Goldman Sachs将全球库存升级为超重,S&P 500预测值为6 800美元,说明增长强劲,预计美联储将削减利率。 Goldman Sachs upgrades global stocks to overweight, forecasts S&P 500 at 6,800, citing strong growth and expected Fed rate cuts.

Goldman Sachs将全球股票升级为未来三个月的“超重”, Goldman Sachs upgraded global equities to "overweight" for the next three months, citing strong economic momentum, supportive policies, and resilient earnings, with the S&P 500 now forecast at 6,800. 该公司期望美联储在不出现衰退的情况下削减利率,推动市场收益,尽管由于高估值和低回报,它降低了全球信用和现金的评级。 The firm expects Fed rate cuts without recession, driving market gains, though it downgraded global credit and cash due to high valuations and low returns. 尽管存在“黄金”环境,但增长冲击、延迟减速或美元下跌等风险可能会在年底之前引发波动。 Despite a "Goldilocks" environment, risks like growth shocks, delayed rate cuts, or dollar declines could trigger volatility before year-end.