Can US equities rally again?
Goldman Sachs The Markets
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Market Dynamics: Pension Rebalancing and Global Investment Trends
This chapter explores the impact of a $25 billion buy imbalance favoring equities over bonds in the S&P 500, highlighting the potential boost for stocks and pressure on bonds. It also addresses investor trends towards European and Chinese markets, raising concerns about a possible sell-off in European equities amidst unfavorable conditions.
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