MacroVoices · Thursday, July 9, 2026
Adam Parker, founder of Trivariate Research, believes the US equity market is likely to trend upwards over the next six to twelve months, driven by strong corporate earnings. He suggests that while valuations may be stretched, the underlying earnings growth will support the market, leading to a potentially choppy but positive trajectory.
“But, you know, I think the corporate earnings have been strong and the price to earnings probably likely contracts some. It's you know, you're left with a choppy but upward trending US equity market for at least the next six to 12 months, just because of the strength of the underlying earnings.”