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Against a backdrop of shifting rate expectations and cross-border capital repositioning, equity sentiment on Wall Street is tilting bullish once more.
A Goldman Sachs (GS) partner has said the S&P 500 is positioned to set further all-time highs before the calendar turns, adding institutional weight to a move that warrants scrutiny on any derivatives desk worth its open-interest feed.
The call and what it signals The Goldman partner's view places the firm in the camp that sees the current equity cycle as unfinished. All-time highs is a specific destination, not a vague upward drift.
That distinction matters because index options markets price tail risk differently when partnership-tier voices at a primary dealer speak in directional terms.
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