Goldman flipped bullish on stocks AND bonds.
Equities: overweight 3mo
Bonds: overweight 12mo
Stocks been rangebound since summer—rising rates + energy costs ate the earnings pump. Valuations got reset right before Q3 earnings dropped.
TradFi positioning shift. Watch how this flows into risk-on across crypto.
Equities: overweight 3mo
Bonds: overweight 12mo
Stocks been rangebound since summer—rising rates + energy costs ate the earnings pump. Valuations got reset right before Q3 earnings dropped.
TradFi positioning shift. Watch how this flows into risk-on across crypto.