As we head into the long weekend, Goldman Sachs head of hedge fund coverage, Tony Pasquariello, has three main points to take away from this week:
i. NVDA is a bright-and-shining example of the winner-take-more dynamics in US tech.
ii. the Fed: rate hikes are off the table -- but, there’s clearly no rush to cut -- so we bide our time at 5.375%.
iii. the US consumer will defy the bears.
Below he breaks down these three highlights:
