Wall Street's heavyweight drops a bold call: U.S. economy could clock 2.4% growth next year. What's fueling this optimism?

Five key catalysts are lining up. OBBBA stimulus package? Check. Fed rate cuts potentially kicking in during H2? That's the wildcard everyone's watching. These aren't isolated events—they're dominos that could trigger a meaningful uptick in economic activity as 2026 unfolds.

The second-half acceleration matters. Why? Because rate cuts historically inject liquidity into markets, and that ripple effect doesn't stop at traditional assets. When borrowing costs drop and fiscal stimulus flows, risk appetite climbs across the board.