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1. Equity strategists are staying bullish.

Morgan Stanley’s Michael Wilson says US stocks will continue rallying after four months of gains as Fed rate cuts coincide with robust corporate earnings. Strategists at Evercore ISI expect the S&P 500 to gain another 20% by the end of 2026, driven by excitement around AI.

Christopher Brecher, founder and CEO of TradingNest.tv predicts that the S&P 500 could drop 10% by mid-October if the long bond yield breaks above 5% and trends toward 5.5%. He highlights a lack of corporate buybacks and rising concerns about consumer confidence as additional drags on equities. Brecher also notes that if mortgage rates rise while money market yields decline, the middle class will be squeezed, further pressuring the market.

2. JPM continues to see strong growth in the electrical sector for several years, most likely in the 20-40% range.

It estimates France's Legrand and Schneider to have the highest exposure to Data Centers at about 24% of revenue, with peers ABB and Siemens at about 6% and 2% respectively. “Outside of the four walls of the DC, we assume Siemens, Schneider and ABB’s respective Electrification divisions have double-digit exposure to wider DC infrastructure spending, further supporting growth in the medium term.” Below: The highest organic growers now broadly align with the highest forward multiples in a relatively linear fashion, as shown below which uses Bloomberg consensus forecasts.

3. India manufacturing growth strongest in over 18 years.

India’s manufacturing sector is on a strong upswing as PMI climbed to 59.3 in August, the highest in 18 years, driven by robust demand and stronger factory orders with sustained production growth highlighting the strength of India’s economy despite global uncertainties.

4. Chinese stocks on track for the largest monthly inflow from Hedge Funds in history.

Goldman boosts China stock targets and says China stock rally has room to run.

5. US earnings projections for 2026 are looking very optimistic.

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