Goldman's Golden Message: Time to Short the Shiny Stuff [View article]
gfginvestments,
I'll counter your argument with this, if you feel the economy will slow, the Federal Reserve will try to stimulate the economy by continuing to cut rates. We have high inflation now, cutting interest rates won't help that.
Also, at some point people won't want to buy our low-yielding debt and will want to invest in other assets. We're seeing this already.
How Much Liquidity is Enough? [View article]
Goldman's Golden Message: Time to Short the Shiny Stuff [View article]
I'll counter your argument with this, if you feel the economy will slow, the Federal Reserve will try to stimulate the economy by continuing to cut rates. We have high inflation now, cutting interest rates won't help that.
Also, at some point people won't want to buy our low-yielding debt and will want to invest in other assets. We're seeing this already.
Goldman's Golden Message: Time to Short the Shiny Stuff [View article]
As for Goldman, I'm pretty sure they will hedge their bets so they come out looking good no matter what.