A Bloomberg chart showing that a basket of assets that benefited from stagflation created by Goldman Sachs began markedly outperforming the S&P500.
2 Bloomberg: #GoldmanSachs is pushing a basket that bets on strength in #commodities (inflation beneficiaries) and #defensivesectors like #healthcare (which should outperform in a weak #economy). At the same time, it’s short #consumer-discretionary, #semiconductors and unprofitable #tech #stocks 🧵
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