UBS maintains a constructive outlook on US equities, expecting the current bull market to persist driven by solid economic growth, AI adoption, and a supportive Federal Reserve. The firm sets a year-end 2026 S&P 500 price target of 7,900.
Key Takeaways
- 1.The bull market in US equities is expected to continue supported by economic growth, Fed policy, and AI adoption.
- 2.S&P 500 earnings are projected for strong growth with a year-end 2026 price target of 7,900.
Table of Contents
- US equities
- Central scenario
- Attractive sectors
- Upside scenario: Investment boom
- Downside scenario: Major disruptions
- Global asset class preferences definitions
- Appendix
- Risk information
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Authors
David LefkowitzNadia LovellMatthew Torriey
Securities
SPX
Themes
Artificial IntelligenceMonetary PolicyGeopolitics
Regions
Middle EastUnited States