坎托·菲茨杰拉德（Cantor Fitzgerald）认为，随着潜在降息的临近，股市表现出色

Cantor Fitzgerald expressed a mostly positive constructive outlook for equities, emphasizing that corporate earnings and stock performance are positioned to outpace the broader economy over the medium term.

The investment institution argues that rising productivity and expanding profit margins, combined with the beginning of a monetary easing cycle, should support stronger gains in asset prices than in overall economic growth. 

The firm’s bi-weekly macro report also highlights that this trend may widen the disconnect between financial markets and key indicators of household stability, including job growth and consumer confidence. Nonetheless, Cantor Fitzgerald emphasizes that the broader backdrop continues to support a positive stance toward equities. 

Looking further ahead, the firm believes the current period of economic softness may set the stage for a rate-cutting cycle that extends into 2026. 

By then, the investment firm expects fresh sources of momentum to emerge, ranging from onshoring of supply chains and increased domestic investment to deregulation, reduced tariff effects, and the buildout of artificial intelligence infrastructure. 

Together, these drivers, combined with lower borrowing costs, are projected to provide meaningful tailwinds for both profits and valuations.

Market Tracking ETFs: (NYSEARCA:DIA), (NYSEARCA:DDM), (NYSEARCA:DOG), (NYSEARCA:DXD), (NYSEARCA:SDOW), (NYSEARCA:SPY), (NYSEARCA:VOO), (NYSEARCA:IVV), (NYSEARCA:RSP), (NYSEARCA:SSO), (NYSEARCA:UPRO), (NYSEARCA:SH), (NYSEARCA:SDS), (NYSEARCA:SPXU), (NASDAQ:QQQ), (NASDAQ:QQQM), (NASDAQ:TQQQ), (NYSEARCA:QID), and (NASDAQ:SQQQ).