2026 Q3
July 1st 2026
Our quarterly S&P 500 forecast for 2026 Q3 (average price returns) is a 4.5 percent growth over the second quarter of 2026. Our monthly forecast for July is only slightly higher than June’s average.
Volatility concerning frequent changes in tariff rates and timings, and geopolitical conflicts, cannot be captured in a forecast model. Thus, any uncertainty concerning these issues makes the 95 % confidence interval around the point forecast rather wide.

