Bull market will continue run in 2026, will be bumps in the road: Hennion & Walsh's Kevin Mahn

分组1 - The market is expected to continue its bullish trend into 2026, although short-term volatility is anticipated [1][3] - Historical data shows that when the S&P is within 2% of its all-time high, the market has moved higher by an average of just under 14% over the next 12 months following interest rate cuts by the Federal Reserve [2][3] - Oracle is highlighted as a key company to watch this week, with expectations for strong revenue growth and future projections to support its AI initiatives [4][5][6] 分组2 - The Federal Reserve is expected to cut interest rates, potentially moving the Fed funds target rate to a range of 3.5% to 3.75%, with limited further cuts anticipated in the near term [10][11] - The M&A landscape is active, with notable interest in the Netflix acquisition and competitive bids from companies like Paramount, indicating a healthy deal market [12][15][16] - The potential for increased M&A activity is seen as a positive economic signal, benefiting banks involved in deal-making and indicating a favorable environment for private equity and small-cap companies [16]