2025 was a combined yr for the US inventory and crypto area. The yr was a mix of a number of wholesome value spikes adopted by durations of heavy capital outflows, holding the area on edge. Nevertheless, 2026 appears to be a shiny yr for the US markets area usually, with the sector capping in positive factors with the concepts of tokenization and the blockchain agenda pushing the monetary area to experiment with newer avenues.
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Why 2026 May Be Big for the US Markets
In a current replace shared by The Kobeissi Letter, 2026 might be revolutionary for the US markets usually. The publish emphasised how Trump is asking for rates of interest to be lowered by 1%, which may usher in important adjustments in 2026. That being mentioned, the publish additionally shared how the markets at the moment are witnessing the AI Capex extending as effectively, flashing a bullish market outlook for subsequent yr. With treasured metals amping up, the monetary markets are up for a run, queuing in for a worthwhile 2026.
Furthermore, the KL publish outlines how a spree of recent occasions may form up a optimistic market outlook with QT ending and a brand new Fed chair developing subsequent yr.
“2026 goes to be unbelievable. Trump is asking for rates of interest to be 1% and promising stimulus checks, AI CapEx is nearing $1 trillion per yr, and treasured metals are making historical past. All as mass deregulation is in full swing and the US and China are in an all-out AI arms race. In the meantime, midterm elections are coming, the Fed has ended QT, and retail participation in capital markets is at file highs. Crypto ought to quickly rejoin the asset proprietor celebration. Be excited for what’s subsequent and place accordingly.”
US Inventory Market Cap Is Capping New Highs
One other KL publish has outlined how the US inventory market is constantly rising, projecting a optimistic future stance. Per the publish, the entire public fairness market cap is now at $72T, 3.5 instances greater than your complete European fairness market.
“The dimensions of the US market is at historic ranges. Complete US public fairness market capitalization is now as much as a file $72 TRILLION. That is now greater than 3.5 TIMES the dimensions of developed Europe’s market and over 3.5 TIMES China and Hong Kong mixed. It is usually bigger than the mixed market worth of Europe, China, Hong Kong, Japan, India, France, and the UK. This comes because the Nasdaq’s market cap has greater than doubled since 2022, to a file ~$38 trillion. On the similar time, the NYSE’s market worth has surged $10 trillion, to ~$32 trillion. The US is dominating international markets.“
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