I personally feel these predictions are slanted more on the bullish side - perhaps even turbo-bullish in some respects like fixed income staying attractive coupled with high equity growth. For this to happen, we would need all three to materialise: Favorable Policy Mix, Corporate Earnings Growth & Improved Domestic Demand & Supply too.
The forecast most likely to come true is the continued investment and productivity gains related to AI.
The forecast that could be wrong is of sustained, moderate global economic growth and gradual disinflation - with Trump around, we can guarantee this won't happen easily.
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