S&P 500 cov nyiaj khwv tau los kwv yees rau 2023 coj 'U-tig tiav' raws li kev pheej hmoo nyiaj txiag poob qis, raws li BofA

Thaum lub 2023 EPS kev pom zoo tseem "zoo tshaj" BofA qhov kev kwv yees ntawm $ 200, kwv yees yog 8% qis dua lub Rau Hli siab kawg ntawm $ 252, raws li daim ntawv ceeb toom. Kev hloov kho kom deb li deb xyoo no yog "tam sim no trending raws li keeb kwm nruab nrab," thiab yog tias 2.9x pace ntawm kev txiav txuas ntxiv mus txog rau xyoo kawg, S&P 500 tuaj yeem pom "tsis muaj EPS kev loj hlob rau xyoo tom ntej" raws li 2023 kev pom zoo yuav poob rau ib puag ncig. $220, cov tswv yim ceeb toom. 

Daim ntawv qhia saum toj no qhia tau hais tias yuav ua li cas 2023 EPS kev kho dua tshiab sib tw tiv thaiv qhov nruab nrab ntawm keeb kwm, thaum tseem xav txog kev cais tawm ntawm COVID-19 teebmeem thiab 2008 kev kub ntxhov thoob ntiaj teb nyiaj txiag. 

"Qhov tseeb EPS keeb kwm tuaj hauv 4% hauv qab no qhov kev pom zoo sawv thaum pib ntawm lub xyoo, uas tseem qhia txog qhov muaj peev xwm rau kev loj hlob tsis zoo," cov kws tshaj lij hais. 

Lub caij no, kev kwv yees rau S&P 500 EPS hauv lub quarter thib plaub tau nqis 4.3% txij thaum pib lub Kaum Hli, lossis 2.5 npaug ntawm qhov kev kwv yees raug txiav "ntawm lub sijhawm no hauv lub caij khwv tau," lawv sau.

Cov kws tshuaj ntsuam ntawm Goldman Sachs Group tau hais hauv tsab ntawv tshawb fawb rau hnub Friday tias lawv tau txo qis lawv 2023 EPS kev loj hlob kev kwv yees mus rau 0%, los ntawm qhov kev cia siab yav dhau los nce ntawm 3%, tom qab S&P 500's net margins tau cog lus nyob rau lub quarter thib peb thawj zaug txij li muaj kev sib kis. nyob rau hauv lub xyoo ntawm lub xyoo. Lawv tau sau tias "tsis muaj zog" ntawm peb lub hlis twg cov paj tau hais tias "lub taub hau" rau xyoo tom ntej. 

Goldman khaws nws lub hom phiaj tus nqi rau S&P 500 thaum kawg ntawm 3,600 thiab tseem tuav nws qhov kev kwv yees xyoo 2023 ntawm 4,000.

Kev pheej hmoo ntawm kev ncaj ncees

BofA cov kws tshaj lij tau hais hauv lawv daim ntawv hnub Monday tias lawv tseem cia siab tias "kev pheej hmoo nyiaj tau los nce yuav ua rau muaj kev pheej hmoo siab dua."

Lawv qhov kev kwv yees rau 9% cov nyiaj tau los poob rau xyoo 2023 yuav tsum tau txhais ua qhov nce ntawm qhov kev pheej hmoo pheej hmoo ntawm 100 lub hauv paus ntsiab lus, raws li daim ntawv ceeb toom. Thiab qhov loj dua ntawd txhais tau tias yog S&P 500 tus nqi ntawm ib ncig ntawm 3,200 raws li cov nqi niaj hnub no, lawv tau hais tias, taw tes rau 1.7% cov txiaj ntsig tiag tiag rau 10-xyoo Nyiaj Txiag.

Qhov kev ntsuas ntawd rau S&P 500 yog qis dua qib kev lag luam tam sim no, nrog rau qhov ntsuas 2022 kaw qis ntawm 3,577.03 thaum Lub Kaum Hli 12, raws li Dow Jones Market Data. 

S&P 500 tau poob 20.9% xyoo no txog rau hnub Friday.

Tebchaws Asmeskas kev lag luam tau ua lag luam feem ntau siab dua thaum yav tav su hnub Monday, nrog S&P 500
SPX,
+ 0.96%
nce 0.2%, raws li FactSet cov ntaub ntawv, thaum kawg kos. Dow Jones Industrial Nruab Nrab
DJIA,
+ 1.31%,
Ib qho xiav-chip ntsuas ntawm cov khoom lag luam, tau nce 0.7% thaum yav tsaus ntuj kev lag luam, thaum thev naus laus zis-hnyav Nasdaq Composite
COMP,
+ 0.85%
yog hais txog tiaj.

Tag nrho peb cov khoom lag luam loj poob lub lim tiam dhau los Thaum cov neeg ua lag luam muaj kev ntxhov siab txog kev cuam tshuam cov paj laum los ntawm Tsoom Fwv Teb Chaws Reserve thaum nws tawm tsam kev nce nqi siab.

Cov kws tshaj lij ntawm BofA tau qhia txog kev txhawj xeeb txog "kev pheej hmoo nyiaj txiag poob qis" thiab kev poob siab ntawm kev lag luam. "Kev hais tawm ntawm qhov kev thov tsis muaj zog tau nce mus rau qib kev lag luam ua ntej," lawv hais hauv lawv daim ntawv hnub Monday.