FYI: Goldman Sachs’ economics research team on Wednesday published a detailed, forward-looking report on the key big-picture themes investors will wrestle with in the new year.
Dominic Wilson and his team walk through the broader economy, why high valuations don’t mean U.S. stocks due for a sharp fall, why oil could still be on the way down.
At the end of 2015, Goldman sees the S&P 500 at 2100; the 10-year Treasury at 3% and gold at $1,050 an ounce.
Here are the 10 themes broken down into digestible bites and excerpts
Regards,
Ted
http://blogs.barrons.com/focusonfunds/2014/11/19/goldman-sachs-top-10-market-themes-for-2015/tab/print/
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