S&P 500: Goldman Sachs says this is the key question in Q2
View original at finance.yahoo.comS&P 500: Goldman Sachs says this is the key question in Q2 Investing.com -- U.S. equities are navigating a complex landscape of compressed valuation multiples and resilient corporate fundamentals as the market prepares for the first-quarter earnings season of 2026…
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The current positioning is likely insufficient to spark a rally without a clear improvement in the fundamental outlook
60% confidenceAnalysts paradoxically raised 2026 earnings-per-share (EPS) forecasts by 3% despite the P/E multiple compression
60% confidenceReadings below -1 on the U.S. Equity Sentiment Indicator have historically preceded above-average returns
60% confidenceThe market's pricing of economic growth indicates further potential downside for stocks should the regional conflict in the Middle East continue to escalate
60% confidenceGoldman Sachs maintains a base-case forecast of 12% EPS growth for the S&P 500 in 2026, assuming the current disruptions do not become severely prolonged
60% confidenceThe S&P 500 has retreated by 9% from its January highs, driven largely by surging oil prices, rising interest rates, and the persistent instability caused by the Iran war
60% confidence