‘Definitely Long Stocks’: Goldman Sachs Executive Outlines Trading Strategy on Equities, Currencies and Treasuries

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Goldman Sachs executive Anshul Sehgal is optimistic about the global economic situation and the equities market. Sehgal, Goldman’s global co-head of fixed income, currency and commodities, says he’s still long on stocks. “I think stocks are still very undervalued. You look at the earnings that came out in the last 24 hours, they are blockbuster good. You’re looking at two things that are playing out right now. Obviously, the AI CapEx boom, that’s contributing to GDP today. And conceivably becaus...