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‘Definitely Long Stocks’: Goldman Sachs Executive Outlines Trading Strategy on Equities, Currencies and Treasuries

Published

6 months ago

August 2, 2025

Goldman Sachs Govt Anshul Sehgal is optimistic concerning the international financial state of affairs and the inventory market.

Sehgal, Goldman’s international co-head of fixed-income revenue, forex and uncooked supplies, out It’s in inventory for a very long time.

“I feel shares are nonetheless very undervalued. You have a look at the revenue that got here out within the final 24 hours, they’re blockbuster effectively. You have a look at two issues which might be taking part in now. In fact, the AI Capex -Boem, which contributes to the GDP at the moment. And I’m a believer within the expertise, I think concerning the subsequent 5 to 10 years.

So completely lengthy shares. Lengthy the greenback. Lengthy carry as a result of charges should not going anyplace. So lengthy mortgage foundation. Lengthy American treasury and property trade. Quick choices on charges. Mixture of service methods. “

Sehgal believes that President Donald Trump A big nice bill might work together with synthetic intelligence and robotics to unleash a home credit score tree.

“In case you have a look at a credit score tree, particularly a productive credit score tree as a result of that credit score is made and carried out in rising applied sciences which have the potential to vary the world, then it’s primarily what occurs – and so we have a look at it – all that is already way more searching for the US shares.

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