Top 7 Hyperscaler Capex Forecast This year, the top seven U.S. hyperscalers are on track to pour almost $900 billion into capex, with 2027 set to drive the total toward $1.5 trillion. What began as an AI boom has turned into a spending supernova. Image: J.P. Morgan Estimates
Gold Price Forecast Gold’s rally still has central banks at its back. Deutsche Bank remains bullish on the metal, putting fair value at about $4,700 an ounce by year-end, then $5,100 in 2027 and $5,442 in 2028. Image: Deutsche Bank
Forecast of Gold Prices Goldman Sachs slashed its year-end gold forecast by $500 an ounce as expectations for Fed easing in 2026 faded. The new $4,900 December target still leaves room for second-half gains. Image: Goldman Sachs Global Investment Research
U.S. Economic Forecasts Deutsche Bank forecasts resilient US growth through 2026 and 2027, but expects core inflation to stay well above the Fed’s 2% target and unemployment at 4.4%. Resilient growth sounds good, but persistent inflation might complicate rate cuts. Image: Deutsche Bank
U.S. Unemployment Rate Softer growth is set to nudge joblessness higher, with U.S. unemployment seen near 4.6% by year‑end and closer to 4.9% under a harsher oil shock scenario. Image: Deutsche Bank
Brent Oil Price Forecast Goldman Sachs has lifted its 2026 oil price forecast, now seeing Brent crude averaging $85 a barrel and WTI at $79, as disruptions in the Strait of Hormuz keep energy markets on edge. Image: Goldman Sachs Global Investment Research
Congressional Budget Office Forecast of 10-Year U.S. Treasury Yield The Congressional Budget Office sees the 10-year U.S. Treasury yield edging higher over the next few years as swelling federal debt puts upward pressure on borrowing costs. Deficits have a price. Image: Deutsche Bank
Price of Gold Forecast Analyst forecasts for gold at the end of 2026 cluster near record highs, with most expecting bullion to gain about 7%. A slower climb than last year’s rally and with forecasts spanning a wide range. Image: Financial Times
Average Strategist Year-End S&P 500 Forecast Wall Street’s top strategists are unusually in sync, calling for the S&P 500 to extend its run in 2026 amid solid earnings, a supportive rate backdrop, and steady AI-fueled momentum. Image: Bloomberg
Gold Price Forecast Gold could glitter brighter in the years ahead, with Yardeni Research projecting a run to $6,000 by 2026 and $10,000 by 2030 on the back of deep fiscal deficits, money-printing excess, and mounting global tensions. Image: Yardeni Research
2026 Equity Forecasts Goldman Sachs anticipates upside potential for global equities in 2026 amid a multipolar economic environment, while projecting modest underperformance for U.S. markets relative to international peers. Image: Goldman Sachs Global Investment Research