Can the US rally get back on track?

Tony Pasquariello, Global Head of Hedge Fund Coverage at Goldman Sachs, teams up with research analyst Chris Hussey to dissect the current state of U.S. equity markets. They explore how rising volatility, Federal Reserve rate cuts, and job growth are shaping investor sentiment. The duo provides insights on AI's evolving role in market confidence and the impact of GLP1 treatments. They also discuss how political factors and economic forecasts play into market optimism amidst precautionary caution over high valuations.