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…
Waking From A Slumber? We’re very skeptical that the rally from last October’s low represents the first leg of...
Just one week ago, the S&P 500 finished higher for the week by 4.9%, which seems a lifetime ago...
Market veterans know there’s just one thing more probable than a recession after the yield curve inverts: Yield curve...
Cross-Asset Strategy: While growth risks are elevated, our base case looks for an acceleration in global growth in the...
Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established...
Welcome back to our weekend Research Report and look inside all the macro-market driving forces for which we analyze...
In the week that was, we had a rare 2018 example of market inefficiency. For much of the year...
Stepping back from the January noise, the trends in core economic activity data are discouraging. It’s unrealistic to think...
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