What to expect from the stock market in the last quarter of the year
Investors are making their last portfolio adjustments today before the start of the last quarter of the year. Six catalysts emerge as key references in a period that begins with an unusual combination, according to analysts consulted. Hence their warning: You can make money at the end of the year, but you will have to choose very well where, both in the stock market and in debt.
Analysts are warning that the traditional year-end stock market rally is not guaranteed, citing an unusual combination of factors as the last quarter of 2026 begins. These factors include high stock prices, a 5.24% ten-year US bond yield - the highest since 2007 - a strong US economy, high oil prices, and rising interest rates. The outcome will depend on six key catalysts: the Middle East conflict and oil prices, central bank meetings, macroeconomic data, fiscal policy, the US midterm elections, and corporate earnings.
Written by urgent.news from Expansion ES's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.
