U.S. Economic Policy Uncertainty Index and Consumption Growth Forecast Goldman Sachs economists’ model forecasts solid consumption growth above trend in 2020, despite policy uncertainty. Image: Goldman Sachs Global Investment Research
S&P 500 EPS Forecast Despite the earnings squeeze, Goldman Sachs is still positive on the S&P 500 earnings outlook. In 2020, U.S. and global growth should rebound modestly. Image: Goldman Sachs Global Investment Research
Rotation vs. U.S. GDP Growth Forecasts Chart suggesting a rotation from growth and quality to value and non-U.S. equities. Image: Jurrien Timmer
U.S. Real GDP Forecast for 2019 and 2020 Wells Fargo does not yet see a recession in the U.S. and forecasts U.S. real GDP growth of 2.2% in 2019 and 1.7% in 2020 (as of October 2019). Image: Wells Fargo Securities, LLC
Advanced Economies – Global GDP Forecast for 2020 Oxford Economics thinks that IMF’s new global GDP growth forecasts for 2020 are too optimistic. Image: Oxford Economics
U.S. Housing Forecasts The 12-month forecast suggests that housing starts, building permits and home sales are on the rise. Image: Arbor Research & Trading LLC
S&P 500 Forecast Dividend Yield Is Above The 10-Year Treasury Yield Dividends remained stable or increased, while the 10-year Treasury yield has declined. Image: Wells Fargo Investment Institute
U.S. Real GDP Growth Forecast Chart suggesting that U.S. real GDP growth is expected to increase in the coming quarters. Image: Goldman Sachs Global Investment Research
Most Important Variables When Forecasting Real GDP Search trends are very different between China (manufacturing industry) and the USA/Eurozone (consumer), when forecasting real GDP. Image: Arbor Research & Trading LLC
S&P 500 Forecast for 2019 Goldman Sachs is holding its year-end price-target for the S&P 500 at 3100, and its downside scenario at 2620 (as of August 23, 2019). Image: Goldman Sachs Global Investment Research
