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公式動画＆関連する動画 [Has the AI rally gone too far?]
US stocks have had a blistering run in the past few weeks, driven by supportive macro and renewed optimism around the AI trade. Is there more room to run or are we due for a pullback? And with Kevin Warsh now officially the Fed’s new chair, what’s next for US rates?
Tony Pasquariello, global head of hedge fund coverage, Josh Schiffrin, global head of risk, and Dominic Wilson, senior advisor in Goldman Sachs Research, dive into the macro themes that drive the global markets.
Recorded on May 13, 2026.
Chapters
00:00 Introduction
00:16 The AI rally
04:15 Fed's first move under Warsh
08:18 De-dollarization trends
11:06 Copper's advance and oil
14:16 More hedging opportunities
17:21 Opportunities in non-US markets
18:57 Favorite analog activity
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