Stock market outlook: S&P 500 can rally 20% if it clears 3 hurdles

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The stock market could rally 20% through the rest of this year if it can clear 3 key hurdles, Fundstrat says

seen in April. That's a sign that inflation pressures could be abating in the economy, as higher wages can influence prices to move up as well.

Easing inflation pressures could signal upside in stocks, Lee said, as it would allow the Fed to pause or dial back interest rates hikes. Fed officials have raised rates aggressively over the past year to combat inflation, which weighed heavily on equities in 2022. He pointed to three key indicators in stocks that could flash in the next month and cement the S&P 500's trajectory for the rest of the year:May inflation data will be critical into determining the path of stocks, Lee said. If core inflation clocks in below a 0.4% monthly increase or below a 5.5% yearly increase, that will boost the odds the Fed will pause its rate hikes, which is likely to spur a rally in stocks.

The May consumer price index report is slated to be released on June 13. But markets have already dialed back their inflation expectations significantly, with an estimate of five-year average inflation five years from now dropping to 2.25% over the last week, according to

 

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