Allison Nathan of Goldman Sachs Research dives into macro developments that are top of mind for investors, executives and policymakers.
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Daunting Debt Limit Dynamics
With the “early June” deadline by which the US Treasury estimates it could run out of money to pay its bills if the US debt limit isn’t raised fast approaching, US debt limit dynamics are Top of Mind.
US-China: More Decoupling Ahead?
US-China tensions have been running high for a while, but the US’ downing of a suspected Chinese spy balloon earlier this year, increasingly hostile rhetoric between the two countries, and, most recently, President Biden’s plans to unveil further China investment curbs have again left these tensions—and their investment and industry implications—Top of Mind.
All about bank(panic)s
The recent banking turmoil in the US and Europe seems to have calmed, but whether this stress will resurge, and its implications for growth, monetary policy, and markets—let alone the banking industry itself—is Top of Mind.