Which Stocks Win When Rates Fall? Goldman Picks These Surprising Names
1. Goldman Sachs raised S&P 500 target to 7,200 amid favorable economic forecasts. 2. Expectations for two rate cuts by 2025 could boost market sentiment significantly. 3. Historical data shows median 12-month gain of 15% post-rate cuts under growth. 4. Goldman identifies unique stocks benefitting from falling rates, including DexCom and Disney. 5. Increased interest deductibility positively affects earnings for companies with floating debt.