Why Evercore Sees 5,100 S&P 500 at Year-End of 2022

The video discusses economic growth predictions, market reactions to Federal Reserve policies, and the impact of retail participation on the stock market. It highlights Ed Hyman's optimistic outlook for the economy and the S&P 500, predicting significant growth. The discussion also covers potential market volatility due to Fed actions and the role of retail investors in shaping market trends. Preferred investment sectors for the year include financials, industrials, and health care.

What is Ed Hyman's prediction for the economic growth rate in 2022?

• 6.5%

• 5.5%

• 4.5%

• 3.5%

What is the expected earnings growth on the S&P 500 for 2022?

• 9%

• 10%

• 8%

• 11%

What could potentially disrupt the market rally according to the discussion?

• A sudden drop in tech stocks

• A decrease in retail participation

• An unexpected geopolitical event

• The Federal Reserve being more aggressive than expected

How is the new retail investor characterized in the discussion?

• Preferring bonds over equities

• Avoiding tech stocks

• Focusing on short-dated call options

• Investing with a long-term horizon

Which sectors are expected to perform well according to the discussion?

• Energy and Telecommunications

• Consumer Goods and Utilities

• Financials, Industrials, and Health Care

• Technology and Real Estate