Shrinking margins are posing downside risk to S&P 500’s equity returns as hotter-than-expected inflation reading and another massive interest rate hike bring...
Shrinking margins are a downside risk to stock-market returns as hotter-than-expected inflation readings and what’s expected to be another outsize interest-rate hike bring mounting uncertainties to earnings, according to Goldman Sachs strategists.
The consensus expects the index’s net profit margins to climb to a new high of 12.8% in 2023, according to FactSet data, but Goldman strategists believe these forecasts are “too optimistic and will be cut”. Meanwhile, Morgan Stanley’s Michael Wilson, one of the Wall Street’s most vocal bears who correctly predicted this year’s stock market selloff, suggested that “reality” has not been priced in yet, as “investors may face a volatile path in the absence of an ‘event’ to clear the decks”.
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