Tuesday, October 19, 2010


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19 October 2010 by PTC4 Comments ?

Despite the downward more Jan Hatzius tone, Goldman Sachs did not lose confidence in the equity markets. According to them, there were three powerful trends driving markets for shares in the last few weeks:

  • Lot of positive macroeconomic data September surpries upside down for the first time in five months. The monthly global Goldman Sachs U.S.-MAP score measuring the extent and the relevance of economic data hit the highest level since June 2009.
  • Polls show 2 November midterm congressional elections will likely see Republicans take control of the House of representatives and narrow the current democratic majority to Sénat.Un divided government can reduce the policy and regulatory uncertainty which claim to many business leaders prevented spending decisions capital; and
  • Comments from various officials reserve US Federal has increasingly clear that the US Federal Reserve intends to initiate a second round of the quantitative easing (QE2) at the next meeting took place November 2nd and 3rd. ten-year Treasury yields dropped 20 PB within four weeks of 2.57%. Context, yields have reached 4.0% at the beginning of April this year.

They are fairly limited raises for the rest of the year and in 2011 H1, however, they ultimately markets promote healthy 9% + current levels:

"We expect the S and P 500 will be climbing another 2% to reach our goal of year-end 2010 1200.". We expect U.S. commercial actions laterally to quarter 2011 as economic uncertainty remains high.Our 12-month price target revised 1275 (from 1250) reflects a potential price return of 9% from current levels.The cost of equity is expected to decrease slightly as to 2011 and investors turn their attention to the Economic Outlook for 2012.

Source: Goldman Sachs


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