VISION2026 | Big picture views: What’s driving markets now – Jurrien Timmer | 25 Sept 2026 | FidelityConnects
1. Executive Briefing (TL;DR)
- Cyclical Bull Market Maturity: S&P 500 is in month 46 of a cyclical bull market (+124% gain over 45 months, third-highest in 50 years); however, earnings growth momentum is reaching a peak rate of change, signalling a transition into a flatter, lower-beta phase [00:01:33].
- The "Mag 7" Era Transition & Market Rotation: Broadening market leadership is underway as money rotates into non-AI sectors and value stocks. Mag 7 stocks are pivoting cash flow from guaranteed share buybacks to high-risk AI capital expenditures, reducing payout certainty [].
References
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