
What this week's CPI tells us about US economic health
Goldman Sachs The Markets
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The Slowdown in China's Economy Affects Global Investing
There are a lot of global companies that really benefit from Chinese consumer demand. Ashish: understanding risk return based on price is becoming increasingly important as we go through this cycle. We've generally been encouraging our clients to look at European stocks as diversifiers, given the run-up of US stocks.
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