Former Goldman Sachs Macro, Cross Asset & Mortgages chief strategists say US recession fears are overstated.
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Introduction (0:00)
Presentation (0:52)
US labor market and immigration (2:46)
US housing market (8:49)
Excess savings and home equity (12:47)
Household wealth supporters higher consumption (20:26)
Freddie program HELCO (23:43)
Summary view (26:32)
S&P 500 vs Consumer discretionary trade (27:04)
Question: What about the recent weakness in payrolls numbers? (29:05)
Question: What are clients asking about? (31:37)
Question: Any trade recommendations on the US election outcome? (34:10)