Photo: Bloomberg Television
Top Goldman strategist Abby Joseph Cohen has another fantastic overview of the state of the economy and markets.Goldman has kindly given us permission to run the entire thing.
In it, Cohen goes over a few interesting themes:
- The declining burden of household debt.
- The state of the construction industry.
- The ongoing boom in tech/IT.
- The ongoing employment crisis.
- The role of emerging markets in global growth.
- Wage stagnation.
- The patterns of the S&P.