Goldman Sachs对spx的预测：a roughly 5% return in 2015

1。We forecast US stocks will deliver a modest total return of 5% in 2015, in line with profit growth.

2。Many fund managers disagree with our view and believe higher equity volatility will accompany higher interest rates,
Our response to those arguments is that the interest rate swaption market implies a relatively steady and shallow path of future hikes with volatility remaining quiescent.

 

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