滞胀风险、能源资本开支加速与政策观察，附本周前瞻及核心研究-GS Equity Radar_ Stagflation risk, Energy capex acceleration and policy watch plus Week Ahead and key research from the week
2026-03-22 14:24
20 March 2026 | 4:49PM GMT Equity Research GS EQUITY RADAR Stagflation risk, Energy capex acceleration and policy watch plus Week Ahead and key research from the week (More) drawdown risk? Peter Oppenheimer highlighted the downside risks for equities given where we are on energy / geopolitics as the starting point for valuation and positioning, but he does not see a bear market given the robust earnings and balance sheet picture (corporate including banks and household). Higher oil increases the risk of inf ...