Goldman's Top Traders Share Their Best Trade Ideas And Market Views
After a painful Q1, when the S&P tumbled as much as 5% in March after the war in Iran started, markets were beyond euphoric over the historic AI-driven meltup in Q2, which started on March 29 and led to the best quarterly performance for the S&P since covid, not to mention the best return for semiconductor stocks on record after their nearly 100% return in Q2.
