JPMorgan: O "super ciclo" de lucros dos Estados Unidos impulsará o mercado de ações a novas máximas

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Goldman Sachs reports that on June 3rd, Natalia Lipishina, head of European, Middle Eastern, and African equity strategy at JPMorgan, stated that the US profit "super cycle" will drive the stock market to new highs, a trend driven by massive investments in mega-corporations and advances in artificial intelligence proxy technology. Lipishina said, "We have actually just upgraded our expectations for the S&P 500 index, and we believe that profit growth in 2026 could reach 20%." In the current earnings season, the S&P 500's profit growth has reached its highest level in five years, with most of the growth still coming from large technology companies. Lipishina described the recent profit growth as "quite remarkable," with the technology sector playing a significant role. The bank's upward revision of earnings expectations reflects confidence that profit growth will be more persistent than the typical economic cycle.
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