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Gearing Up for Second-Quarter Earnings


From Standard & Poor's Equity Research

Here are the notes from Standard & Poor's Investment Policy Committee meeting, held on Wednesdays.

Fundamental Outlook

While we don't believe higher oil prices will be positive for economic growth and stock price performances, we think that $80 per barrel oil will not aggravate the expected economic slowdown or our forecast for its impact on core inflation.

S&P equity analysts expect the following S&P 500 industries to post year-over-year increases in second-quarter operating earnings in excess of 80%: Independent Power Producers (147%), Gold (132%), Semiconductor Equipment (98%), Oil and Gas Refining and Marketing (94%) and Oil and Gas Drilling (82%).

S&P's Asset Allocation


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