U.S. Employment Outlook

U.S. Employment Outlook The outlook of U.S. employment continues to improve. In Q4 2019, 22% of U.S. employers plan to add to payrolls, 5% expect a decrease and 72% expect no change. Image: ManpowerGroup

U.S. Long-Term Budget Outlook

U.S. Long-Term Budget Outlook Large budget deficits over the next 30 years could boost federal debt to unprecedented levels. Image: Congressional Budget Office

Central Bank Outlook

Central Bank Outlook Interesting chart showing how major central banks will change interest rates by the end of this year (projected interest-rate change). Picture Source: Bloomberg

Jamie Dimon: CEOs optimistic about business outlook

Jamie Dimon: CEOs optimistic about business outlook Jamie Dimon is Chairman and CEO of JPMorgan Chase and Sylvia Mathews Burwell is the American University’s 15th president. They speak about the state of the U.S. economy with CNBC’s Kayla Tausche. https://www.youtube.com/watch?v=VEeY9k_VHzE

Aggregated U.S. Equity Futures Positions

Aggregated U.S. Equity Futures Positions Current market dynamics indicate a bullish outlook among leveraged funds and asset managers, who are betting on rising equity prices through increased long positions in futures. Image: Deutsche Bank Asset Allocation

Valuation – S&P 500 Next-Twelve-Months P/E Multiple

Valuation – S&P 500 Next-Twelve-Months P/E Multiple Goldman Sachs projects a favorable outlook for U.S. equities in 2025. While the current P/E multiple is above historical averages, it aligns with the underlying economic fundamentals and market conditions. Image: Goldman Sachs Global Investment Research

S&P 500 Target

S&P 500 Target Goldman Sachs’ bullish outlook for the S&P 500 is underpinned by strong corporate earnings growth and a favorable economic environment, positioning the index to potentially reach 6,500 by the end of 2025. Image: Goldman Sachs Global Investment Research

S&P 500 Price Target

S&P 500 Price Target Prominent Wall Street strategist, Michael Wilson, known for his previous bearish outlook, has shifted to a bullish stance on U.S. stocks, predicting that the S&P 500 could rise by 11% by the end of 2025. Image: Bloomberg

Impact on U.S. YoY Real GDP Growth

Impact on U.S. YoY Real GDP Growth If the trade war does not escalate further, the effects from the new policies on U.S. GDP are small and largely offsetting in the baseline outlook. Image: Goldman Sachs Global Investment Research

Sentiment Indicator and Stock Positioning

Sentiment Indicator and Stock Positioning The GS sentiment indicator has reached extreme levels, indicating that market participants are excessively optimistic and possibly overconfident in their bullish outlook. Image: Goldman Sachs Global Investment Research