The most important chart for the current US stock market

Wallstreetcn
2025.06.21 01:16
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Goldman Sachs equity derivatives expert Shawn Tuteja pointed out in a report that the most important chart in the stock market right now is the ratio of Goldman Sachs' "AI Yield Stock Basket" to the "AI Impaired Stock Basket." Since the tariff suspension in April, this ratio has risen significantly. Tuteja believes that this trade may signal potential risks in the stock market; if the trade continues to be effective, the market is unlikely to see a significant correction; conversely, if the trade starts to close out, the market may face difficulties