HSBC’s strategy team is pushing back against investor skepticism about their bullish stock market outlook.
Despite concerns about tariffs, dollar weakness, and geopolitical risks, HSBC argues these worries are overblown.
They point to positive wage growth, household wealth increases, and the potential for AI-driven growth as reasons to be optimistic.
The bank also notes that historically, stocks have risen 81% of the time following geopolitical shocks, and they believe current market positioning still signals a buying opportunity.