2026 outlook: Expect earnings growth, and some diversification
Affected assets and topics
Why it matters
Megan Horneman from Verdence Capital Advisors highlights optimistic earnings growth expectations for 2026, particularly in small-cap stocks and non-US equities. However, she also notes that the Federal Reserve may lack the ability to cut interest rates, which could impact market dynamics.
Article tone
Expected market reaction
Market impact analysis based on bullish sentiment with 79% confidence.
Evidence trail
Evidence
AI provenance
Technical identifiers
- Provider tag
- openai-gpt-4o-mini
- Analysis version
- openai-gpt-4o-mini
- Article id
- 26315
Original source
Verdence Capital Advisors CIO Megan Horneman expands upon Wall Street's earnings growth expectations in 2026, especially in small-cap stocks and non-US equities. Also hear Megan Horneman explain why the Federal Reserve may not have "the flexibility" anymore to cut interest rates in 2026. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Read the full article on Yahoo Finance
Original article published by Yahoo Finance on December 25, 2025. Analysis and insights provided by AnalystMarkets AI.