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cover of episode Markets Update: Inflation and Equities

Markets Update: Inflation and Equities

2021/2/19
logo of podcast Goldman Sachs Exchanges

Goldman Sachs Exchanges

Shownotes Transcript

Peter Oppenheimer, Goldman Sachs’ chief global equity strategist and head of Macro Research in Europe, talks about why the changing mix of policy support in this cycle suggests a possible inflection point towards a more reflationary environment.