JPMorgan, at Odds With Goldman, Sees Solid Run Ahead for Stocks

  • 📰 BNNBloomberg
  • ⏱ Reading Time:
  • 53 sec. here
  • 13 min. at publisher
  • 📊 Quality Score:
  • News: 63%
  • Publisher: 50%

Business News

Company News,Financials,Currencies

Strategists at two of Wall Street’s biggest banks have reached diverging conclusions about where the US stock market is heading in the years ahead.

Alexandra Semenova and Isabelle Lee, Bloomberg NewsStocks are enjoying a strong run as portfolio manager Keith Buchanan, explains how to take advantage of the bullish momentum.

With the S&P 500 Index hovering near record highs, strategists at Goldman Sachs Group Inc. are warning that stocks may deliver a paltry 3% annually in the coming years — restrained by an already-high starting point and elevated Treasury yields that could siphon money off into bonds and other types of assets.

While the rally has made prices a bit harder to justify when plotted against earnings — and the bank’s strategists say valuations will eventually need to go down — they anticipate that solid fundamentals will compensate for that. The diverging forecasts signal the broader uncertainty that’s hovering over Wall Street even after the Federal Reserve’s long-awaited pivot last month toward easing monetary policy. That’s in part because of how much stocks have already rallied the past two years thanks to the resilient economy, strong corporate profits and speculation about artificial intelligence breakthroughs — sending the S&P 500 to a 22% gain this year. It’s up more than 60% since bottoming out in October 2022.

We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 83. in AU
 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.

Australia Australia Latest News, Australia Australia Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

What BofA, Citi, and Goldman earnings signal for big banksBank of America (BAC), Citigroup (C), and Goldman Sachs (GS) reported earnings before Tuesday's opening bell. Results from big banks show a rise in profit...
Source: YahooFinanceCA - 🏆 47. / 63 Read more »

Q3 earnings focus is on price pressures: JPMorgan strategistAfter the S&P 500 (^GSPC) and Dow Jones Industrial Average (^DJI) close at record highs, JPMorgan asset management global market strategist Jordan Jackson...
Source: YahooFinanceCA - 🏆 47. / 63 Read more »