Markets: Why this is the best 'earnings setup' since 2020-2021

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Morgan Stanley's Andrew Pauker believes the current earnings environment is the best setup since 2020-2021, potentially sending markets soaring in 2026, with a year-end target of 7,800 on the S&P 500.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

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Morgan Stanley senior US equity strategist Andrew Pauker — who has a year-end target of 7,800 on the S&P 500 (^GSPC) — explains the current earnings environment that could send markets (^DJI, ^IXIC, ^GSPC) soaring in 2026. Also catch Andrew Pauker weigh in on the Federal Reserve's interest rate cutting path after President Trump's nomination of Kevin Warsh to be the next chair of the US central bank. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

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Original article published by Yahoo Finance on February 9, 2026.
Analysis and insights provided by AnalystMarkets AI.