Goldman Sachs warns US equity crowding may trigger froth removal

5 articles · Updated · Bloomberg · May 1

After April's record-smashing rally and the S&P 500's best run since 2020, big-money managers appear to be running short of fresh buyers.
Hedge funds and commodity-trading advisers are scaling back purchases as momentum fades, while Goldman says its positioning gauge is near the most crowded levels of the past five years.
The report suggests US equity bulls may face a near-term reckoning after billions of dollars flowed into stocks, leaving the market more vulnerable to a pullback.

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