Goldman sachs market outlook

In this week’s podcast Guy Foster, Head of Research, is joined by James Ashley of Goldman Sachs to discuss the market outlook. James discusses how he sees the prospects for the market after the bounce they have had. He discusses the stimulus which has come from policymakers and the implications it might have for the future. Are central banks more explicitly funding governments and companies? Can bond yields stay at record lows as they anticipate a deluge of issuance. More broadly how are relations with China, which have been a thorn in the market’s side for the last two years, likely to develop? And, looking ahead to November’s US election, what result would upset the market the most? Higher taxes or continued, erratic, policymaking?