S&P 500 2026 Outlook: Modest Growth And Volatility
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Stony Chambers Asset Research3.73K FollowersFollow5ShareSavePlay(10min)CommentsSummaryExpect the S&P 500 to reach 7,500 by end-2026, implying a 13% total return from current levels.Valuations are elevated, but rising earnings estimates and moderate Fed easing support both earnings growth and slight multiple expansion.AI capex remains a key driver, with the cycle shifting from infrastructure buildout to proving ROI and broader adoption.Fiat debasement is another big driver that should help all asset prices.Rasi Bhadramani/iStock via Getty Images My base case is the S&P 500 finishes 2026 around $7,500, not overly bullish and overall a pretty normal year. As I write this we are at $6,728, so that's 11.5% price upside, plus a little over 1% dividend yield for a roughlyThis article was written byStony Chambers Asset Research3.73K FollowersFollowCogent investment views on digital assets, macro, and derivatives. BTC Maxi. My investment philosophy centers around deep fundamentals, impactful narratives, and Austrian economics. Time horizon is the primary dividing factor for investment research. Long-horizon research will focus on digital assets, macro, and general value opportunities. Emphasis is placed on a global, long-run macro view as the basis for these investment considerations. Short-horizon research will focus on options and volatility for income generation and hedging.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.