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218 days

Goldman Sachs Is All-In on the American Exceptionalism Trade - Barron's

1. S&P 500 increased over 20% for two consecutive years. 2. Concerns arise about a potential end to the bull run in 2025. 3. Rising bond yields could impact stock market performance. 4. Potential trade war adds uncertainty to future stock outlook.

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FAQ

Why Bearish?

Rising bond yields often lead to reduced equity valuation. Similar past instances led to declining asset prices.

How important is it?

Economic indicators like bond yields impact investment strategies and valuations. Important for understanding broader market sentiment affecting GS.

Why Long Term?

The potential trade war and bond yield trends could affect markets for years. Historical trends show prolonged market impacts from similar economic shifts.

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