Thread by @RobinWigg

Since I know that what everyone *really* wants right now is the take of financial analysts, I’m going to share some of the first notes to hit my inbox. First up is Goldman Sachs, which thinks Biden will still get a $1tn stimulus package despite GOP-controlled Senate.

Here’s Oxford Economics, which warns that Biden is inheriting a “frail” economy.

SEB also thinks a $1tn stimulus package is coming, but expects the biggest change to be on the international arena.

Regarding the point that the US economy still needs a fiscal jolt, here is a good chart from Apollo’s Torsten Sløk, showing how the jobs recovering is still incomplete and slowing.

Here is Invesco’s “Five forces that could propel markets during a Biden presidency”. blog.invesco.us.com/five-forces-th…