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Goldman: A 'Dramatic Divergence' Is Coming To Stocks And Bonds
David Kostin and the U.S. equities team at Goldman Sachs are out with a big call on stocks and bonds in the coming years: "dramatic divergence." Factoring in the impact of the Fed raising interest rates — which Goldman's economics team expects to happen in the third quarter of 2015 — Kostin and his team expect the real return for stocks to be 4% annualized while bonds will return -1% annualized over the "next several years." Kostin writes: "We forecast a dramatic divergence between potential stock and bond returns during the next several years. We assume a neutral fed funds rate will be reached in 2018 and ... (full story)
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