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A Tale of Two Markets

  • Earnings per share growth is projected to increase to 13% over the next 12 months, following a compression of the S&P 500 multiple from 22x to 21x.
  • Market participants may face adverse economic conditions if the Federal Reserve raises rates due to high PPI, high CPI, and deteriorating growth, potentially creating constraints for the broader economy.
  • Hyperscalers have committed to $755 billion in capital expenditures for the current year, reflecting 38% year-over-year growth, while semiconductor exposure in prime books reaches record highs and the GS risk appetite indicator sits at five-year peaks.
  • Investment themes have shifted within the AI sector, with attention moving from memory chips to fiber optic cables (up over 100% year-to-date) and liquid cooling technology (up 30% year-to-date), which offers electricity savings of up to 10 times.
  • AI-related stocks are expected to maintain higher valuation floors than levels seen two years ago despite potential drawdowns, though the market could experience violent corrections and two-way volatility driven by deleveraging forces.
  • Macro risks include 30-year bond yields exceeding 5%, a potential negative event causing accelerated price declines due to deleveraging, and uncertainty regarding the investability of China tech and AI stories following an upcoming US-China meeting.
  • Upcoming catalysts include the final 10% to 15% of earnings season with a major global company reporting next week, potentially contrasting with earlier client expectations of rate cuts starting in the summer.