John Flood of Goldman Sachs is constructive on equities, viewing recent selloffs as buying opportunities. He notes robust institutional demand for equity offerings, healthy skepticism via high hedging, and significant cash on the sidelines. He sees a clear path for the S&P 500 to reach 8000, driven by solid earnings and retail buying that only stops with job losses.
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implicit
Oil
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USD
Goldman Sachs
9.0
Investment Bank $2500.00B
John Flood 9.0
Investment Bank $2500.00B
John Flood 9.0
6/5/2026 10:35:36 PM
ndx
Flood is very constructive on equities, sees buying opportunities in dips, and expects S&P 500 to reach 8000. He notes strong demand for tech equity offerings and that hedge funds are long AI/tech names. This implies an upward view for the Nasdaq-100.
rut
Flood's constructive view on the broad equity market, expectation of continued retail buying, and view that dips are buying opportunities implies a positive outlook for the Russell 2000 as well.
yields
This morning's jobs print has rates moving higher, and people now think that we will get a rate hike by year end.
| 5/28/2026 8:01:54 PM | short term cautious up | 5 days later | +0.85% | +0.43% |
| 5/6/2026 9:19:41 AM | short term cautious up | 5 days later | +1.62% | +0.81% |
| 5/5/2026 1:43:30 AM | short term cautious up | 5 days later | +1.24% | +0.62% |
| 4/20/2026 7:09:00 AM | medium term up | 20 days later | +2.75% | +2.75% |
| 3/4/2026 2:04:00 PM | short term up | 5 days later | -0.24% | -0.24% |
| 2/12/2026 6:36:08 PM | medium term cautious down | 20 days later | +2.22% | -1.11% |
| 1/30/2026 6:19:23 AM | medium term cautious down | 21 days later | -5.75% | +2.88% |
| 12/9/2025 6:20:53 PM | medium term cautious down | 20 days later | -0.82% | +0.41% |
| 11/28/2025 6:04:11 PM | medium term down | 21 days later | +1.78% | -1.78% |
| 11/13/2025 8:45:53 PM | short term down | 5 days later | -0.36% | +0.36% |
| 11/7/2025 7:28:39 PM | medium term cautious down | 21 days later | -0.34% | +0.17% |
| 10/29/2025 5:37:32 PM | medium term cautious down | 20 days later | +0.98% | -0.49% |
| 10/28/2025 6:42:40 PM | medium term cautious down | 20 days later | +1.60% | -0.80% |
| 10/28/2025 1:59:32 PM | short term cautious down | 5 days later | +1.18% | -0.59% |
| 10/24/2025 6:55:30 PM | medium term cautious down | 21 days later | +3.40% | -1.70% |
| 10/15/2025 9:58:39 AM | medium term cautious down | 20 days later | +4.55% | -2.28% |
| 10/7/2025 1:51:58 PM | short term up | 5 days later | -1.89% | -1.89% |
| 9/29/2025 2:12:26 PM | short term cautious down | 6 days later | +0.34% | -0.17% |
| 9/16/2025 4:19:00 PM | medium term cautious down | 20 days later | +1.25% | -0.63% |
| 9/11/2025 1:30:06 AM | short term cautious down | 5 days later | +0.37% | -0.18% |
| 9/9/2025 10:35:22 PM | short term cautious down | 5 days later | +0.05% | -0.02% |
| 9/5/2025 6:25:27 PM | medium term cautious down | 21 days later | +2.35% | -1.17% |
| 9/3/2025 7:20:32 PM | short term cautious down | 5 days later | -2.44% | +1.22% |
| 9/2/2025 1:47:03 PM | short term sharp up | 5 days later | -3.92% | -5.88% |
| 8/12/2025 11:12:01 PM | short term cautious down | 5 days later | +2.43% | -1.22% |
| 8/6/2025 7:05:41 PM | medium term cautious down | 20 days later | -0.14% | +0.07% |
| 8/1/2025 6:12:49 PM | short term down | 7 days later | +1.74% | -1.74% |
