Market expert reveals what he is ‘bullish' on for 2026

Fox Business | February 03, 2026 at 09:16 AM UTC
Bullish 90% Confidence
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Key Points

  • Positive market performance and strong manufacturing data (ISM PMI highest since 2022) are noted.
  • Trump's pro-growth agenda (tax cuts, deregulation, 'drill baby drill', tariffs) is credited for economic improvements and higher tax revenues.
  • Dan Clifton is 'bullish on GDP growth for 2026', expecting policy impacts this year.
  • Steve Moore advocates for Kevin Warsh as Fed Chair to bring 'pro-growth models', restructure the Fed, and slash bureaucracy, aiming for high growth and low inflation.

AI Summary

The discussion highlights positive market and manufacturing data, attributing it to President Trump's pro-growth agenda, including tax cuts, deregulation, and energy policies. Panelists express bullish sentiment for 2026 GDP growth, also emphasizing the potential for a transformative Federal Reserve under Kevin Warsh, focusing on high growth and low inflation.

Model Analysis Breakdown

Model Sentiment Confidence
Gemini 2.5 Flash Bullish 90%
Consensus Bullish 90%