Suche
JPMorgan analyst: Börsenboom 2026 thanks to AI and new stimuli!
JPMorgan strategist Parker forecasts Marktrally 2026, supported by favorable financial conditions and AI investments.
JPMorgan analyst: Börsenboom 2026 thanks to AI and new stimuli!
In the financial sector, analysts are optimistic about the future of stock markets. Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, predicts a continuing rally of the stock markets for 2026, supported by numerous positive factors. At a current event, Parker said that the markets could experience a certain cooling towards the end of this year, but will again gain dynamics in the coming year.
Parker emphasizes several crucial factors that contribute to this bullish view. This includes, among other things, the relieved financial conditions that are influenced by the policy of the Federal Reserve and the interest rates. Another important aspect is the stimulus, which is to be carried out by the so -called "One Big, Beautiful Bill". At the same time, Parker expects a considerable increase in investments in artificial intelligence (AI), which should promote both the profitability of the companies and economic growth.
Expectations for corporate profits
The expectations for the coming year are also positive. Parker assumes that the profit reports from companies will show growth what could serve as a catalyst for rising stock prices. For the S&P 500 in particular, he expects strong profit growth and predicts the third year in a row with double -digit profit growth. This could stimulate investors to get more involved in the market.
Despite these positive forecasts, Parker points out that it is not guaranteed that the price-profit conditions will continue to increase. It is even possible that these margins go back easily, which could face investors in the coming months.
In summary, it can be said that the constellation of the present market conditions appears promising. Analysts and investors can look forward to the coming year, in which the stock market could continue to develop heavily under certain conditions. The developments around the Federal Reserve and the proposed measures for economic stimulation will be of crucial importance.