Goldman: earnings power is doing the heavy lifting for markets

Katherine Bordlemay — co-head of equity client portfolio management at Goldman Sachs Asset Management — says the magnitude and breadth of earnings strength will keep supporting markets going forward, per Bloomberg.

Speaking on Bloomberg's Open Interest with Dani Burger and Isabelle Lee, she framed it simply: it's not one sector carrying the tape — the strength is broad , and that breadth is what underpins the bull case.

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