Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able to maintain its balancing act over the next year. Consensus expectations remain timid, reflecting a continued reluctance to bet against the greenback. It’s hard to rule out upside surprises or dismiss downside risks to the dollar. Global Market View—In the spirit…
It looked as though markets were on the precipice of breaking down earlier in the trading week, and as...
Welcome back! Every week, Seth and I discuss all the facets of the market and what are the factors...
Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing...
The non-seasonally adjusted headline CPI eased for an eighth consecutive month to 6.0% in February (Chart 1). The seasonally...
Burgeoning ‘green shoots’ bring hope for an economic recovery The last time I used the term “green shoots” was...
“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and...
Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...
Scott Rubner, Managing Director Goldman Sachs This is the last bullish US Equity email that I will be sending...
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