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The
forward 12-month P/E ratio for SPX of 22.2 is above the
5-year average (19.7) and above the 10-year average (18.2)
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00:01 - 31/01/25
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US equity valuations at the
start of Trump's second term are higher than the start of
any other presidential term in history.
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Goldman's base case is that
tariffs would only provide a small one-time 0.3% boost to
inflation. Essentially the bank is saying that it does not
expect an aggressive trade war.
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Unrealized losses on
investment securities at FDIC-insured banks remain rather
large, but are well off of their worst levels
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CTAs
cut long positions to lowest since August, aggregate
positioning at two-month low, per Goldman
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