Growth could see a surprise to the upside in 2026, according to Eddie Ghabour. He adds that falling energy prices offer a tailwind for small cap companies and U.S. consumers. President Trump "committed to getting housing back" is another reason Eddie sees a lift coming to stocks with Americans poised to earn more purchasing power. That said, Eddie is underweight tech due to those stocks needing to pass a high bar. "AI trends get tried," says Eddie, noting a tech correction is in the cards.