2026 Market Outlook: The Year Of Real Assets As AI Hype Reaches Peak
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Pacifica Yield13.45K FollowersFollow5ShareSavePlay(7min)CommentsSummaryThe S&P 500 could be set for 8% to 12% growth next year, even with the Shiller PE Ratio close to its dot-com bubble high at 39.59.U.S. November CPI fell to 2.7% with core inflation falling 40 basis points below consensus at 2.6%. This cadence with inflation should continue with falling gas and rent prices.Retail gas prices have fallen to a more than 3-year low, with monthly apartment rent growth in the U.S. declining in November by its steepest in more than 15 years. Aerial_Views/iStock via Getty Images The S&P 500 (SP500) is set for growth next year as the aggregate of slowing inflation, a more dovish Fed chair, and continued positive U.S. GDP prints drives the market higher even as enthusiasm around AI ebbs. WhenThis article was written byPacifica Yield13.45K FollowersFollowThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividend tickers, REITs, and green energy firms.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.