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Source document· March 28, 2026

S&P 500: Goldman Sachs says this is the key question in Q2

View original at finance.yahoo.com
S&P 500: Goldman Sachs says this is the key question in Q2 Investing.com -- U.S. equities are navigating a complex landscape of compressed valuation multiples and resilient corporate fundamentals as the market prepares for the first-quarter earnings season of 2026…
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O que extraímos desta fonte

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  • The S&P 500 has retreated by 9% from its January highs, driven largely by surging oil prices, rising interest rates, and the persistent instability caused by the Iran war

    60% confidence

  • Analysts paradoxically raised 2026 earnings-per-share (EPS) forecasts by 3% despite the P/E multiple compression

    60% confidence

  • Readings below -1 on the U.S. Equity Sentiment Indicator have historically preceded above-average returns

    60% confidence

  • The current positioning is likely insufficient to spark a rally without a clear improvement in the fundamental outlook

    60% confidence

  • The market's pricing of economic growth indicates further potential downside for stocks should the regional conflict in the Middle East continue to escalate

    60% confidence

  • Goldman Sachs maintains a base-case forecast of 12% EPS growth for the S&P 500 in 2026, assuming the current disruptions do not become severely prolonged

    60% confidence
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O que estamos a ver
Obesity and Immunology Readouts, Big Pharma M&A and AI-Designed Drugs Converge Into a Q4 2026 Catalyst Wave
Late-stage data and deal activity are clustering ahead of Q4 2026. Novo Nordisk's CagriSema won Best Abstract at EASD 2026 for its brain and body (fMRI/MRI) data, Lilly showed ADtouch results for EBGLYSS and agreed to buy Merida Biosciences for $2.9B, and Merck's tulisokibart hit its Phase 2b endpoints. A key regulatory catalyst follows: the FDA PDUFA date for the ivonescimab BLA on 2026-11-14. AI-designed rentosertib showing anti-aging effects adds a speculative AI-drug-discovery thread, while QAIAx's microcities trial and QIII pilot (planned 2027-01-01) are peripheral, forecast-only items.
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Sinais que acompanhamos
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Padrões que observamos ›
Onde as fontes divergem
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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