Bullish on S&P 500 to 7600, likes industrials and financials.
The speaker is optimistic about the S&P 500, forecasting a year-end target of 7600, citing a strong fundamental backdrop, double-digit earnings growth, and a broadening of strength beyond the tech sector. They believe inflation at 2.5%-3% is acceptable for economic growth and equity market performance, and they specifically like industrials and financials as sectors showing earnings expansion and AI-adjacent activities.