Goldman Sachs’ David Kostin

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Morgan Stanley

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S&P 500 index ETF $SPY expressed Golden Cross (50DMA crosses above 200DMA)

Signs of a New Bull Market forming are abound say 9/10 dentists (CMTs)

Last 28 years, $SPX higher 85% of time 12 months later, with mean return of ~17%

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90% of fund managers fail to meet benchmark returns

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Morgan Stanley’s Mike Wilson

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Wells Fargo’s Scott Wren: Not likely to break technical resistance to upside
Fed still signaling terminal rate is higher than market
is pricing
Economy slows, sales slow, margins contract
Stay defensive

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[Read more]

J.P. Morgan’s Marko Kolanovic

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Is Wall Street setting too low a floor for Q4 earnings season?

For Q4 2022, analysts are projecting an earnings decline of -4.1% and revenue growth of 3.8%.

For CY 2023, analysts are projecting earnings growth of 4.8% and revenue growth of 3.2%.

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[Read more]

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