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The market enters 2026 having navigated a "wall of worry" including trade wars, geopolitical conflicts, and AI bubble fears. Despite these pressures, the fundamental outlook remains supported by corporate earnings.
Stimulus measures should boost consumption
" Numerous government stimulus measures are already in place — from tax cuts included in the One Big Beautiful Bill Act, to retroactive tax refunds, to massive tax breaks and subsidies for companies that agree to move their manufacturing operations to the United States. More recently, the president has championed the idea of “tariff dividends” for US citizens under…