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Not A Warsh Wobble; Goldman Partner Says The Real Driver Of Market Volatility Is AI Rebalancing

...while the early months of a new Fed Chair’s term are rarely kind to equity markets; ultimately, this is still about equities driving the macro, not vice versa.

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zerohedge.com

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sabato 27 giugno 2026·zerohedge.com
Not A Warsh Wobble; Goldman Partner Says The Real Driver Of Market Volatility Is AI Rebalancing
...while the early months of a new Fed Chair’s term are rarely kind to equity markets; ultimately, this is still about equities driving the macro, not vice versa.