GOLDMAN SAYS BUY DIPS AS EQUITY GAINS COOL Goldman Sachs expects equity returns to moderate after a strong rally but maintains an overweigh…
GOLDMAN SAYS BUY DIPS AS EQUITY GAINS COOL
Goldman Sachs expects equity returns to moderate after a strong rally but maintains an overweight stance over 12 months. Strategist Christian Mueller-Glissmann says markets have rebounded to near record highs, driven by tech earnings and AI spending, though elevated yields, energy prices, and stretched sentiment raise correction risks. Despite higher volatility risk, Goldman still sees a supportive macro backdrop and recommends buying pullbacks, citing continued earnings growth and AI-driven capital expenditure.
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