Goldman Sachs executive Anshul Sehgal has expressed optimism about the global economic outlook, advocating for long positions in stocks and US treasuries. Sehgal, the global co-head of fixed income, currency, and commodities at Goldman, believes stocks are undervalued, citing strong earnings and the AI CapEx boom as key growth drivers. He is also long on the dollar, mortgage basis, and asset swaps, while shorting options on rates. Sehgal anticipates that President Donald Trump's proposed 'One Big Beautiful Bill' could synergize with AI and robotics, potentially triggering a domestic credit boom that would benefit US stocks. His strategy underscores a positive view on the role of emergent technologies in driving economic growth.