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Goldman’s Varadhan lays out a three-part case for staying in the market
Ashok Varadhan, co-head of global banking and markets at Goldman Sachs, advises investors to remain invested despite concerns about interest rates, energy costs, and economic expansion. He predicts interest rates will stay on hold, oil prices will fall below $70 a barrel, and the economy will remain durable, potentially boosted by AI productivity gains.