Goldman Sachs Strategist Sees AI Boom Outpacing Bonds as Higher Rates Raise Market Risks: 'Long compute…Long Neoclouds…Long Data Centers'
Despite the Federal Reserve signaling higher interest rates for longer, Goldman Sachs’ global co-head of Fixed Income, Currency and Commodities, Anshul Sehgal, sees a silver lining for investors. In Goldman Sachs’ "The Markets" podcast, recorded Sept. 17 following the Fed’s rate hike, Sehgal said AI infrastructure coul