πππMorgan Stanley's 2026 global strategy report presents an optimistic view, forecasting that risk assets will lead. This is supported by factors like AI capital expenditure & aligned global policies.
The prediction likely to come true is AI capital expenditure driving growth. This is already happening as tech companies are heavily investing in data centers, cloud infrastructure and advanced chips, thus creating an engine for economic & earnings growth. This trend is likely to continue in 2026 & beyond.
However the prediction of a rare alignment of monetary & fiscal policies could go completely wrong. Political considerations, domestic economic pressures and divergent inflation trends across countries, could lead to divergent policies. This could create volatility and uncertainty in global markets.
Instead of taking these predictions as gospel truth, I would view it as a data point for my own research.
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