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U.S. Stocks Set to Surge: Morgan Stanley's 2026 Forecast

11/17/2025

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Summary

Story summary

Morgan Stanley says U.S. equities will outperform in 2026 due to AI investment and policy support.
It forecasts Standard & Poor's 500 (S&P 500) at 7,800 by end-2026, up about 16%.
It expects moderate global growth and disinflation despite uncertainty, with the dollar index falling and rebounding.
Morgan Stanley raised its European equities target on Germany's fiscal plans, with gold and copper prices projected higher.

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Story summary

Morgan Stanley says U.S. equities will outperform in 2026 due to AI investment and policy support.
It forecasts Standard & Poor's 500 (S&P 500) at 7,800 by end-2026, up about 16%.
It expects moderate global growth and disinflation despite uncertainty, with the dollar index falling and rebounding.
Morgan Stanley raised its European equities target on Germany's fiscal plans, with gold and copper prices projected higher.