Us Stocks May Outperform In 2026 Says Morgan Stanley Raises S P 500

Bonisiwe Shabane
-
us stocks may outperform in 2026 says morgan stanley raises s p 500

At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.

At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues. The past month’s mild stock market dip hasn’t dissuaded strategists at Morgan Stanley from raising their S&P 500 forecast for next year. Mike Wilson, the financial giant’s chief investment officer, now thinks the S&P 500 will finish 2026 at 7,800 amid a “new bull market.” With the leading index trading at 6,702.82 at time of writing, that would represent an increase of more than 16% over the next 13 months. Wilson says in a new interview with Bloomberg Television that the Federal Reserve needs to cut rates for that forecast to materialize.

He also says it’s dependent on “the earnings cycle broadening out.” Wilson argues that the Fed’s balance sheet needs to expand to support the growth that he predicts will materialize next year. 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. Anabelle Colaco 20 Nov 2025, 03:12 GMT+10 NEW YORK CITY, New York: Morgan Stanley is turning more optimistic on U.S. equities heading into 2026, boosting its year-end target for the S&P 500 as it predicts that American markets will outshine global peers in the next phase of the economic cycle. In a set of global outlook notes published on November 17, the bank said it now expects the S&P 500 (.SPX) to reach 7,800 by the end of 2026.

The forecast reflects what Morgan Stanley describes as strong corporate earnings momentum, productivity gains tied to artificial intelligence, and a policy environment that remains broadly supportive of risk assets. The bank did not immediately clarify its previous target for the index. Get a daily dose of Malaysia Sun news through our daily email, its complimentary and keeps you fully up to date with world and business news as well. Reporting by Rashika Singh and Siddarth S in Bengaluru; Editing by Shilpi Majumdar Our Standards: The Thomson Reuters Trust Principles., opens new tab 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

People Also Search

At Morgan Stanley, We Lead With Exceptional Ideas. Across All

At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues. From volatility and geopo...

At Morgan Stanley, We Lead With Exceptional Ideas. Across All

At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues. The past month’s mild stock market dip hasn’t dissuaded strategists at Morgan Stanley from raising their S&P 500 forecast for next year. Mike Wilson, the financial giant’s chief investment officer, now thinks the S&P 500 will finish 2026 at 7,800 amid a “new bull mar...

He Also Says It’s Dependent On “the Earnings Cycle Broadening

He also says it’s dependent on “the earnings cycle broadening out.” Wilson argues that the Fed’s balance sheet needs to expand to support the growth that he predicts will materialize next year. 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...

I'm Talking About Stock Forecast Season, When The Top Strategists

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. Anabelle Colaco 20 Nov 2025, 03:12 GMT+10 NEW YORK CITY, New York: Morga...

The Forecast Reflects What Morgan Stanley Describes As Strong Corporate

The forecast reflects what Morgan Stanley describes as strong corporate earnings momentum, productivity gains tied to artificial intelligence, and a policy environment that remains broadly supportive of risk assets. The bank did not immediately clarify its previous target for the index. Get a daily dose of Malaysia Sun news through our daily email, its complimentary and keeps you fully up to date ...