By Borislav Vladimirov, Goldman Sachs trader and portfolio manager
A US recession is a key regime differentiating point with meaningful impact on US and global financial assets and tactical asset allocation. What is priced in?
1y ahead SOFR: 39.4%
By Borislav Vladimirov, Goldman Sachs trader and portfolio manager
A US recession is a key regime differentiating point with meaningful impact on US and global financial assets and tactical asset allocation. What is priced in?
1y ahead SOFR: 39.4%