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Goldman Sachs Warns of Equity Demand Risks | Markets & Money News
Goldman Sachs warns of significant risks to long-term U.S. equity demand stemming from rising interest rates and the impact of artificial intelligence. Households, which own about 42% of the equity market, have previously bolstered demand, purchasing $840 billion in the first half of 2026 alone. With corporate equity supply expected to increase markedly next year, maintaining household demand will be critical. Positive signs remain if the job market holds steady, as improved household wealth
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