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…
In the week that was, we had a rare 2018 example of market inefficiency. For much of the year...
Good weekend all! Please take some time to review the thoughts and ideas concerning the macro-market landscape since the...
When you feel like giving up, realize that at that very moment, you are at the same fork in...
By the team at Merrill Lynch Macro Strategy—Global Growth Weakening Fast, Fed On Track To Make Matters Worse: The...
The Fed’s “surprise” move toward tapering that took markets lower last week is just the moment of recognition for...
The Leuthold Group The Major Trend Index continues to oscillate within its neutral zone. There have been no...
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