多资产 GOAL 下半年展望，本周的不同反应及关键研究-GS Equity Radar_ Multi-asset GOAL 2H outlook, mixed reactions and key research from the week

18 July 2025 | 5:51PM BST GS Equity Radar Multi-asset GOAL 2H outlook, mixed reactions and key research from the week This week we revisited the cross-asset outlook with our GOAL 2H webcast with Christian Mueller-Glissmann and colleagues from equities, FX, rates, commodities and credit (replay here). After a major roundtrip in sentiment since February, GS's Risk Appetite Indicator is back to somewhat more bullish levels, and Christian is tactically (3M) Neutral in his asset allocation and modestly pro-risk ...