Tres razones para un S&P 500 en 1.250 puntos (Goldman Sachs)

El estratega jefe de Goldman Sachs para el mercado de acciones de EEUU, dice.... (via Business Insider)

The S&P 500 closed at about 1,370 at the end of last week, exceeding David Kostin's target of 1,250 for the end of 2012. Kostin, chief U.S. equity strategist at Goldman Sachs, told Bloomberg TV that he is sticking by his forecast despite the S&P's recent run.
Kostin said there were three main reasons for his call:

1. The U.S. economy is stagnating, growing below trend.
2. In a weak economic growth environment, markets historically have a flat multiple
3. 2012 is expected to see earnings growth of only 3 percent.