Wall Street Week Ahead: Spiking bond yields, midterms, earnings to test US stocks' typical fourth-quarter strength

Economic Times - Oct 3, 2026

As the fourth quarter commences, US stocks traditionally experience a positive trajectory. Nonetheless, investors face hurdles such as climbing bond yields and a heavy reliance on AI expenditures. Coupled with the looming corporate earnings season and the November elections, market unpredictability intensifies. Analysts predict notable earnings growth, particularly driven by investments in AI infrastructure, which could shape the market's direction as the year concludes.

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