Subramanyan
11-30
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.

Which 2026 Prediction Do You Think Is Most Likely to Fail?
Morgan Stanley recently released its 2026 outlook. Policy support and strong corporate earnings are expected to continue. Risk assets are set to lead, driven by micro factors (AI-related capex), a supportive policy mix (fiscal, monetary, and deregulation), and U.S. economic resilience. The U.S. remains the primary driver of global growth and market returns, What is your view on the predictions for 2026? Which do you think is most likely to come true, and which is most likely to fail?
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