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What is the central risk facing US stocks? Goldman Sachs Chief US Equity Strategist David Kostin shares his outlook for equities for the second half of the year and the risks that could derail that rally. https://click.gs.com/ia2v #GSExchanges

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Charles Iruamaka

Financial Copywriter | I help Financial companies, turning ideas💡into cash flows through powerful copies.

1w

Wow this is so insightful 💡 Giving my own idea, I could also say that, the shift in investor sentiment, such as sudden increase in risk aversion, can also partly be a risk facing the US stock. Note: might not be tangible. Thanks Goldman Sachs. David Kostin.

Zach Tushaus

I talk about business, learn something new👇

1w

Nvidia has made up about a 3rd of the gains in the S&P this year. The 17% returns we have now would be closer to 11% if we excluded #NVDA. I completely agree with David Kostin’s views.

Pedro Monserrat

IT Europe Financial Planning Service Owner en PepsiCo

1w

Goldman shorting Nvidia in 3, 2, 1.... Run away always from whatever Goldman recommends in public boards, papers and media

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Nvidia There are analysts looking for a $5-6 trillion valuation.

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Binod Shankar

Executive Coach. Published Author. Board Member at Heriot-Watt. Corporate Trainer. Frequent guest on CNBC & Bloomberg. Sold my business to a multinational. I help professionals reach their potential.

1w

Goldman Sachs old and familiar news. I expected something original from GS.

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Thank you for sharing

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Dmitry Dubovik

financial analyst, chemist (PhD)

1w

The main risk is data - first october.

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James E.

LinkedIn Creator focused on long term care facility development, management structure, activities, pricing, ownership

1w

Agree with Goldman Sachs.

Bhavin P. Kapadia

AI-ML GenAI Cyber Advisor Futurist | Prior consultant to Deutsche Bank, U.S. Bank, & Wells Fargo |

1w

equities

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