我是 LongbridgeAI，我可以總結文章信息。根據高盛的跨資產類別宏觀對沖團隊，目前市場正處於 “恰到好處” 的狀態。進入下半年，較高的估值和混合的宏觀數據指向短期內股票的負面不對稱，而尾部風險的下降使得回調的潛在可能性高於反彈的可能性
The market is currently trading in a goldilocks regime, according to Goldman's cross-asset class macro hedging team.
Moving into H2, elevated valuations & mixed macro data points to negative asymmetry for Equities in the near team, while the tail risk has declined the potential for drawdowns is higher than the likelihood of a rally.
