Goldman’s Oppenheimer Sees Global Stocks Extending 2026 Rally in Second Half
Updated
Updated · Bloomberg · Jul 1
Goldman’s Oppenheimer Sees Global Stocks Extending 2026 Rally in Second Half
2 articles · Updated · Bloomberg · Jul 1
Summary
Peter Oppenheimer said global equities should keep rising through the second half, though gains are likely to be slower than the first-half surge.
Technology earnings are the main driver, with the Goldman strategist saying further advances depend on profit growth staying strong and broadening beyond a narrow group of winners.
He expects the rally to become more broadly based across the market rather than remain concentrated, extending the strong second-quarter run into the rest of 2026.