Macro Outlook: Fed Easing Could Propel S&P 500 Past 8,000

about 1 month ago

Relos

"If the Fed eases further on the back of improving inflation dynamics, the S&P could go past 8,000 next year. We're thinking of that more as an upside scenario, contingent upon the Fed easing more than just one more time before then going into a prolonged pause. This base case scenario, with a 7500 level in mind, suggests there's room for a short-term tactical lift across risky assets if inflation comes in better than expected."

The macro commentary centers on the potential for further Fed easing to boost the S&P 500 beyond 8,000 next year. The speaker outlines a scenario where improved inflation dynamics lead to a strategic pause in rate hikes, benefiting risky assets through a tactical, short-term uplift.

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