Stock market forecast for 2025 the "stock market forecast for 2025"

The "stock market forecast for 2025" includes potential upside in infrastructure-related equities, supported by government stimulus packages. Construction, engineering, and material supply companies may report record backlogs by year-end. Meta is using AI to create more engaging experiences across its social media. CEO Mark Zuckerberg says, "AI is significantly improving our ability to show people content that they're going to find interesting and useful." Users spent 5% more time on Facebook and 6% more time on Instagram during the second quarter due to improvements in the underlying recommendation engines. At the same time, risks remain on several fronts. Hawkish tariff talk is back, posing continued risks for stocks and the US dollar. And risks from higher bond yields look likely to persist. As I’ve written about before, there’s been upward pressure on bond yields from a rise in the “term premium,” which refers to the additional compensation that lenders, like bondholders, typically require for lending for longer periods. After an unusual decade of negative term premiums—largely due to quantitative easing and zero or near-zero interest rates—this premium has been increasing and could still have further to climb. The "stock market forecast for 2025" suggests a moderate bullish trend, driven by resilient corporate earnings and AI-driven productivity gains. Analysts project the S&P 500 could reach the 5,500 level if inflation continues to ease and the Fed signals rate cuts by mid-