Here's What Goldman's Top Traders Think About The Market After The Worst Week Since April

While stocks are set to blast off on Monday now that the Democrats caved and there is a deal to reopening the government, US equities traded poorly over the past week (NDX -3.0%, worst since April, SPX -1.6% WoW) driven by AI skepticism, renewed economic growth concerns (Challenger / Revelio jobs data, weakening Michigan sentiment survey, ongoing government shutdown) and expectations of less accommodative monetary policy.