Goldman Sachs mener, at den enorme stigning i den amerikanske opsparing under coronakrisen giver et stærkt kurspotentiale, fordi opsparingen i sig selv kan stimulere genopretningen, når forbrugerne slipper pengene.
Pent-Up Savings
With more businesses reopening and new stimulus checks from the Biden administration’s $1.9 Tn stimulus bill potentially hitting before month end, we believe pent-up demand and savings may further fuel the economic recovery.
Source: US Bureau of Economic Analysis and GSAM. As of January 31, 2021.
