According to @StockMKTNewz, Goldman Sachs’ Chief U.S. equity strategist wrote in the latest US Weekly Kickstart that further equity market upside is consistent with the historical pattern around Fed cutting cycles. source: Goldman Sachs US Weekly Kickstart via @StockMKTNewz; Seeking Alpha With long-term interest rates relatively stable, earnings should remain the primary driver of equity upside, and valuations, while elevated versus history, appear close to fair value given the macro and corporate fundamental backdrop. source: Goldman Sachs US Weekly Kickstart via @StockMKTNewz; Seeking Alpha Goldman Sachs adds that an accommodative Fed and an economy accelerating into 2026 should allow the market to maintain its current multiple, leaving earnings growth to drive continued U.S. equity gains. source: Goldman Sachs US Weekly Kickstart via @StockMKTNewz; Seeking Alpha For crypto traders, risk-on equity phases during easing cycles have historically coincided with higher BTC correlation to U.S. stocks, making BTC and ETH sensitive to earnings-led equity rallies. source: IMF (Crypto Prices Move More in Sync With Stocks, 2022); Federal Reserve Bank of New York (The Bitcoin–Equity Market Correlation, 2022) Traders can monitor forward EPS revisions breadth and sector-level earnings momentum as key catalysts if earnings are the main driver. source: Goldman Sachs US Weekly Kickstart via @StockMKTNewz