S&P 500 underperforms Tech stocks by 10% in 2026 H2

Deutsche Bank's skepticism on AI-driven productivity gains will cause investor rotation away from broad market indices like the S&P 500 towards defensive sectors. Tech stocks, particularly those heavily exposed to AI narratives, will see relative outperformance.

macro · Prediction Market

Implied probability (Yes)

68%

Closes

2026-12-31

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