Why Goldman's Kostin Is So Bullish on U.S. Stocks

The video discusses the outlook for the equity market, projecting higher values for the S&P 500 in the coming years. It highlights the significant growth in the U.S. economy, corporate sales, and earnings post-pandemic, emphasizing the recovery in margins. The discussion also covers the limited attractiveness of other asset classes, leading to increased investment in equities. The video concludes with an analysis of interest rates and their impact on equity valuation, suggesting that equities remain reasonably valued.

What is the projected equity market value for the year 2022 according to the text?

How much higher are the earnings expected to be for S&P 500 companies compared to pre-pandemic levels?

What does the text suggest about the opportunity set for investors in other asset classes?

How are corporate buybacks described in the context of the current market?

What is the expected nominal yield of the 10-year U.S. Treasury at the end of the year?