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Why the Nasdaq 100’s rebalancing matters for investors

Goldman Sachs The Markets

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The Market Breadth Question: Do Stocks Catch Up to the High Flyers?

A relatively small number of stocks are driving a lot of the index returns this year. Do other stocks catch up to the high fliers eventually, or do these high fliers sink? Or what is the outcome do you think? All eyes are on earnings season next week as 50% of the US equity market will report. What we'll be focusing on in particular is corporate margins.

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