The piece from Goldman Sachs is summarised at Zero Hedge, worth checking out.
- I’m starting to worry more about the accumulation of downside risks to growth, which again I admit is more of an instinct than anything more sophisticated. in this regard, I think we should all be keeping a close eye on the funding markets -- and, perhaps more importantly, the corporate credit markets -- for signs that something more significant is manifesting.
The full piece from GS is gated but the summary post at ZH is here
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Also from GS is this on their geo-pol risk index:
