The AI summary of the outlook from the 15 major Wall Street investment banks is "precarious," with JPMorgan warning of AI bubble risks.

According to Odaily, Wall Street's 15 major investment banks' market outlook for 2026 has been summarized by AI as "precarious." Although stimulus measures such as the "Big and Beautiful Act" will drive the overall market upward, investors face multiple challenges. JPMorgan warns that investment in the AI sector has soared from $150 billion in 2023 to a possible over $500 billion by 2026, increasing the risk of a bubble. Both Deutsche Bank and Goldman Sachs point out that vulnerabilities in the U.S. labor market could trigger a recession. Bank of America expects the core inflation rate to remain at 2.8% by the end of 2026, significantly higher than the 2% target, which may affect the Federal Reserve's rate-cutting cycle. Meanwhile, under the K-shaped economic pattern, the financial situation of low-income households is particularly fragile, and consumer polarization is evident. (Golden Ten Data)