RBC's Calvasina Sees 5,050 S&P 500 at End of 2022

The video discusses market trends, focusing on economic models predicting S&P 5100. It compares stocks and bonds, highlighting stocks as a better inflation hedge. Corporate strategies adapting to GDP changes are examined, with a focus on earnings amidst inflation and supply chain challenges. Despite these issues, consumer spending remains strong, indicating market resilience against recession.

What factors are considered when assessing next year's earnings?

What is the overall sentiment regarding the potential for a recession in the upcoming year?