Name: Will a 'Goldilocks' Environment Fuel the S&P 500 Rally?
Uploaded: 2025-12-22T15:00:00Z
Duration: 1 min 48 s
Description: With the S&P 500 set to close out another strong year of gains, Barrons Investor Circle newsletter editor Josh Schafer breaks down whether Wall Street thinks the rally rolls on in 2026.

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With the S&P 500 set to close out another strong year of gains, Barrons Investor Circle newsletter editor Josh Schafer breaks down whether Wall Street thinks the rally rolls on in 2026.

https://m.wsj.net/video/20251219/98fbeb37-4589-4ede-8169-c4bbdf6a7f1d/1/hls/manifest-hd-wifi.m3u8

Will a 'Goldilocks' Environment Fuel the S&P 500 Rally?

The S&P 500 is set to close out 2025 with another year of hefty gains, but what's in store for markets in the year ahead? Let's break it down. Wall Street expects another positive year for stocks with a media and S&P500 target among strategists calling for a more than 10% rally in the Benchmark Index by the end of the year. Consensus expects S&P500 earnings growth to pick up while economic growth also accelerates and the Federal Reserve cuts interest rates more than once. This creates a backdrop. Some Wall Street pros have dubbed a, quote, "Goldilocks" environment for investors, but what could make the porridge too cold? Well, the ideal outlook already expected things like a string of disappointing quarterly reports from AI companies or further cooling in the labor market will be a heavy focus in the year ahead. 2026 is also expected to be another year marked by rotation. While AI remains the dominant theme in the stock market, this past year brought a shift in which stocks are winning. Just take a look at Alphabet shares. They outperformed all of the Magnificent Seven this year, and that was a shift from the prior years. The rotation has already drawn investors outside the AI trade too. In the past month alone, sectors like consumer discretionary, financials, materials and industrials have all outpaced the S&P500. This is in line with what many investors are calling for headed into 2026 arguing it is time to position for the broadening of that stock market rally. After several years of a heavy focus on who is winning the AI build out, analysts recommend that's changing too. They recommend looking for companies that could see profits rise as AI makes their businesses more efficient. For more of what to expect into the coming year, check out barrons.com where we have projections about the path for both the economy and the stock market, as well as 10 stock picks you should be looking at for 2026.