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Goldman Sachs The Markets
Markets at midyear: AI & elections in focus
Jun 28, 2024
Bobby Molavi discusses big tech, global elections, and consumer health. They explore economic data's impact on market sentiment, potential rate cuts, July S&P performance, seasonality, AI momentum, elections, and growth concerns.
09:16
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Quick takeaways
- Rate cutting expected due to weakening economy
- Market volatility from elections impacting risk appetites
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Market Outlook and Rate Cutting Possibility
There is a debate whether good news is bad or bad news is good regarding the slowing economy, concerning the US and global regions like China. The view is leaning towards rate cutting before year-end due to the weakening economy. The market is currently absorbing softening data without major disruptions, but there's vigilance for signs like unemployment acceleration that might cause nervousness.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode