Goldman Sachs strategist: US stocks will accelerate again in 2026
2025-09-15 09:34:51
According to Goldman Sachs strategists, equities have started to ignore weak labour data and expect equities to accelerate again next year. Expectations of a Fed rate cut this week will further support equities, David Kostin's team said, adding that equity investors are optimistic that the recent slowdown in the labour market will be only temporary. Pointing to a cooling labour market as a "tailwind to corporate profits", in addition to opening the door for a Fed rate cut. Margins typically track the difference between prices and input costs, including labour. Every 100 basis point change in labour cost growth is expected to have a 0.7 per cent impact on S & P 500 earnings per share.
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