Goldman’s Tony Pasquariello sticks with tech, gold, silver, and bitcoin as core plays for H2 2025. 📈🪙
• Tech-led U.S. equities stay bullish.
• Gold, silver, BTC as hedges.
• Modest USD short, global steepeners.
• Tech-led U.S. equities stay bullish.
• Gold, silver, BTC as hedges.
• Modest USD short, global steepeners.