Ohsung Kwon on Profit Cycle Health

Ohsung Kwon from Wells Fargo shared insights on the profit cycle, predicting an 11% EPS growth for 2025 and 2026, followed by a 12% increase in 2027. He expressed optimism about the improving macroeconomic environment.

Equity Market Expectations

Kwon anticipates annualized equity market returns of 9%, underscoring a positive outlook for investors amid favorable economic conditions.

AI-Led Bull Market Analysis

He discussed the AI-driven bull market, asserting it is not a bubble, suggesting sustainable growth prospects as technology continues to evolve and integrate into various sectors.