12月15日，睿盛银行预期，美联储明年会继续温和减息，在关税问题抑制经济增长下，虽然有低利率和AI投资抵销相关影响，但预期2026年美国经济增长或略较2025年放缓。另一方面，美联储新主席是否有亲特朗普的候选人担任，仍有待观察，现时预计美国明年会降息3次。
该行维持对股票长期升势的看法，指企业盈利和美国低利率环境会继续支撑股票市场。明年前景看来更具挑战性，主要因为估值已变得很高及全球经济前景疲弱。企业能否继续以令人信服的盈利增速满足市场的高预期，将成为关键因素。有机会令市况波动性变得更大。
该行提到，在在不稳定时期，美元仍是热门避险资产。如果美元出现意外的突然升值，部分沽美元进的合约更有机会需要平仓，将会产生反效果，即推高美元。
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