Four key stock calls right now from SocGen

Société Générale's cross-asset team recommends four key equity trades focusing on the physical economy, including long positions in the S&P 500 Equal Weight Index and sectors like Industrials, Utilities, Materials, and Energy. They maintain a positive earnings outlook, forecasting S&P 500 EPS growth of 15% in 2026 and 7% in 2027, with a year-end target of 7,300. The firm notes that recent market stresses are priced in and sees significant opportunities in the physical-economy capex cycle.