If history has anything to say, the Fed has a rough road ahead as they try to tighten monetary policy enough to stem inflation and still avoid a U.S. recession.…
Tag: Goldman Sachs
Goldman Sachs Predicts High Risk of U.S. Recession
Strategists at Goldman Sachs are forecasting the probability of a recession in the U.S. could be as high as 35% and have lowered their growth forecasts as oil prices skyrocket…
Commodities Gauges Underpin Goldman’s Bullish Stance
A top Goldman Sachs analyst says “we’re out of everything” and that commodities futures contracts trading are in backwardation at rates nots seen since 1997, reports an article in Bloomberg.…
Goldman Calls Out Active Fund Managers For Missed Opportunities
Active fund managers lost outperformance opportunities in 2021, and investors should stay away from companies with more exposure to wage inflation, Goldman Sachs strategists wrote in a note, according to…
Goldman: Inflation Will Do a Number on Stocks
A new study by Goldman shows that stocks will do well if inflation remains muted, but an escalating consumer price index (CPI) will hurt returns. This according to a recent…