Premium5 Macro Scenarios (& How To Trade Them): Goldman Trader Eyes Changing Landscape
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With the macro landscape continuing to price in a US growth slowdown, Goldman Sachs top trader Lindsay Matcham goes through each macro scenario moving into 2025 and how best to play it via an equity theme across the US, Europe and ROW.
3 factors to consider when deciding upon the equity theme:
Growth slowing or accelerating?
Inflation rising or falling?
Central Banks easing Or tightening?