高盛策略师:2026年美股将再度加速
Core Viewpoint - The stock market is beginning to overlook weak labor data, with expectations for stock prices to accelerate again next year [1] Group 1: Market Sentiment - Investors are optimistic that the recent slowdown in the labor market will be temporary [1] - The anticipated interest rate cuts by the Federal Reserve are expected to further support the stock market [1] Group 2: Economic Indicators - A cooling labor market is seen as a "tailwind" for corporate profits [1] - The relationship between labor costs and profit margins is highlighted, indicating that a 100 basis point change in labor cost growth will impact S&P 500 earnings per share by 0.7% [1]