Why the SpaceX IPO Could Change Everything for 2026! | The Lowdown скачать в хорошем качестве

Why the SpaceX IPO Could Change Everything for 2026! | The Lowdown

In this episode of The Lowdown, host Michael Smith and guest Kevin Lenox explore the 2026 market outlook. The bullish case highlights a resilient U.S. economy, with Q4 2025 GDP projected at around 3 percent, strong corporate earnings growth of 12 percent in 2025 and 14.5 percent in 2026, continued Fed rate cuts, peak fiscal stimulus in Q2 2026, and record M&A activity fueled by deregulation. On the bearish side, they discuss sticky 3 percent inflation, high long-term yields and mortgage rates, housing unaffordability, potential job slowdowns, and hyperscalers' increasing reliance on debt and private credit as AI capital expenditures outpace profits. A key focus is the expected mid-2026 SpaceX IPO at a possible $1.5 trillion valuation, where success could boost space innovation while weakness might chill IPO sentiment. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.