The global macro team has increased from 7 to 9, and the signal is very clear: the window for risk assets is still open.

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Goldman Sachs Maintains Cautious Stance on Equities Amid AI Boom
Goldman Sachs' Fixed Income, Currency and Commodities (FICC) team has returned to a "seven on ten" rating on the domestic equity market, according to Anshul Sehgal, global co-head of the team. Sehgal stated in a recent interview that the team had raised its equity positioning to a "nine on ten"
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