I posted a little earlier on this call (Morgan Stanley raises its S&P 500 target to 7200), adding more now.
positive operating leverage, AI adoption, U.S. dollar weakness, tax savings under the OBBBA legislation (One Big Beautiful Bill Act, a sweeping U.S. tax and spending law)favourable year-on-year comparisons, pent-up demand across industries, and a high likelihood of Federal Reserve rate cuts by the first quarter of 2026.
April’s market selloff, triggered by Trump’s tariff announcements, likely marked the end of the earnings recession the analyst wrote, and that it now appears the US is transitioning to a recovery phase that is not fully appreciated by markets yet.
Further boosting sentiment are signs of easing macroeconomic uncertainty. Trump’s new trade agreement with the European Union and expectations of Fed policy easing later this year are reinforcing investor confidence in the market’s upside potential.
Morgan Stanley's bullish case, once seen as aggressive, is now gaining credibility as earnings momentum accelerates.
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