Search Results for: forecast

Inflation Forecasts If Trump implements a 25% tariff on imports from Canada and Mexico, along with a 10% tariff on imports from China, it could push U.S. core PCE inflation above 3% in 2025. Image: Deutsche Bank

Forecast 10-Year Annualized S&P 500 Returns Based on the 10-year annualized total return forecast distribution, there’s a 72% likelihood that the S&P 500 will underperform Treasury bonds, and a 33% probability that equities will generate returns below inflation. Image: Goldman Sachs Global Investment Research

U.S. Unemployment Rate The U.S. “job plentiful” index has experienced a significant decline, reaching its lowest level since 2017, which could signal broader economic challenges ahead. Image: Deutsche Bank

Fed Funds Forecast vs. Market Pricing While the Fed has made progress in the fight against inflation, BofA holds a significantly more hawkish view on Fed policy compared to market expectations. Image: BofA Global Research

U.S. Dollar Forecast BofA’s outlook suggests a continued decline of the U.S. dollar until the end of 2025, driven by anticipated interest rate cuts and changing global economic conditions. Image: BofA Global Research

Brent Crude Oil Price Forecast Goldman Sachs has lowered its forecast for Brent crude oil prices, projecting a trading range of $70 to $85 per barrel until the end of 2025, due to stable OPEC inventories, strong U.S. production, and weak demand from China. Image: Goldman Sachs Global Investment Research

Rates and Dollar Forecast BofA expects the Fed to cut rates in September, adjusting its previous expectations. While market expectations for rate cuts have risen, the Fed hasn’t given a clear signal and will rely on data before making a decision. Image: BofA Global Research

Inflation – U.S. CPI Forecasts With inflation high, the Fed’s interest rate cut decisions require a delicate balance between price stability, economic expansion and employment support. Image: BofA Global Investment Strategy

S&P 500 EPS and Index Level Forecasts Over time, stock prices are driven by earnings. According to Goldman Sachs, the S&P 500 is expected to see earnings per share growth of 8% in 2024 and 6% in 2025. Image: Goldman Sachs Global Investment Research

Price of Oil Forecast In contrast to futures market’s expectations, Goldman Sachs forecasts a positive outlook for oil prices over the next 3 months. Image: Goldman Sachs Global Investment Research

Forecast – U.S. 10-Year Treasury Yield According to consensus, the 10-year U.S. Treasury yield is expected to reach 4.20% by the end of 2024. Image: The Daily Shot