Episode Details
| Title | What investors expect from Trump |
|---|---|
| Date | 12/9/2024 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $TREASURIES - Goldman Sachs views market pricing as too hawkish compared to their Fed forecast, suggesting potential opportunity in Treasuries.
- “I am comfortable with the message from our Fed forecast relative to market pricing that market pricing looks a little bit too hawkish.” - David (14:43)
- 🟢 $MFG - 🔒
- 🟢 $AUTO - 🔒
- 🟢 $INFLATION - 🔒
Bearish:
- 🔻 $IMPORTERS - 🔒