Stocks face 50% freefall in ‘meat grinder,’ investor Jeremy Grantham says

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“Regrettably there are more downside potentials than upside,” Jeremy Grantham told clients.

The stock market is set to go “back to the meat grinder” this year despite a recent minor rally, with the broad-based S&P 500 potentially plummeting by 50% in a worst-case scenario, famed investor Jeremy Grantham warned Tuesday.told clients in a letter

Under his projections, the S&P 500 would plunge by about 17% to approximately 3,200 for the full year of 2023, or about 20% after early gains in the market so far this year. But the outcome could be far worse if the global economy topples into a significant recession, according to Grantham. Grantham cited several factors that could lead to more pain for investors, including a major correction in the US housing market and lingering uncertainty about the outcome of the Russia-Ukraine war.A decline of 50% would take the S&P 500 below 2,000 points, down from its current level of just over 4,000.

The S&P 500 has rallied about 5% this year in a sign of cautious optimism among investors about the economic outlook. That’s despite a wave of layoffs hammering the tech sector, including giants such as Microsoft and Amazon.Last year, the broad-based index plunged more than 19% as Federal Reserve rate hikes and decades-high inflation sapped confidence.

 

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