The S&P 500 made yet another ATH - the 30th this year - and rose 1.6% on the week, as investors digested soft CPI/PPI set against a relatively hawkish tone from the Fed and continued to lean into large cap Tech. AI Enablers, Bitcoin Sensitive Equities, and Megacap Tech were among the biggest gainers on the week, while 12-Month Laggards, Copper Miners, and Regional Banks underperformed.
And, as we show every week, here is a rundown of what all the various parts of Goldman’s giant trading desk did and saw in the past week (full report available to pro subscribers).
