2026-01-12 11:21:09

#Solana行情走势解读 $ETH $SOL

🔥The Wall Street High Stakes in 2026: Dancing with Rate Cuts and AI, Can You Have Both?

In 2026, the global capital markets are brewing a grand spectacle—the Federal Reserve is about to initiate a rate-cutting cycle, Trump’s new tax incentives are fueling the momentum, and the AI wave is accelerating corporate profit restructuring. How big can this combination move the markets?

First, look at inflation signals. The latest CPI year-over-year data has fallen to 2.7%, indicating a clear easing of inflationary pressures. Goldman Sachs expects the PCE index to approach the Fed’s 2% target, with oil prices and rents cooling simultaneously. U.S. Treasury yields have responded by declining, lowering borrowing costs, which benefits both companies and consumers. Longview’s chief strategist Watling bluntly states: "The U.S. economy will be like it’s been injected with adrenaline." This is no exaggeration.

On the corporate side? The 100% depreciation incentives in Trump’s “Big and Beautiful Act” have awakened CFOs—failing to seize this wave of capital expenditure benefits might mean having to pack up and leave. Nomura’s analysis hits the nail on the head. Meanwhile, driven by AI, labor productivity growth in the last quarter hit its fastest pace in two years, easing profit pressures and making cost structure optimization highly attractive.

What’s the result? The S&P 500 and Dow Jones both hit new highs, with capital flooding into value sectors like industrials and energy. Goldman Sachs forecasts a 12% EPS growth for the S&P in 2026—that’s no small number. Financials, retail, consulting, and other labor-intensive industries are opening a window for profit surges enabled by AI.

But don’t get too carried away. Urbanowicz’s warning is worth listening to: 15%-20% layoffs are closely linked to AI substitution, and "the dark side of artificial intelligence" is impacting the job market. The feast always comes with risks.

In 2026, who can profit from this game? The answer remains uncertain amidst the unpredictability.

SOL0,14%

ETH1,33%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

15 Likes

Reward
15
5
Repost
Share

Comment

0/400

TokenRationEater

· 01-12 11:50

If SOL can truly keep up with Wall Street's rhythm this time, it would be crazy. But speaking of which, the combination of rate cuts and AI will definitely boost on-chain activity. The key still depends on whether the Federal Reserve will actually take action.

View OriginalReply0

GhostAddressHunter

· 01-12 11:47

Lower interest rates + AI + Trump's new policies, if these three things happen together, will the crypto market go crazy?

View OriginalReply0

PancakeFlippa

· 01-12 11:46

Lower interest rates + AI + tax incentives—three-pronged approach, sounds too good to be true... but can we really ignore a 15%-20% wave of layoffs?

View OriginalReply0

ImpermanentSage

· 01-12 11:37

Lower interest rates + AI + tax cuts, they do look attractive on paper, but when the wave of layoffs hits, who can withstand it... Profit growth is built on rising unemployment rates, which makes it very hard to evaluate.

View OriginalReply0

ContractSurrender

· 01-12 11:34

Lower interest rates + AI sound pretty appealing, but I have a feeling this wave of retail investors is about to get cut... The S&P 500 is rising so sharply, can retail investors keep up?

View OriginalReply0