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Goldman Sachs - stay invested, but Goldilocks scenario may expire soon

Strategist at Goldman Sachs believe 2018 could be another year of good, albeit flatter returns, but warn that "Goldilocks" conditions may have an expiration date soon.

The team says continued central bank tightening and a gradual pick-up in inflation could push bond yields and that could become a larger drag on returns compared to 2017.

China: Trade conflicts returned - OCBC

The US recently rejected China’s bid for “market economy status” again as the Trump administration only announced the decision last Thursday even thou
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Global Trade: Trading places – Deutsche Bank

Oliver Harvey, Macro Strategist at Deutsche Bank, explains that one theme this year has been the pick up in global trade, with the export cycle recove
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