Goldman Sachs has issued a compelling assessment of the current stock market, labeling the environment as "peak Goldilocks." This pronouncement signifies an optimal, yet potentially fleeting, period for equity markets, driven by a pronounced "risk-on" shift. The market's current trajectory is attributed to a powerful confluence of factors: the unwavering
The financial markets are currently undergoing a profound and structural transformation, aptly termed the "Great Rebalancing." This pivotal shift signifies a deliberate rotation of capital away from the concentrated leadership of mega-cap technology and AI-driven stocks, which have predominantly dictated market performance for an extended period. Instead, capital is now
Investor sentiment faded on Friday as a key inflation gauge closely watched by the Federal Reserve climbed to a five-month-high, casting fresh uncertainty over the timing of potential interest rate cuts.
