4min chapter

Goldman Sachs The Markets cover image

What the latest inflation data means for markets, the Fed, and investors’ portfolios

Goldman Sachs The Markets

CHAPTER

Key Drivers of Volatility, Valuations, and Earnings Preview

This chapter discusses the key drivers of volatility in the market, including the global election cycle, fiscal deficit, and geopolitical tensions. They also talk about the high valuations in the US equity market and how it is supported by fundamentals.

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