PremiumIn what was a relatively quiet week by 2026 standards, one of Goldman Sachs' top traders reports that re-risking continued while equity volatility reset sharply lower.Flows guru, Lee Coppersmith, says the dominant theme remains the collapse in single-stock implied volatility - and the resulting pain in dispersion - as hedge funds pile back into equities, Korea snaps its longest losing streak since 2008 with a 13% surge and plunging vol, and gold re-enters the conversation.
"This Feels Different": Goldman Flows Guru Spots Something Changing Under The Market's Surface
...after the speed of the volatility reset, expressions are changing... better case for owning cheap index protection alongside added equity exposure.
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