Pricing In ‘Recession Fear’ – Goldman Says It’s Harder To Find New Macro Tailwinds Goldman Sachs’ view in recent months has been that the market could probably continue to climb the “wall of worry”. However, their baseline forecast is still quite benign – with growth recovering in 2026 and the Fed pushing the policy rate steadily lower in the coming months. There are pockets of frothiness across assets and the spot VIX is close to the lowest levels of the year. But, as Goldman’s Dominic Wilson highlights below, 3-month VIX futures remain above 20 and the high spread to spot… — Continue at ZeroHedge News : Read More
