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Goldman Sachs add that "positioning.....>

MARKET TALK
MARKET TALK: Goldman Sachs add that "positioning has some room to increase
further from the current levels, especially if positive macro momentum
continues. Recent data are showing a faster-than-expected recovery and our
economists have recently revised their US GDP forecast higher. However, with
limited treatment options and no vaccine for Covid-19 yet, and with elevated
equity valuations and high uncertainty, we would turn more cautious near term
should investor re-risking move too fast."
MNI London Bureau | +44 0203-865-3809 | anthony.barton@marketnews.com
MNI London Bureau | +44 0203-865-3809 | anthony.barton@marketnews.com

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