Goldman’s Molavi Says Bull and Bear Stock Drivers Set to Clash

Goldman Sachs Group Inc. macro trader Bobby Molavi likens the setup for stocks heading into the new year to a boxing match, where the bullish drivers of AI and stimulus...

By Jan-Patrick Barnert · Bloomberg Markets

Goldman Sachs Group Inc. macro trader Bobby Molavi likens the setup for stocks heading into the new year to a boxing match, where the bullish drivers of AI and stimulus measures confront bearish forces including stretched valuations and credit stress.