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In our view, 2018 is unfolding much like a performer walking a tightrope. Risk is considerable, but manageable, and best addressed by balance, agility, and focus.
Quarterly earnings season kicks into high gear this week, with nearly 80% of S&P 500 Index constituents due to report over the next three weeks.
Source: FactSet, Goldman Sachs Global Investment Research, and GSAM.
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