While too many moving parts cloud the outlook for markets, some key themes are beginning to emerge.
The standoff has pushed Asian and European stocks lower.
Geopolitical concerns may weigh more heavily on portfolios than monetary policy.
Neither the Federal Reserve nor the European Central Bank will move further into hawkish territory, firm strategists said.
Strategists warned that sharp monetary tightening could have knock-on effects on economic activity, hurting stocks.
Strategist Michael Wilson is the latest bear to claim his forecasts were on the mark.
A slowing economy adds one more argument in favor of growth stocks, according to Goldman's team.
Strategists are asserting that a more hawkish Fed won't extinguish market growth.
The firm's analysts believe demand for bonds will drop as the Fed winds down stimulus.
The firm recommends cyclical exposure in European stocks, and advises foreign-exchange hedging.
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