Episode Details
| Title | Fiscal Focus |
|---|---|
| Date | 12/2/1019 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $EUROSTIMULUS - Fiscal stimulus in Europe could significantly boost growth due to large fiscal multipliers and lack of monetary policy offset.
- “I think in Europe, it could boost growth quite a bit. Fiscal multipliers, I think, are going to be relatively large because there's unlikely to be a monetary policy offset.” - Jan (11:44)
- 🟢 $TAXCUTS - 🔒
- 🟢 $PUBLICINVEST - 🔒
- 🟢 $EUROFISCAL - 🔒
- 🟢 $GREENINVEST - 🔒
Bearish:
- 🔻 $PRIVATECREDIT - 🔒
- 🔻 $LONGTERMBONDS - 🔒