高盛集团指出,以下十大主题代表着一系列的宏观经济前景,且这些主题将在2014年的市场上占据主导地位。1.美国和其他发达国家的经济复苏我们对2013年经济前景的预期是,美国私人部门复苏,但是将受到财政紧缩拖累。随着我们进入2014年,财政紧缩将减轻,因此我们预计情况将发生改变,受私人消费和 Goldman Sachs noted that the following ten themes represent a range of macroeconomic outlooks and that these themes will dominate the market in 2014. 1. Economic Recovery in the United States and Other Developed Countries Our forecast for the economic outlook for 2013 is that the U.S. private sector is recovering but will be dragged down by fiscal austerity. As we move into 2014, fiscal austerity will ease, so we expect the situation to change, driven by private consumption and