Goldman Sachs Investment Strategy Group: S&P 500 Good Outlook Raised

“One-half of life is luck; the other half is discipline — and that’s the important half, for without discipline...

Well, it looks like I’ll be the only one at Finom Group working this weekend. Edward and the Support...

 Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve...

 Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit...

Boom! It just got “real”, as the kids say. The boom is the equivalent of the S&P 500 (SPX)...

 Plunging Core Inflation and Slower Growth will Force the Fed’s Hand  * The risk of recession persists, though our...

Goldman Sachs Weekly Market Mashup    Goldman Sachs’ Scott Rubner Nvidia Outlook

Every time the market falls a little, we worry it’s going to fall a lot.  ~Michael Batnick When it...