Will the Bull Market Continue? Economic Outlook for 2026 with Caleb Silver

Dec 14, 2025

Caleb Silver, a renowned financial journalist and market analyst, joins to dissect the economic landscape heading into 2026. He covers the implications of the canceled jobs report and contrasts low consumer confidence with steady unemployment and wage growth. Silver highlights the dominance of the 'Mag 7' tech stocks and questions if other sectors can bolster the market. He also discusses Walmart's strategic move to Nasdaq and explores emerging opportunities in healthcare, financials, and mid-caps as the economic tide shifts.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

Economy Stronger Than Sentiment

The US economy is in better shape than public sentiment implies despite low consumer confidence.
Lower unemployment and steady wage growth support continued economic growth into 2026.

INSIGHT

Lower Rates Will Bolster Growth

The Fed is expected to cut rates about a full percentage point over the next year, supporting growth.
Lower interest rates plus corporate spending should sustain economic expansion into 2026.

INSIGHT

Breadth Signals A Healthy Bull Market

Market breadth has recently improved with many stocks rallying alongside mega-cap tech.
Broader sector participation indicates a healthier, more sustainable bull market.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

In this clip from Market Mondays, hosts Rashad Bilal and Troy Millings sit down with financial analyst Caleb Silver to break down the current economic landscape and what lies ahead for 2026. The conversation starts with a historic event—the cancellation of the American jobs report—and what it signals for business journalists, policymakers, and everyday investors. Caleb Silver explains why, despite the anxiety over inflation and consumer confidence being at lows reminiscent of the Great Financial Crisis, the U.S. economy is in better shape than most people feel. The clip dives into key data points like updated unemployment rates, wage growth, and the impact of underreported layoffs and AI-driven changes in the job market. The discussion pivots to stock market trends, especially the dominance of the "Mag 7" mega-cap tech stocks. Troy Millings asks the crucial question: If the Mag 7’s run slows, can the rest of the S&P 500 pick up the slack? Caleb Silver provides deep insights into what breadth in the market really looks like, highlighting why recent rallies in healthcare, financials, and commodities matter for investors seeking diversification. Walmart’s shift to the Nasdaq and its surprising outperformance versus other tech giants is put under the spotlight. Caleb Silver explains why Walmart's move is strategic, aiming for a spot among elite growth stocks and inclusion in popular indices. Looking ahead, the clip identifies where opportunities may exist for investors going into 2026, including sector rotation, the resurgence of healthcare and biotech, and the importance of looking at undervalued mid- and small-cap stocks. Caleb Silver explains the difference between small, mid, large, and mega-cap companies, and how those categories affect investment strategies in a world dominated by trillion-dollar giants. If you want to understand where the U.S. market, consumer sentiment, and investor behavior are heading, this clip is packed with actionable analysis. Plus, get a behind-the-scenes glimpse of what investors and financial researchers are really looking up as we close out the year. *Hashtags:* #MarketMondays #CalebSilver #EconomicOutlook #2026Forecast #StockMarket #Investing #Walmart #Mag7 #MidCapStocks #SmallCapStocks #FinancialAnalysis #ConsumerConfidence #Inflation #JobMarket #SectorRotation #WallStreet #Nasdaq #S&P500 #BullMarket #Investopedia

See omnystudio.com/listener for privacy information.