• Seth Golden posted an update 3 weeks, 3 days ago

    GS: “Our economists forecast that global growth will rebound next year, such that the deceleration since late-2017 will prove to be a mid-cycle slowdown rather than a recession”.
    GS Estimates relatively benign $11b of US equities for sale. Unclear if this is quarter focused – as monthly rebalance flows normally significantly larger than quarterly.

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