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76: Goldman Sachs’s Chief Global Equity Strategist, Peter Oppenheimer, Discusses Macro and Markets
Money Maze Podcast
The Macro Backdrop, Interest Rates, Equities, Commodities and as Gatekeepers to Pools of Capital
We are facing an economic downturn and most economies are either below trend or probably on the brink of recession. But it's a rather unusual downturn partly because it's been triggered by rising inflation as a result of supply side shocks. The bottom line is that we are going through a difficult cycle, weak economic growth, higher inflation, and that means higher interest rates and weak asset markets. I hope in the next period I'm going to talk about the macro backdrop, interest rates, equities, commodities and as key asset allocation, thinking and decisions.
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