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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
From the original
Our series of year-ahead conversations continue with a look at performance expectations and themes in focus for the US healthcare sector in 2025. We also spend time reviewing sub-sector preferences, along with reflect on sector performance over the past year. Featured is Eric Pot
The desk views a significant shift in the healthcare landscape as a driver of sector performance, emphasizing consumers' growing influence amidst evolving business models. Per the full note from Goldman Sachs, the healthcare sector's trajectory is now closely linked to policy risks, especially regarding drug pricing. The implications of this are profound for both investment strategies and the broader economic outlook, particularly as health services migrate towards more consumer-centric models. As such, traders should be vigilant about how these changes shape investor sentiment in related currency pairs and risk assets.
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