The piece from Goldman Sachs is summarised at Zero Hedge, worth checking out. I’m starting to worry more about the accumulation of downside risks
The piece from Goldman Sachs is summarised at Zero Hedge, worth checking out.
- I’m starting to worry more about the accumulation of downside risks to growth, which again I admit is more of an instinct than anything more sophisticated. in this regard, I think we should all be keeping a close eye on the funding markets — and, perhaps more importantly, the corporate credit markets — for signs that something more significant is manifesting.
The full piece from GS is gated but the summary post at ZH is here
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Also from GS is this on their geo-pol risk index:
www.forexlive.com