Goldman Sachs Scott Rubner: 6,000 May Be Too Low

One of the issues with suggesting that the S&P 500 (SPX) over reacted to a growth slowdown in Q4...

IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...

 Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve...

Interactions with clients suggest our 2023 earnings forecast is  now very much out of consensus. This is a change...

Key Metrics Earnings Growth: For Q4 2021, the estimated earnings growth rate for the S&P 500 is 21.2%. If...

The consolidation phase is upon us. It is more recognizably taking place, and as usual, causing investors to doubt...

IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...