Feb

8

CIO predicts 2026, too

February 8, 2026 |

Expect Equity Markets to Broaden in 2026, Led by Small Caps, International

Both fiscal and monetary stimulus should boost earnings in the U.S. and abroad, with dollar weakness continuing to underpin international stocks.

Nils Poertner comments:

Back in High School, they gave a 1 pager of Latin and we had 1 hour to translate it (since it is an ancient language I was spending a lot of time to see what this all meant.) We all know English more or less. These days, I read a 1 pager in English (like this page) in 1 minute. My modern brain actually agrees with the whole article. Yummy. In reality there are probably a lot of cliches in it….

Zubin Al Genubi writes:

AI is about training data otherwise it gets stale and cliched. Like a person reading the same newspaper every day. Google has lots of data. Musk is merging SpaceX with AI because as internet provider he will have access to unlimited global data. I wonder what their contract disclosures say about data privacy.

Steve Ellison responds:

"Expect"? I have seen the broadening occurring since November. There was an extended non-confirmation of Dow Theory last summer into fall as the Industrials were making new highs, but the Transports remained below their November 2024 high. Not only did the Transports finally make an all time high, now they are making new highs before the Industrials do. Similarly, the equal-weighted S&P 500 ETF RSP, which was badly lagging the cap-weighted SPY in the 2025 rally off the "Liberation Day" tariff lows, made a new high yesterday while the cap-weighted index only partially regained some of its losses from earlier in the week.

I said on X [6 Feb.], "Lots of strength in the broader market. While technology stocks were selling off the last few days, the Industrial, Materials, Consumer Staples, and Energy sector ETFs all made new highs".


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