European issues dominated client conversations last week, according to the recent US Weekly Kickstart report from Goldman Sachs, and they will have an impact on US stocks. ECB’s bond purchases in discussion among hedge fund managers Sovereignty issues, from Russia’s invasion of Ukraine, to ECB bond purchases to the upcoming Scottish independence vote on September 18, all became issues of discussion among hedge fund managers. The Goldman Sachs report says that the ECB “surprised markets” by cutting rates and announcing an asset backed purchase program, but as reported in ValueWalk, other firms, including Barclays Bank, had anticipated the move. After the…
Goldman Says US Small Caps To Flourish Amid ECB, Euro Moves
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.