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7.96558865700583E-05 0.000955870638840246 0.00135415007169031 7.96558865700583E-05 0.00143380595826037 0.0109925123466624 0.00844352397642188 0.00127449418512025
Stock impact report

Market Outlook: Optimism around 2026 U.S. growth may be overdone [BNN Bloomberg (Canada)]

Freeport-McMoRan, Inc. (FCX) 
Last freeport-mcmoran, inc. earnings: 4/24 07:30 am Check Earnings Report
Company Research Source: BNN Bloomberg
But those expectations may be running ahead of reality, with growth likely to remain steady rather than meaningfully reaccelerate. BNN Bloomberg spoke with Jack Janasiewicz, portfolio manager and lead portfolio strategist at Natixis Investment Managers Solutions, about why tax cuts may have limited impact, how cooling inflation could influence Federal Reserve policy and where investors may still find opportunities. Key Takeaways Expectations for a sharp U.S. growth reacceleration in 2026 may be too optimistic, with economic momentum likely to remain steady rather than accelerate. Tax cuts are expected to provide only limited support, as households tend to save or pay down debt rather than fully spend incremental income. Cooling rents, slower wage growth and easing labour demand point to continued disinflation, potentially giving the Federal Reserve more flexibility to cut rates. Equity leadership is becoming more uneven, with widening dispersion between winners and losers, Show less Read more
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