If the S&P 500 finishes pretty much where it started, which is what Goldman Sachs expects, investors would do well to start looking for alpha.
Hearts, flowers and CPI data. Get ready for Tuesday. And hell hath no fury like a disappointed Wall Street.
Onto our call of the day, from Goldman Sachs who say they flat forecast for the S&P 500 SPX this year — ending at 4,000 means it’s likely to be a profitable year for stock pickers and active managers. And as recession threats ease, the stock market is increasingly influenced by micro, or company specific factors.
Goldman scored the companies it thinks will generate alpha based on proportion of returns driven by micro and company specific factors, and how much volatility they might see from returns linked to those factors. “Value stocks should outperform as real economic growth reaccelerates and interest rates rise, as our economists expect in their baseline forecasts,” said Kostin and the team.
The buzz Earnings season is not quite over. Results from Palantir PLTR and Avis Budget CAR are coming after the market close. Coca-Cola KO , Applied Materials AMAT and Cisco CSCO are more highlights this week.
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