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9min chapter
Taking stock: Can the US rally continue?
Goldman Sachs Exchanges
Market Valuations, Interest Rates, and Election Uncertainties
The chapter explores the concerns regarding high valuations in the US market, potential multiple compression by year-end, and the impact of Federal Reserve rate cuts on smaller cap stocks. It also discusses the reasons behind raising the S&P 500 forecast, earnings revisions, the market valuation in relation to optimism, and the upcoming US election uncertainties and risks, especially in the context of AI investments.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode