Eq: Total Market

(New York)

Not a day after warning about the unstable financial practices of S&P 500 companies, Goldman Sachs has just gone on the record saying that the S&P 500 is set for another round of big gains. The bank raised its year-end forecast for the index to 3,100. Goldman thinks that stocks are currently trading at fair valuations, and that “The dovish Fed pivot has driven the equity market rally in 2019, and we expect low interest rates will continue to support above-average valuations going forward”. The bank contends stocks will rise a further 10% in 2020.


FINSUM: We think stocks are going to move in line with the economy. If growth stays okay, and the Fed stays dovish, we are in for a move higher. We think the best odds are for a bull case.

(New York)

Beyond high valuations and a potentially worrying economy (not to mention a trade war), there is something else investors need to worry about. Goldman Sachs is warning investors that S&P 500 companies are engaging in unsustainable financial payouts. The bank shows that in the year ending in March, companies in the index spent about 104% of their free cash flow on buybacks and dividends. It is the first time since before the Crisis that companies spent more on payouts than they generated in free cash flow.


FINSUM: So far this behavior is not hurting companies because investors are okay with extra leverage given the likelihood of Fed easing, but this is definitely a warning sign of financial excess.

(New York)

The market seems like it is hurdling towards the same conclusion it experienced last year—a big fourth quarter reversal. This time though, it won’t come because of worries over rate hikes, but fears for the economy itself. Stocks have been on an extraordinary run this year with the S&P 500 up over 20% and the Nasdaq up over 25%, but it all looks likely to reverse. P/E ratios have jumped from an average of 13x to over 17x, all at the same time as the global and US economy is looking more vulnerable.


FINSUM: We think a market reversal will likely come in step with economic signals. If a rate cut actually works to stimulate the economy, then it seems much less likely there will be a correction/bear market like last year.

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