Goldman Sachs' head of hedge fund business said that the marginal support from US equity earnings, capital flows and the AI narrative is weakening; the bank expects net equity supply in 2027 may rise to the highest level since 2000.
Goldman Sachs data shows that the share of U.S. retail trading fell to approximately 9%, but households still made net purchases of approximately 840000000000 USD of stocks in the first half of the year. The bank expects that the increase in net supply in the U.S. public stock market in 2027 may reach the highest level since 2000 years.
