Episode Details
| Title | Keep on truckin’: Will the US continue to outperform other markets? |
|---|---|
| Date | 1/14/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $US_EQUITIES - Goldman Sachs projects an 8% return for US equities, an increase from last year's 6% projection, despite recent market downturn.
- “Our base case is an 8% return. This compares to a 6% from last year, but we don't want clients to think we're actually more bullish because this 8% would have been a lower number if we didn't have the downdraft we had over the last several weeks of 2024.” - Sharmin (3:58)
- 🟢 $PE - 🔒
Bearish:
- 🔻 $BITCOIN - 🔒
- 🔻 $CHINA - 🔒
- 🔻 $GOLD - 🔒