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Jennifer Goldsmith
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UBS Maintains Positive Outlook on U.S. Equities Through 2026 UBS projects that the U.S. stock market will continue its upward trajectory into 2026, underpinned by robust corporate earnings—particularly within the technology sector—and greater clarity in policy direction. The bank anticipates approximately 10% earnings growth for the S&P 500, a level that could support higher index valuations without creating undue market strain. Additionally, potential Federal Reserve rate cuts, coupled with clearer guidance on monetary and trade policies, are expected to reduce uncertainty and act as supportive factors for risk assets. UBS continues to view U.S. equities as attractively positioned and recommends that investors maintain their allocations rather than attempting to time short-term market fluctuations. #USStocks #SP500
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