CoinVoice has learned that, according to Jinshi, Alexandra Ellison, Co-Head of Global Multi-Asset Solutions at Goldman Sachs Asset Management, stated that the CPI data released today is a hard data point worth welcoming. However, as the market increasingly focuses on the risk to the Federal Reserve's independence, inflation data may shift from a primary market trigger to a background constraint. Goldman Sachs still leans towards going long on risk assets, avoiding chasing short-term news hotspots, and instead focusing on themes with sustainability and tradability.
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CoinVoice has learned that, according to Jinshi, Alexandra Ellison, Co-Head of Global Multi-Asset Solutions at Goldman Sachs Asset Management, stated that the CPI data released today is a hard data point worth welcoming. However, as the market increasingly focuses on the risk to the Federal Reserve's independence, inflation data may shift from a primary market trigger to a background constraint. Goldman Sachs still leans towards going long on risk assets, avoiding chasing short-term news hotspots, and instead focusing on themes with sustainability and tradability.