Marko Papic Predictions

Chief GeoMacro Strategist, BCA Research

Track Marko Papic's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

7 forecasts 7 pending
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7 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Marko Papic S&P 500 The S&P 500 will face a bearish environment in early 2027 driven by sticky inflation removing Fed cuts, negative second derivative of AI capex, and massive IPO lockup supply hitting markets.
See quote
[12:13] I think that's starting to uh create, you know, potentially a pretty bearish brew for sometime um in early 2027.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-06-01 2027-03-31 pending
Marko Papic Inflation Rate Inflation will prove stickier than markets expect over the next 3 months.
See quote
[11:27] I think that inflation will prove itself to be far stickier in part because the hormuse crisis is not that existential. In part because consumers can weather 90 to $100 oil.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-06-01 2026-09-01 pending
Marko Papic Fed Funds Rate The Federal Reserve could hike interest rates this year, particularly after the midterm elections, leading to global liquidity tightening in 2027.
See quote
[14:13] I think we could even see a hike this year, particularly after the midterm elections. So that creates a context in 27 of global liquidity tightening.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-06-01 2026-12-31 pending
Marko Papic US Assets The attractiveness of US assets will decline on the margin over the next 5 to 8 years.
See quote
[24:23] yes, I do think that on the margin, uh, US uh, the attractiveness of US assets is going to decline over the next, you know, 5 2 6 7 8 years.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-06-01 2034-06-01 pending
Marko Papic Tech Stocks The technology sector will underperform other sectors over the next 5 years despite the AI supercycle.
See quote
[27:28] The problem is that you know tech itself I don't think is going to outperform the other sectors over the next 5 years and that's the irony because we're in the middle of the AI super cycle but tech is not necessarily doing great what's doing great is actually uh either the capex plays that enable cap uh AI to be built out or all the other sectors we're using AI will boost productivity and margins like healthcare or finance.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-06-01 2031-06-01 pending
Marko Papic Taiwan Taiwan is safe from Chinese military action for at least the next 5 years, but will need to recalibrate its ambitions beyond that horizon.
See quote
[8:09] I think for the next 5 to 10 years um you know I would say probably to air on the side of caution 5 years Taiwan is safe beyond those five years it doesn't Taiwan is going to have to recalibrate its ambitions relative to the reality on the planet earth

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-06-01 2031-06-01 pending
Marko Papic Strait Of Hormuz Between 4 and 5 million barrels per day will transit the Strait of Hormuz by end of August 2026, sufficient to stabilize the economy.
See quote
[21:16] I would like somewhere between four and five a day by the end of August. And I think that we will be okay at that point.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-06-01 2026-08-31 pending