Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal relief package no longer anticipates a stimulus before 2021, resulting in a 50% cut to its Q4 GDP forecast, from 6% growth to 3%. Its chief political economist Alec Phillips writes that with Congress having recessed for Thanksgiving without progress on fiscal relief…
To achieve long-term success over many financial market and economic cycles, observing a few rules is not enough. Too...
Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established...
Through no fault of my own I’ve recently found myself at the heart of the mainstream, short- volatility (VOL),...
Like many retail names, J.C. Penney (JCP) has reported a disappointing holiday sales period. With the retailer’s CEO previously...
Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems...
Chief Investment Office Macro Strategy Team at Merrill Lynch: Macro Strategy—Treasury Offsetting QT Until Mid-Year: The looming debt ceiling...
There are now at least 4 key ingredients drawing upon investor fears and which have resulted in a May,...
No Clear Path to Easier Financial Conditions Financial conditions are a key transmission mechanism for monetary policy and geopolitical...
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