智通财经APP获悉，嘉信金融研究中心宏观研究及策略主管Kevin Gordon表示，若财政支持扩大、劳动市场保持稳定、消费支出得以维持，2026年美国通胀将有些上行风险，这可能将美联储的降息次数限制在两至三次。谈及2026年经济前景展望，他认为，全球正身处一个持续变动的均衡状态当中，这导致资金于不同投资风格之间的快速转移，以及板块内部出现高度分散。
Kevin Gordon指出，人工智能(AI)继续主导资本配置和企业策略，但其投资影响正趋于成熟，股价未来能否持续走高，取决于其估值能否有实质的盈利增长支持，而非单靠投机去推动，故稳健的盈利将是支持股价的关键，尤其是部分板块表现已领先其他。
嘉信理财香港理财顾问郭明燊称，即使美联储持续下调短期利率，固定收益资产的收益率虽略低于去年，但仍具吸引力，预计美国综合债券未来十年的年回报率为4.8%，略低于去年预测的4.9%。
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