Core Viewpoint - Marko Papic predicts significant trends for 2026, including a boom in U.S. housing, a rise in European equities, a weaker dollar, and an increase in industrial commodities [1] Group 1: U.S. Housing Market - A boom in the U.S. housing market is anticipated, suggesting strong growth and investment opportunities in this sector [1] Group 2: European Equities - European equities are expected to perform well, indicating potential for increased returns in this market [1] Group 3: Currency Trends - A weaker dollar is forecasted, which may impact international trade and investment strategies [1] Group 4: Industrial Commodities - A surge in industrial commodities is predicted, highlighting potential growth in sectors reliant on these materials [1]
This contrarian strategist says Trump is predictable and the Fed was never independent as he makes these bold calls
MarketWatch·2026-01-13 08:07