The outlook for Wall Street's 15 largest investment banks has been summarized as "precarious" by AI, with JPMorgan warning of the risk of an AI bubble.
According to Odaily Planet Daily, the 2026 market outlook from 15 major Wall Street investment banks is described as "precarious" by AI experts. While stimulus packages such as the Big and Beautiful Act will drive the overall market upward, investors face multiple challenges. JPMorgan Chase warns that investment in the AI sector has surged from $150 billion in 2023 to potentially exceeding $500 billion in 2026, increasing the risk of a bubble. Deutsche Bank and Goldman Sachs both point out that the fragility of the US labor market could trigger a recession. Bank of America predicts that core inflation will remain at 2.8% by the end of 2026, well above the 2% target, potentially impacting the Federal Reserve's rate-cutting cycle. Meanwhile, under the K-shaped economic pattern, the financial situation of low-income families is particularly vulnerable, and consumer segmentation is significant. (Jinshi)
