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Barclays has cut its 2025 S&P 500 price target to 5,900 from 6,600, citing tariffs and worsening economic data. The bank downgraded its outlook on Consumer Discretionary and Industrials sectors to Negative, while upgrading Financials to Positive due to potential deregulation. Concerns about a recession are rising, with JPMorgan estimating a 40% probability, as major companies report weak demand and consumer confidence falters.
Market concentration is expected to remain high, with mega-cap technology companies leading in earnings growth, according to Barclays strategists. Despite low stock correlation and high performance dispersion, the active investment pool outside top names has shrunk, complicating the pursuit of alpha. The S&P 500 recently reached a record close, reflecting mixed corporate earnings and economic commentary from President Trump.
Venu Krishna
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
barclays lowers s p 500 forecast amid economic concerns and tariffs
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12:32 26.03.2025
market concentration expected to persist as active management gains importance
10:16 24.01.2025
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