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Anthony Pompliano 🌪· 2025-10-23 17:30
Macro Economy - US debt officially crosses above $38 trillion [1] Market Analysis - Exclusive report on political bias in economic data is available [1] - Interview with Mel Mattison on macro markets is provided [1]
全球市场分析 - 我们如何看待宏观风险及其对宏观市场的影响-Global Markets Analyst_ How We Think About Macro Risks and Their Impact on Macro Markets (Chang)
2025-10-14 14:44
1. The source of the shock matters. It is important to think about the underlying causes that are driving asset markets, because different shocks affect assets in different ways. It is worth trying to identify the mix of macro drivers at play in a disciplined way, because the cross-asset pattern that occurs as a result depends critically on the driver of the shock. Vickie Chang +1(212)902-6915 | vickie.chang@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in maki ...