Goldman's Kostin Predicts 25% Rise in M&A, S&P at 6,500

The video discusses the current economic outlook, focusing on market expectations and the Federal Reserve's forecast. It highlights the anticipated easing cycle and its impact on the stock market, which is pricing in a robust economic growth. The video also covers the recent market rally, driven by increased business optimism and CEO confidence, particularly in a unified Republican government. Additionally, it forecasts a significant increase in M&A activity and a 7% rise in the S&P 500 over the next year.

What is the current expectation of the Goldman Sachs economics team regarding the Federal Reserve's actions?

• The Fed will cut rates only at the end of the year.

• The Fed will cut rates next week and early next year.

• The Fed will maintain current rates.

• The Fed will increase rates next week.

What recent event has contributed to a 5% market rally?

• A major technological breakthrough

• A new trade agreement

• A significant drop in oil prices

• The election

What is one reason for the increase in CEO confidence?

• A unified Republican government

• A decrease in corporate taxes

• An increase in consumer spending

• A rise in global trade

What is the expected percentage increase in mergers and acquisitions activity next year?

• 30%

• 25%

• 15%

• 10%

What is the projected growth of the S&P 500 over the next 12 months?

• 12%

• 10%

• 7%

• 5%