Joel Elconin outlines the key investing themes in US equity markets for 2026. We discuss the upcoming macroeconomic data that matters, and circle around to a number of market sectors, getting his outlook on whether we’ll see a continuation or a reversal in the prevailing trends.

Joel Elconin reviews the continued breakout higher in the US markets. With the S&P 500 index approaching the $5,000 level. Has a new market Supercycle commenced and should investors just stick with the tech and AI leadership?