Economic Optimism Meets Market Skepticism: Unpacking the Divergence Between Analyst Forecasts and Investor Behavior
Navigating the Choppy Waters of Economic Predictions Morgan Stanley’s chief equity analyst, Mike Wilson, has long been a voice of…
Tag: Macroeconomics
S&P 500 Targets 7,000 as Fed Easing, Earnings Strength, and Institutional Demand Align
Financial analysts are pointing to three key drivers that could push the S&P 500 to 7,000 by year-end. According to recent reports, Federal Reserve policy, corporate earnings strength, and institutional buying pressure are creating what some describe as “irresistible forces” for market momentum.
Market Analysts Identify Three Forces Driving S&P 500 Toward 7,000
Financial markets are reportedly positioning for a significant year-end rally as multiple factors align to potentially push the S&P 500 Index toward the 7,000 milestone, according to recent market analysis. Sources indicate that despite ongoing market uncertainties, three primary drivers are creating what analysts describe as “irresistible forces” that could define the final quarter of 2025.
Jobless Growth Becomes New Normal as AI Reshapes Labor Market
Goldman Sachs economists identify “jobless growth” as the new labor market normal, where AI-driven productivity gains outpace hiring. This trend particularly impacts Gen Z and entry-level workers despite solid GDP growth.
The United States is experiencing a troubling new economic phenomenon that Goldman Sachs economists call “jobless growth” – a situation where robust GDP expansion coincides with stagnant hiring, creating particular challenges for Gen Z workers and recent college graduates. According to recent analysis by Goldman economists David Mericle and Pierfrancesco Mei, this pattern represents a fundamental shift in labor market dynamics that’s likely to persist throughout the mid-2020s.