Growth shocks, not just inflation, to be a primary driver of markets

As inflation fears recede, growth shocks could become a greater driver of market volatility. Kamakshya Trivedi, head of global foreign exchange, interest rates, and emerging market strategy research at Goldman Sachs Research, explains what this "transition phase" means for investors' portfolios.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Om Podcasten

Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.