Truist's Keith Lerner: US Bull Market Remains Firm, Despite Economic Expansion and Equity Rally.

Truist's Keith Lerner believes the US bull market remains intact, with the cycle in its "seventh inning stretch". He expects the US economy to accelerate next year, driven by tax changes, Fed rate cuts, and AI- and tech-driven capital spending. Corporate earnings are seen as resilient, with low double-digit growth forecast in 2026, leading to high single- to low double-digit market returns. Lerner favors technology and AI, calling them dominant themes driving the bull market.