S&P 500: Bulls Can Fight The Fed And Win Big In 2023

Dec. 27, 2022 10:06 AM ETS&P 500 Index (SP500)SPY13 Comments


  • We share our S&P 500 Index 2023 year-end price target forecast.
  • An outlook with inflation surprising to the downside can open the door for a Fed policy pivot as part of the bullish case for stocks.
  • S&P 500 companies can benefit as margins rebound and macro conditions improve going forward in a soft landing scenario.
  • Looking for more investing ideas like this one? Get them exclusively at Conviction Dossier. Learn More »

cheerleaders jumping team with pon-pon

franckreporter/E+ via Getty Images

Everyone should be familiar with the investing adage "Don't fight the Fed" which stands as a warning to follow policy messaging, and not attempt to bet against the trend. The environment of ultra-low interest rates over the last decade worked

CPI metrics

source: Census Bureau

FED metric

source: Federal Reserve

CPI components

source: finviz

SPY metrics

source: Federal Reserve

SPY chart

source: Federal Reserve

Data by YCharts

Data by YCharts

S&P target

source: finviz

S&P estimates

source: FactSet

Data by YCharts

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This article was written by

Dan Victor, CFA profile picture
Outside-the-box trade ideas through a powerful multi-sector strategy.

BOOX Research is now Dan Victor, CFA

15 years of professional experience in capital markets and investment management at major financial institutions.

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Disclosure: I/we have a beneficial long position in the shares of SPY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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