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 anticipated increase in M&A activity next year?

What is the expected increase in the S&P 500 over the next 12 months?