Goldman's "Boy Who Cried Baskets" Buys The AI Dip: Agents Are Here, Short Consumer 'Stickiness'

The Fed meeting "reinforced credibility" and a more-anchored long-end helped risk appetite with Goldman spending most of last week telling clients to buy the thing that spent Monday getting punched in the mouth... we hope you "had a plan".

Consumer agents are here, short Consumer Inertia.