Goldman Sachs strategists warn: U.S. stock pricing is at a "perfect level" and is likely to experience a pullback

Zhitong
2025.01.09 23:59
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Goldman Sachs Chief Global Equity Strategist Peter Oppenheimer warned that the current "perfect" valuation of U.S. stocks may be difficult to sustain, and the market is prone to a correction. He pointed out that rising bond yields, overvaluation, and interest rate uncertainty are the main risk factors. Although the stock market is expected to continue rising for the year, high valuations and market concentration have increased portfolio risks, especially in the context of poor economic data and earnings performance