Investment
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Goldman Sachs lifts its S&P 500 forecasts. Strategists say these three investment moves are crucial.

July 8, 2025
11:40 AM
2 min read
AI Enhanced
investmentmoneystocksfinancialtechnologyconsumer discretionarymarket cyclesseasonal analysis

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Goldman say resilient earnings, earlier and bigger Fed rate cuts and more investor buying of stocks will drive the S&P 500 higher from here.

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2 min read

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investment

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Published

July 8, 2025

11:40 AM

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MarketWatch

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Key Topics
investmentmoneystocksfinancialtechnologyconsumer discretionarymarket cyclesseasonal analysis

Advanced ➔ Results Need to KnowGoldman Sachs lifts its S&P 500 forecasts

Strategists say these three investment moves are crucial

Look for an 11% gain in stocks over the next 12 months, say strategistsLast d: July 8, 2025 at 7:40 a

ETFirst Published: July 8, 2025 at 6:50 a

ETResizeListen(7 min)Mr Blue Sky

Goldman Sachs has lifted its S&P 500 forecasts, and strength from the biggest stocks is one reason for that optimism

Photo: Getty ImagesAfter the White House kicked the tariff down the road again, investors are once again left trying to figure out what that could mean for their investments

Beware, says Ipek Ozkardeskaya, senior analyst at Swissquote Bank, who sees a market acting “suspiciously optimistic,” and ignoring the potential fallout from tariffs on supply chains, earnings, growth and inflation. “Assuming everything will be magically resolved in the next three weeks is seeing unicorns in the sky,” she writes

The Author Barbara KollmeyerBarbara Kollmeyer is based in Madrid, where she leads MarketWatch's pre- coverage of financial and writes the Need to Know column

She has worked in London and Los Angeles for MarketWatch previously

Her on Twitter @bkollmeyer

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