J.P. Morgan: Expects U.S. Stock Market to Experience a Bull Market in 2026

By: theblockbeats.news|2025/12/08 13:45:56

BlockBeats News, December 8th, Morgan Stanley analyst Michael Wilson stated that with the widening of the market's leadership sector, improvements in corporate earnings, and a labor market that is only mildly soft, the U.S. stock market is ready for a bull market rally in 2026.

He expects that the non-essential consumer goods sector and small-cap stocks (both recently upgraded to overweight ratings) will continue to outperform the broader market. This is mainly due to price stabilization, increased commodity demand, upward earnings expectations, and interest rate cuts.

Wilson believes that the Federal Reserve remains a key driver, but he also points out that the earnings trend of the Nasdaq 100 index has strengthened since late October. Against the backdrop of a labor market gradually weakening rather than sharply declining, he believes that the stock market will receive a supportive environment (Bloomberg).

Interest rate decisions by major central banks such as the Federal Reserve are significant macroeconomic events impacting global financial markets, directly influencing market liquidity expectations and risk appetite. As the cryptocurrency market continues to develop and its trading structure and participants mature, the crypto market is gradually being incorporated into the macroeconomic pricing system.

U.S. Bank Industry Embraces Blockchain Transition

Key Takeaways The U.S. banking sector is transitioning towards blockchain technology as regulatory discussions turn into implementation. The…

Trump’s Influence on Interest Rates: A Matter of Debate at the Fed

Key Takeaways Kevin Hassett, a leading contender for the Federal Reserve chair, asserts that President Donald Trump’s views…

Best Altcoin to Buy Now Under $0.01 – December 10

Key Takeaways: PEPENODE ($PEPENODE) is highlighted as a promising altcoin to consider, especially for those seeking investment opportunities…

The Fed Cuts Rates Again But Disagreement Increases, Next Year's Path May Lean More Conservative

While this interest rate cut was as expected, there was a rare internal Federal Reserve divergence, hinting at a potential extended pause in the future. At the same time, they stabilized year-end liquidity by purchasing short-term bonds.

Trump Takes Over the Fed, Impact on Bitcoin in the Coming Months

The Once-in-a-Century Transformation of the U.S. Financial System

Best New Meme Coin to Buy Today Under 1 Cent – 9 December

Key Takeaways The cryptocurrency market is experiencing a slight dip, but optimism remains due to potential Federal Reserve…

After the market digests the interest rate cut expectations, how should we navigate the direction of risk assets?

The last interest rate cut of the year brought rates down to ______%. The true market movement depends on the expectation gap rather than policy action.

Federal Reserve’s Upcoming Rate Decision: Searching for Clarity Amid Divergent Views

Key Takeaways: The Federal Reserve’s December FOMC meeting, happening next week, is highly anticipated, with a potential 25…

Potential Impact of the 2026 Federal Reserve Policy Shift on the Crypto Space

Key Takeaways: The Federal Reserve may undergo a significant policy shift in 2026, potentially transforming its approach towards…

The Impact of the Next Federal Reserve Chairman on the Crypto Industry

Key Takeaways The upcoming Federal Reserve Chairman’s position on monetary policy and regulation will significantly influence the cryptocurrency…

Kevin Hassett: Trump’s Crypto-Friendly Candidate for Fed Chair

Key Takeaways: Kevin Hassett, a well-known economic advisor for the Trump administration, is being considered for Federal Reserve…