Why the SpaceX IPO Could Change Everything for 2026! | The Lowdown

Описание: In this episode of The Lowdown, host Michael Smith and guest Kevin Lenox explore the 2026 market outlook. The bullish case highlights a resilient U.S. economy, with Q4 2025 GDP projected at around 3 percent, strong corporate earnings growth of 12 percent in 2025 and 14.5 percent in 2026, continued Fed rate cuts, peak fiscal stimulus in Q2 2026, and record M&A activity fueled by deregulation. On the bearish side, they discuss sticky 3 percent inflation, high long-term yields and mortgage rates, housing unaffordability, potential job slowdowns, and hyperscalers' increasing reliance on debt and private credit as AI capital expenditures outpace profits. A key focus is the expected mid-2026 SpaceX IPO at a possible $1.5 trillion valuation, where success could boost space innovation while weakness might chill IPO sentiment.

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