Bloomberg Surveillance · Wednesday, September 23, 2026
According to Matt Lozetti, Deutsche Bank's U.S. equity strategist, Binky Chadha, maintains a year-end target of 8,000 for the S&P 500. This forecast aligns with a broadening of earnings growth across companies and sectors, moving beyond just AI beneficiaries.
“Look, Binky, who's our U.S. equity strategist, has stayed with his call for $ 8, 000 on the S & P 500.”
“He has, and he's stuck with the view. I think kind of consistent with what I'm outlining for the real economy, which I think is this broadening out that you see in the labor market. You actually see some broadening out within the consumer.”
“I think he's noted that you see that within earnings growth as well. It is not simply about AI anymore, that you've had a broadening out across companies and sectors in terms of earnings growth.”