Goldman Sachs lifts its end-2026 S&P 500 target to 8000 (prev. 7600), amid AI driven growth following a strong Q1 reporting season.
SNB's Schlegel says medium term inflation pressures have hardly changed
[MARKET UPDATE] Crude futures continue grinding lower amid continued efforts to reach a US-Iran accord, with the latest suggesting US has banned Israel from targeting Lebanon's Beirut; WTI Jul eyes USD 90/bbl to the downside (vs high 93.39/bbl)
Goldman Sachs lifts its end-2026 S&P 500 target to 8000 (prev. 7600), amid AI driven growth following a strong Q1 reporting season.
There is a decisive US message to Israel to ban targeting Beirut, Sky News Arabia reports quoting Channel 12; "Washington fears that strikes in Beirut could derail negotiations with Iran and expand the scope of escalation in Lebanon"
[MARKET ANALYSIS] Flat trade across most G10s, but Antipodeans reside on either side of the table
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- 2026 EPS view to USD 340, +24% Y/Y; AI infrastructure beneficiaries expected to account for c. 50% of this.
- 13% EPS growth then seen in 2027.
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