2026 Markets: Rally, Risks, and Inflation
Update: 2026-01-02
Description
Global markets surged in 2025, driven by AI excitement, cooling inflation, and supportive central banks. However, this synchronized rally across stocks, bonds, credit, and commodities masked risks. Investors are optimistic about 2026, with AI spending, growth, and policy support expected to continue. Yet, concerns arise over sky-high valuations in AI and nuclear stocks. Inflation remains a key watch point, with energy prices or policy slips potentially sparking it back up. Despite volatility hitting post-crisis lows, asset managers remain calm, betting on economic strength to handle pricier markets. Checkout Solipillow.com
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