Our 2026 S&P 500 Index target is 8,000 for 2026, assuming a 23x multiple of 2027 estimated S&P earnings of 348. Read more here.

Wall Street is warning about a widening K-shaped economy, but Bank of America says the divide may be less destabilizing than feared.

Consumer spending rose again in September, likely foreshadowing data showing a robust pace of economic growth in the third quarter when the long-delayed report is released a few days before Christmas.

From homebuilding to trucking, major parts of the US economy are in deep trouble. The weakness could drag the whole country into a recession.

US employment growth exceeded forecasts while the jobless rate ticked higher in September, illustrating a tenuous labor market that is unnerving American consumers.

Key monthly metrics from the US government continue to be released now that the shutdown has ended. Next up: September wholesale inflation and retail sales.

JPMorgan said it favors a barbell portfolio with investments split across AI stocks and cyclical stocks going into 2026.

Canada’s equity benchmark spent the first quarter stuck in a rut as investors priced the tumult caused by US President Donald Trump’s bombast and tariffs. It’s been on a tear ever since, and strategists expect the surge to persist in 2026.

Retail sales rose 0.2% after an unrevised 0.6% gain in August, the Commerce Department's Census Bureau said. Economists polled by Reuters had forecast retail sales, which are mostly goods and anot adjusted for inflation, would rise 0.4%.

Apollo's top economist is eyeing risks including a fresh bout of inflation and massive influx of new bond issuance pressuring markets in 2026.

The jobs report for September, delayed for weeks due to the government shutdown, was expected to show the economy added around 50,000 jobs that month.