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Supply, Supply, Supply; Goldman One-Delta Desk Sees Dominant Narrative Shift From AI To Rates
...the recent ingredients added have made the whole setup materially more volatile and explosive...
Raccontata da
zerohedge.com
Timeline cronologica
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"We Like Shorting": Goldman Derivs Desk Sees Cracks In Meltup Trading Dynamic
The most prominent trading dynamic has been SWFs and Asset Mangers getting stopped into this tape as buyers in everything AI over the past few weeks
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Shortages & Beyond: Top Goldman Strategist Continues To 'Advocate For Meaningful Hedges Of Downside Tails'
...also argue for pairing constructive risk positions with long volatility exposure to protect against those reassessments and market reversals...
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Renewed Iran Headline Roulette Triggers Market Mayhem: AI Angst, Momo Meltdown, Bitcoin Battered
...peace-on, peace-off, peace-on; risk-on, risk-off, risk-on... piss off!
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Supply, Supply, Supply; Goldman One-Delta Desk Sees Dominant Narrative Shift From AI To Rates
...the recent ingredients added have made the whole setup materially more volatile and explosive...