Fed Won't Be Pivoting Anytime Soon: Goldman's Kostin

The video discusses the potential for the Federal Reserve to pivot due to financial stability concerns and its implications for the market. It explores the components of tightening financial conditions, such as the Fed funds rate and bond yields, and suggests focusing on higher quality stocks. The video also considers hypothetical scenarios if the Fed pivots, projecting S&P 500 levels under different economic conditions. It assesses the impact of the rate market on equities and discusses profit margins and market positioning trends.

What are the expected earnings growth rates mentioned for the S&P 500 in the upcoming year?

What implications does the speaker suggest regarding profit margins in the upcoming quarters?

How does the speaker describe the current positioning of the investor community in equities?