Goldman’s Top Strategist Says Europe Is Quietly Keeping Pace With the S&P 500. Here’s the AI Spillover Nobody’s Watching

Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist, went on Bloomberg on July 1, 2026 and pointed at a statistic most US-focused investors have missed: European equities have kept pace with the S&P 500 through the first half of the year, despite carrying a fraction of the tech weight. The tortoise is running even with ... Goldman’s Top Strategist Says Europe Is Quietly Keeping Pace With the S&P 500. Here’s the AI Spillover Nobody’s Watching