Episode 52: After the Trump Trade - The Future of Financials
12 DEC 2016
12 DEC 2016 - Investors have flocked to financials since Donald Trump’s election in expectation of a steepening yield curve and regulatory reform boosting bank bottom lines. Richard Ramsden, business unit leader of the Financials Group in Goldman Sachs Research, explains how tightening monetary policy, higher inflation and a potential infrastructure spend could be even more important for the trajectory of the US financial industry.
This podcast was recorded on December 8, 2016.
All price references and market forecasts correspond to the date of this recording.
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