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CHARLES HIMMELBERG
Bonds, not stocks, have properly priced in Trumponomics: Goldman SachsThe stunning run in equities post-Trump appears to have looked past the fact that the economy is already running close to full employment, ...
Trump tantrum in EMs to be temporary as per Goldman Sachs’ market strategyRelative to its 2016 forecasts, owners of financial assets can reasonably expect more upside — but stress that these returns will still lik...
- Bank spreads point to growing confidence
Bank bonds are the most expensive relative to the debt of non-financial companies since before European leaders crafted a $1 trillion bailo...