"March Rally Reflects Changing Macro Picture as Investors Weigh Fed Remarks and Inflation Data"
TL;DR Summary
US equities have stabilized after a record-setting rally attributed to the Magnificent Seven tech stocks, prompting questions about the market's sustainability. Goldman Sachs' Christian Mueller-Glissmann discusses the shift towards reflation and suggests consumer cyclicals, selective industrials, and small/mid caps as potential areas for growth, emphasizing the need for earnings news to confirm the trend.
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