Goldman's Kostin Sees S&P 500 Rising to 4,300 by Year-End 2021

The video discusses the projected path to SPX 4600 by the end of 2022, driven by an improving economy, growing earnings, and low interest rates. It highlights the performance of major stocks and the broader market, noting significant sales growth among the top five stocks. The economic outlook is positive, with expectations of GDP growth and controlled inflation, supported by the Fed's policy to keep rates low. Earnings are projected to exceed consensus due to a strong economic backdrop, making equities an attractive investment option.

What economic factors are contributing to the positive outlook for the market?

What is the consensus expectation for S&P 500 earnings next year, and how does it compare to the speaker's estimate?