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Goldman Sachs: The supportive role of the rate-cut cycle on risk assets may weaken

Goldman Sachs: The supportive role of the rate-cut cycle on risk assets may weaken

Bitget2024/02/17 04:00

Goldman Sachs stated that historically, the central bank's interest rate cut cycle has supported risk assets, but its role may weaken this year because the market has already traded most of the rate cut measures in advance. Goldman Sachs predicts that economic growth will become a more important driver of risk preference, and the correlation between stocks/bonds should be more negative this year.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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