Goldman Sachs data shows rally led by global, tech, commodities

MSN
2026.05.13 15:29
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Goldman Sachs reports that baskets linked to global sales, non-profitable tech, and commodities have risen over 20% year-to-date, outperforming the S&P 500. Midcap stocks are appealing due to high profit margins and strong EPS growth, attracting investors focused on efficiency and returns. However, overbought conditions and upcoming earnings reports may introduce volatility and alter market sentiment for midcap stocks.