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Chart of the Week
Thinking Caps
EQUITIES
A confluence of macro uncertainties–decelerating GDP growth, a tight labor market, and elevated inflation–may continue to invite market volatility across risk asset performance. However, from levels today, we think the risks have also become more balanced. History suggests that the US equity market tends to rally strongly in the 6-months following a bear market bottom. For US small caps, the recovery is especially pronounced in the early innings of an economic cycle.
Source: Bloomberg, FactSet, Goldman Sachs Asset Management.