Goldman Sachs’s macro analysts have been notably more optimistic than almost everyone else on the street throughout 2023, and, as a result, basically nailed it.
Sure, there are some asterisks — China actually looks messier after the great reopening proved a damp squib, the bond market still had some puke left to discharge, the stock market rally is mostly driven by the ‘magnificent seven’ and geopolitics continue to freak a lot of people out.
But it’s fair to say things have turned out a LOT better than most people would have predicted a year ago — most people, except Goldman. We do, in fact, gotta hand it to them.
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