RBC's Calvasina Sees 5,050 S&P 500 at End of 2022

The video discusses market trends, focusing on economic models predicting S&P 5100. It compares stocks and bonds, highlighting stocks as a better inflation hedge. Corporate strategies adapting to GDP changes are examined, with a focus on earnings amidst inflation and supply chain challenges. Despite these issues, consumer spending remains strong, indicating market resilience against recession.

What is the expected return on stocks for the next year according to the economic models discussed?

• 8%

• 5%

• 12%

• 10%

Which factor is NOT mentioned as influencing economic predictions in the second section?

• PE Multiple

• Nominal GDP

• Real GDP

• Interest Rates

How have companies managed supply chain and inflation pressures according to the discussion?

• By increasing prices significantly

• By reducing workforce

• By halting production

• By structurally reducing costs

What is the main reason consumers are still willing to spend despite feeling lousy?

• High interest rates

• Strong labor market and wage gains

• Decreasing inflation

• Government subsidies

What is the likelihood of a recession according to the final section?

• Somewhat likely

• Very likely

• Unlikely

• Certain