Corporates are also expected to splash out on dividends, as well as trigger a surge in M&A deals (all those battered-down stocks make acquisitions all the more appealing), and fund further R&D and Capex spending, both of which tend to drive profits in future years. equities," Goldman's equities research strategists, led by David J. "We expect S&P 500 buybacks will grow by 12% year/year in 2022, and remain the largest source of demand for U.S. If there is a rebound for stocks in the making, it will come from free-spending corporates, Goldman Sachs forecasts. The glass-half-full takeĮven with elevated inflation and lower growth in the forecast for much of the current quarter, there are signs of hope for investors. Levy, Berenberg's chief economist for the U.S., the Americas, and Asia.
We also need to watch the impact of Fed rate hikes," writes Mickey D. In addition, the Russian invasion of Ukraine may hurt consumer confidence. "Near-term, the drag from elevated inflation on real household incomes may restrain growth. should expect the biggest pullback of the trio.
That comes in below the five- and 10-year average, FactSet calculates. According to FactSet, S&P firms are expected to deliver, on aggregate, earnings growth equivalent to a 7.1% gain year-on-year. Roughly 80% of S&P 500 firms have reported results, and those results should give investors some reason to worry. "Disappointing guidance from technology giants Amazon and Apple ha exacerbated concern that a decidedly more hawkish Fed, coupled with still intractable supply chain issues, and rising energy prices, may make the hope of a 'soft landing' from the Fed more elusive," Quincy Krosby, chief equity strategist for LPL Financial, said after the close on Friday. Apple shares fell 3.7% on Friday, adding to the collective gloom around stocks. With the company seeing supply-chain challenges ahead, it again declined to furnish investors with future guidance. Apple, too, last week failed to give shareholders the knockout report card they've grown accustomed to.
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