Note: as have been getting this question quite a bit, GS has the following most recent 2009 and 2010 Earnings estimates for the S&P500 (according to GS equity team; would imagine their credit teams has much different conclusions: see UBS case):
- Top down analysis: $53 in 2009 and a 31% increase in 2010 to $69
- Bottoms up analysis: $59 in 2009 and a 24% increase in 2010 to $68
(didn't see I agree with these)
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