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by Tyler Durden Sunday, Apr 11, 2021 - 08:10 PM Summarizing investor sentiment in his Weekly Kickstart note, Goldman s David Kostin writes that three macro issues dominated investor discussions about the US equity market since the start of the year: rates, inflation, and taxes. Not surprisingly, interest rates have been the most important of these topics. In a rising interest rate environment, short duration outperforms long duration in both fixed income and equities and sure enough, of all Goldman thematic baskets, duration has been the best long-short trade, posting a +25% return since the start of 2021 A sector-neutral portfolio of short duration stocks (GSTHSDUR) has climbed by +24% YTD compared with a -1% return for a long duration portfolio (GSTHLDUR). As Exhibit 1 shows, duration has been a major contributor to alpha generation.

United statesGoldman david kostinMichael wilsonWeekly kickstartDavid kostinDie againSome market thoughts fromMorgan stanleyPrices paidProducer price indexNorth americanஒன்றுபட்டது மாநிலங்களில்கோல்ட்மேன் டேவிட் கோஸ்டின்மைக்கேல் வில்சன்வாராந்திர கிக்‌ஸ்டார்ட்டேவிட் கோஸ்டின்