Market Intelligence: US Morning Update

Goldman Sachs raised its year-end S&P 500 target to 8000 following a strong 1Q26 earnings season. While macro risks like inflation and energy prices remain, high earnings growth continues to support elevated valuations.

Key Takeaways

• 1.Goldman Sachs has raised its year-end S&P 500 target to 8000 from 7600, driven by exceptionally strong 1Q26 earnings results.
• 2.The 2026 S&P 500 EPS forecast was raised to $340, representing a 24% year-over-year growth rate.
• 3.The Reserve Bank of New Zealand (RBNZ) shifted to a hawkish stance, leading economists to pull forward the expected rate hike to July.

Table of Contents

• Looking Ahead
• Performance of Global Indices (as of May 27, 2026)
• Rating & Conviction List Changes (as of May 27, 2026)
• Today's Events (May 27, 2026)
• US Morning Call for May 27, 2026
• Notable Research not on the Morning Call
• Listening in: Webinars, Conferences & Podcasts
• Disclosure Appendix

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