Goldman Thinks This Is Pretty Simple: ‘More Growth, More Tariffs, More Fed Hikes’

It's rarely a good idea to accept the prevailing, "consensus" narrative as gospel because generally speaking, once something becomes the "consensus" view, it's outdated and prone to blowing up in relatively short order. That's an anecdotal assessment, but you get the idea. When everybody ends up on the same page, it's usually about time for that page to get turned and invariably, nobody is prepared for it. So it's probably a bit tenuous to just go ahead and accept as a foregone conclusion the