By John Flood, head of Goldman Americas Equities Sales Trading
I am watching for Mag 7 to start outperforming the broader market as we have officially entered summer.
Supercap Tech will act as a “defensive growth proxy” and this is exactly what investors want during what will remain highly uncertain times. Earnings have been stellar – Mag 7 just posted its best quarterly positive EPS surprise since 3Q of 2023...