Here’s (Almost) Everything Wall Street Expects in 2026

What happened

Bloomberg has released a comprehensive report detailing Wall Street's expectations for 2026. The report covers over 700 key predictions related to AI spending, government policies, inflation, private assets, and the US dollar.

Key facts

• The report includes over 700 key calls on various economic and financial trends.
• AI spending and government policies are anticipated to drive growth.
• Inflation is expected to remain a significant challenge.
• Private assets are projected to continue their upward trend.
• The US dollar is expected to decline further.

Background & context

Wall Street analysts regularly provide forecasts to guide investors and policymakers. These predictions are based on current economic indicators, historical trends, and potential future developments. Artificial intelligence and government policy are increasingly influential in shaping economic growth, while inflation and currency trends remain critical areas of concern for global markets.

Why it matters (for US readers)

Understanding Wall Street's expectations can help US investors and policymakers make informed decisions. The focus on AI and government policies highlights areas of potential growth and innovation, while concerns about inflation and currency trends underscore ongoing economic challenges. These insights are crucial for strategic planning in both public and private sectors.

Stakeholders & viewpoints

• Investors: Interested in growth opportunities and risk management.
• Policymakers: Focused on economic stability and regulatory impacts.
• Businesses: Looking to capitalize on AI and technology advancements.
• Economists: Analyzing inflation trends and currency movements.

Timeline & what to watch next

• Monitor AI spending trends and related technological advancements.
• Observe government policy changes impacting economic growth.
• Track inflation rates and their effects on the economy.
• Watch for shifts in private asset valuations.
• Follow currency exchange rates, particularly the US dollar.

Sources

• Bloomberg