目前高盛预计美联储将在12月宣布将在2022年初开始缩减购债规模，并在2023年下半年开始加息。
从历史角度，美国股市在低通胀的市场环境下通常表现较好。自1960年以来，标准普尔500指数在低通胀时期的年均实际回报率中值为15%，而在高通胀时期仅为9%。而在高通胀时期，股票在通胀下降（15%）的情况下比在通胀上升（2%）的情况下表现更好。
在细分板块上，高盛认为高通胀将提振具有较高定价权的股票的相对表现。医疗保健、能源、房地产和消费品等板块将跑赢大盘。
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