New market commentary from Goldman Sachs offers perspectives on markets and the economic environment from GSAM Strategic Advisor Solutions. In 2018, growth above trend but at a moderate pace, monetary tightening as one of the causes of moderating growth, and a meandering path to new peaks in equity markets are reviewed as three macro growth themes. The report also offers outlooks for inflation, fiscal and monetary policy, and markets, focusing on volatility, equity market returns, rates, and foreign exchange.

Goldman Sachs: Market Pulse – March 2018