Goldman Sachs Executive Anshul Sehgal is optimistic about the global economic situation and the stock market.
Sehgal, Goldman’s global co-head of fixed-income income, currency and raw materials, out It is in stock for a long time.
“I think shares are still very undervalued. You look at the income that came out in the last 24 hours, they are blockbuster well. You look at two things that are playing now. Of course, the AI Capex -Boem, which contributes to the GDP today. And I am a believer in the technology, I suspect about the next five to ten years.
So absolutely long shares. Long the dollar. Long carry because rates are not going anywhere. So long mortgage basis. Long American treasury and assets exchange. Short options on rates. Combination of carrier strategies. “
Sehgal believes that President Donald Trump A big nice bill could work in combination with artificial intelligence and robotics to unleash a domestic credit tree.
“If you look at a credit tree, especially a productive credit tree because that credit is made and implemented in emerging technologies that have the potential to change the world, then it is essentially what happens – and so we look at it – all this is already much more looking for the US shares.
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