Goldman Sachs The Markets

Markets at midyear: AI & elections in focus

5 snips
Jun 28, 2024
Guest
Bobby Molavi
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.
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1
Analysis of Economic Data, Rate Cutting, and Market Performance
00:00 • 2min
2
Market trends at midyear: Seasonality, AI, elections, and growth concerns
02:17 • 7min