'Inflation will surprise to the downside in 2026': Why Wall Street expects juiced economy, stock gains this year

This news article discusses Wall Street's expectations for the economy and stock market gains in 2026, driven by Fed rate cuts, tax incentives, and lower-than-expected inflation. The article highlights cheap oil prices and easing shelter costs as signs of cooling prices, and mentions the potential impact of a new Fed Chair on bond yields and economic activity. Additionally, it touches on the effects of the One Big Beautiful Bill (OBBB) Act on corporate capital expenditures and the ongoing affordability challenges faced by consumers.