High valuations won’t be a barrier to increased stock allocations next year due to a lack of alternatives and big cash piles, Goldman Sachs Group Inc.
With the central bank nearing the time when it will start winding down its asset purchases, banks are set to profit again.
Bond markets have gone overboard pricing in interest-rate increases by the Federal Reserve, all signs suggest inflation threat will prove temporary.
The big question that we’re asking ourselves is: what could lead to a feedback loop that pushes the economy away from the pre-pandemic status quo?