Goldman Sachs Executive Anshul Sehgal Bullish on Equities Market
Anshul Sehgal, the global co-head of fixed income, currency, and commodities at Goldman Sachs, has a positive outlook on the global economic situation and the equities market. In a recent statement, Sehgal expressed his optimism and confidence in the stock market, stating that he believes stocks are still undervalued despite recent positive earnings reports.
According to Sehgal, the current AI CapEx boom is contributing to GDP growth and will continue to do so in the future as AI deployment becomes more widespread. He is a firm believer in the potential of technology to drive economic growth and sees long-term opportunities in stocks, the dollar, carry strategies, mortgage basis, US treasuries, and asset swaps. Sehgal also recommends shorting options on rates as part of a diversified investment strategy.
Sehgal is particularly enthusiastic about President Donald Trump’s One Big Beautiful Bill, which he believes could catalyze a domestic credit boom when combined with advancements in artificial intelligence and robotics. He anticipates that this productive credit boom will benefit US stocks more than other forms of investment, making stocks an attractive option for investors.
In conclusion, Sehgal’s analysis points to a promising future for the equities market, with potential for growth and profitability in the coming years. His insights provide valuable guidance for investors looking to capitalize on emerging trends and opportunities in the financial markets.
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