Goldman's David Kostin on the markets and reasons from optimism
David Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss why investors are looking ahead beyond 2020 to 2022, tech stocks and the sectors doing well amid the coronavirus pandemic. There's a wide degree of expectation that there will be a vaccine identified by October, says Kostin. Now this came as a surprise back in July. I think in the first part of next year, people will be vaccinated. If we're wrong, he adds, we'll have to adjust our market forecast.