since its October 2022 low. The artificial-intelligence boom could turn to bust. The economy – and the Federal Reserve’s interest-rate decisions – could defy expectations. And President Donald Trump’s second year could bring even more unanticipated shocks than his first.
