
“A solid buying opportunity”: Making sense of the market shakeout
Goldman Sachs The Markets
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Market Volatility and Strategic Investor Moves
This chapter examines the impact of a weak jobs report on the U.S. stock market, revealing how it intensified recession fears and resulted in notable sell-offs. It also highlights the strategic shifts in investor behavior, including a rotation from large-cap to smaller-cap stocks amid evolving interest rate expectations.
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