Here's your summary from A Market Setback Would Be ‘Quite Healthy,’ Says Goldman’s Oppenheimer (https://www.youtube.com/watch?v=tLMiM93RVkk) on the Bloomberg Television channel:
**TLDR:** Goldman's Oppenheimer believes a market setback would be healthy, as growth momentum is slowing but not in recession, and a correction in equities is likely.
1. Loss of growth momentum, not recession, is being seen in the market, leading to expectations of rate cuts.
2. Expectations for the second quarter are high, particularly for dominant tech stocks, which could lead to a market softness if not met.
3. While a bear market risk is low, a correction in equities is more likely due to high valuations and softening growth momentum.
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