Goldman has CTAs modeled as buyers of US equities in all scenarios over the next week and month.
The percentage of 'Buy' ratings for S&P 500 stocks is on track to end the month at its highest since August 2022.
"Can stocks fall 10% this year? Maybe, but history would say something bad needs to happen"
"The Magnificent 7 are finally acting as a group — besides Apple, they’re all tumbling together"
"So far, industry analysts haven't gotten either the tariff memo or the recession memo"
"The big news in the UMich data was not inflation expectations"
