Watch The Bounce: Goldman Sachs And Morgan Stanley Analysts Foresee Extended Losses
Watch The Bounce: Goldman Sachs And Morgan Stanley Analysts Foresee Extended Losses
The S&P 500 is rebounding on Tuesday, pushing more than 2.3% higher following the string of events that sent the index into an official bear market.
Goldman Sachs Group Inc. (NYSE:GS) and Morgan Stanely (NYSE:MS) analysts warn that this rally may soon pop, and we will return to new lows.
"The Bear market will not be over until recession arrives or the risk of one is extinguished," said Morgan Stanley's Chief U.S Equity Strategist, Mike Wilson.
According to Wilson, if a full-fledged recession becomes the market's base scenario, the S&P 500 may bottom near 2,900, or more than 21% below its previous closing.
Investor sentiment on risk assets has deteriorated in recent weeks as rising inflation, and a hawkish Fed have heightened the threat of a prolonged economic recession.
Stocks were only pricing in a modest recession, according to Goldman Sachs strategists, "leaving them open to a further worsening in expectations."
The current bear market is cyclical, with better private sector balance sheets and lower real interest rates cushioning against systemic concerns associated with structural bear markets.
Here are some recent analyst ratings:
Goldman Sachs
DoorDash Inc (NYSE:DASH)
- Price target: $67
- Rating: Neutral
Shoals Technologies Group Inc (NASDAQ:SHLS)
- Price target: $22
- Rating: Buy
Sunrun Inc (NASDAQ:RUN)
- Price target: $40
- Rating: Buy
Sunnova Energy International Inc (NYSE:NOVA)
- Price target: $31
- Rating: Buy
SunPower Corporation (NASDAQ:SPWR)
- Price target: $19
- Rating: Neutral
Morgan Stanley
Occidental Petroleum Corporation (NYSE:OXY)
Price target: $74
- Rating: Equal Weight
Global Payments Inc (NYSE:GPN)
- Price target: $156
- Rating: Equal Weight
Fiserv Inc (NASDAQ:FISV)
- Price target: $118
- Rating: Equal Weight
Fidelity National Information Servcs Inc (NYSE:FIS)
- Price target: $114
- Rating: Equal Weight
FactSet Research Systems Inc (NYSE:FDS)
- Price target: $362
- Rating: Underweight
The S&P 500 is rebounding on Tuesday, pushing more than 2.3% higher following the string of events that sent the index into an official bear market.
週二,S指數反彈,在一系列事件導致該指數進入官方熊市後,該指數上漲了2.3%以上。
Goldman Sachs Group Inc. (NYSE:GS) and Morgan Stanely (NYSE:MS) analysts warn that this rally may soon pop, and we will return to new lows.
高盛股份有限公司(紐約證券交易所代碼:GS)和摩根·斯坦內爾Y(紐約證券交易所股票代碼:MS)的分析師警告稱,這輪反彈可能很快就會破滅,我們將回到新低。
"The Bear market will not be over until recession arrives or the risk of one is extinguished," said Morgan Stanley's Chief U.S Equity Strategist, Mike Wilson.
“熊市不會結束,除非衰退到來或衰退的風險消失,”摩根士丹利的首席美國股票策略師表示。Mike·威爾遜。
According to Wilson, if a full-fledged recession becomes the market's base scenario, the S&P 500 may bottom near 2,900, or more than 21% below its previous closing.
據威爾遜說,如果全面衰退成為市場的基本情景,S指數可能會在2,900點附近觸底,比前一次收盤價低21%以上。
Investor sentiment on risk assets has deteriorated in recent weeks as rising inflation, and a hawkish Fed have heightened the threat of a prolonged economic recession.
最近幾周,隨著通脹上升和美聯儲的鷹派立場加劇了經濟長期衰退的威脅,投資者對風險資產的情緒有所惡化。
Stocks were only pricing in a modest recession, according to Goldman Sachs strategists, "leaving them open to a further worsening in expectations."
高盛(Goldman Sachs)策略師表示,股市的價格僅反映了溫和的衰退,“這讓他們有可能面臨進一步惡化的預期。”
The current bear market is cyclical, with better private sector balance sheets and lower real interest rates cushioning against systemic concerns associated with structural bear markets.
當前的熊市是週期性的,私營部門資產負債表的改善和較低的實際利率緩衝了與結構性熊市相關的系統性擔憂。
Here are some recent analyst ratings:
以下是分析師最近的一些評級:
Goldman Sachs
高盛
DoorDash Inc (NYSE:DASH)
DoorDash Inc.(紐約證券交易所股票代碼:DASH)
- Price target: $67
- Rating: Neutral
- 目標價:67美元
- 評級:中性
Shoals Technologies Group Inc (NASDAQ:SHLS)
Shals Technologies Group Inc.(納斯達克:SHLS)
- Price target: $22
- Rating: Buy
- 目標價:22美元
- 評級:買入
Sunrun Inc (NASDAQ:RUN)
SunRun公司(納斯達克:快跑)
- Price target: $40
- Rating: Buy
- 目標價:40美元
- 評級:買入
Sunnova Energy International Inc (NYSE:NOVA)
Sunnova能源國際公司(紐約證券交易所代碼:NOVA)
- Price target: $31
- Rating: Buy
- 目標價:31美元
- 評級:買入
SunPower Corporation (NASDAQ:SPWR)
SunPower公司(納斯達克:spwr)
- Price target: $19
- Rating: Neutral
- 目標價:19美元
- 評級:中性
Morgan Stanley
摩根士丹利
Occidental Petroleum Corporation (NYSE:OXY)
西方石油公司(紐約證券交易所股票代碼:Oxy)
Price target: $74
目標價:74美元
- Rating: Equal Weight
- 評級:同等權重
Global Payments Inc (NYSE:GPN)
全球支付公司(紐約證券交易所代碼:GPN)
- Price target: $156
- Rating: Equal Weight
- 目標價:156美元
- 評級:同等權重
Fiserv Inc (NASDAQ:FISV)
費哲金融服務(納斯達克:fiv)
- Price target: $118
- Rating: Equal Weight
- 目標價:118美元
- 評級:同等權重
Fidelity National Information Servcs Inc (NYSE:FIS)
富達國家資訊服務公司(紐約證券交易所代碼:FIS)
- Price target: $114
- Rating: Equal Weight
- 目標價:114美元
- 評級:同等權重
FactSet Research Systems Inc (NYSE:FDS)
FactSet研究系統公司(紐約證券交易所代碼:FDS)
- Price target: $362
- Rating: Underweight
- 目標價:362美元
- 評級:減持。
譯文內容由第三人軟體翻譯。
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