GOLDMAN: America's biggest companies are obsessed with these 3 themes right now
Shannon Stapleton/Reuters
After combing through earnings calls, three big themes stood out to David Kostin, Goldman Sachs' chief US equity strategist: economic growth, regulation, and wage growth.
The first two of these themes largely tie to the economic agenda of President Donald Trump's administration.
But mentions of one theme suddenly dimmed on the radar compared to the peak of election season in the fourth quarter: Trump himself.
Goldman published its quarterly S&P 500 Beige Book on Thursday, borrowing the concept from the Federal Reserve's similar release of anecdotes on the economy.
Here's a sampling of quotes on these three themes:
- People intolerant of other religions are more likely to reject science, study asserts
- 7 reasons why cucumber can be your summer weight loss friend
- 8 refreshing kulfis you must try this summer
- Adani Enterprises Q4 net falls 37%; incubating businesses show strong momentum
- India, New Zealand hold Joint Trade Committee meeting to deepen relations