CATS: Three new features in upcoming update
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Goldman Sachs and Deutsche Bank believe that the concentrated closing of pre-election hedging positions is driving the rebound, and the compression of risk premiums is supporting short-term market conditions. However, the freeze on data center construction in Texas, the investment prospects for AI, and the debt ceiling crisis in Q2 next year remain core risks. The real policy test for the market will begin after the new Congress takes office in January next year.
