Morgan Stanley Sees Us Outperforming Global Stocks In 2026 Raises S P

Bonisiwe Shabane

-Dec 2, 2025, 11:40 PM

morgan stanley sees us outperforming global stocks in 2026 raises s p

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At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues. Please use a PC Browser to access Register-Tadawul UPDATE 1-Morgan Stanley sees US outperforming global stocks in 2026, raises S&P 500 target Risk assets are primed for a strong 2026, says Morgan Stanley Prefers global equities vs credit and government bonds

Brokerage expects US to outperform vs global peers Reporting by Rashika Singh and Siddarth S in Bengaluru; Editing by Shilpi Majumdar Our Standards: The Thomson Reuters Trust Principles., opens new tab MS Quick QuoteMS SPY Quick QuoteSPY VOO Quick QuoteVOO RSP Quick QuoteRSP IVV Quick QuoteIVV EQWL Quick QuoteEQWL EQL Quick QuoteEQL SPYM Quick QuoteSPYM You follow ETF News and Commentary - edit The S&P 500 began November on a volatile note, mirroring its performance in the previous months.

Amid growing concerns over an AI bubble and stretched valuations, Morgan Stanley (MS Quick QuoteMS - Free Report) still expects U.S. equities to outperform global peers next year and has lifted its 2026 year-end outlook for the broad market index. According to Reuters, MS favors global stocks over credit and government bonds, bolstered by accelerating AI-related capital spending and supportive policy conditions. The firm expects global financial markets to enter 2026 on a more stable footing, with most trade-related uncertainties having faded. As quoted in the Reuters article, Morgan Stanley projects the S&P 500 to climb to 7,800 by year-end 2026, marking an increase of about 18% from current levels, supported by strong earnings growth and... (Reuters) -Morgan Stanley expects U.S.

stocks to outperform peers next year and prefers global equities over credit and government bonds, supported by rising artificial intelligence-related capital expenditures and a favorable policy environment. “Risk assets are primed for a strong 2026, powered by micro fundamentals, accelerating AI capex, and a favorable policy backdrop,” Morgan Stanley said in a series of global economic and strategic outlook notes published... Global financial markets have had a volatile year, thanks to U.S. President Donald Trump’s on-and-off tariff policies, but most of the trade uncertainty have faded, heading into 2026. The Wall-Street brokerage expects “moderate” global economic growth and disinflation next year, but said “uncertainty remains high and the range of outcomes is very wide”. Morgan Stanley forecast the S&P 500 index to touch 7,800 by the end of 2026, about a 16% upside from current levels, amid robust earnings growth and AI-driven efficiency gains.

Every time Joe publishes a story, you’ll get an alert straight to your inbox! By clicking “Sign up”, you agree to receive emails from Business Insider. In addition, you accept Insider’s Terms of Service and Privacy Policy. It's December 1, and we're firmly enmeshed in the most exciting part of any given year. No, I'm not referring to the holiday season, even if your local radio stations have all flipped over to Christmas formatting. I'm talking about stock forecast season, when the top strategists on Wall Street unveil their S&P 500 targets for the year ahead.

The Street's heaviest hitters have been on it, with a handful publishing their 2026 outlooks before Thanksgiving, giving market enthusiasts everywhere something to chew on over the holiday weekend.

Morgan Stanley Sees Us Outperforming Global Stocks In 2026 Raises S P

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