Last week's worse-than-expected tariffs - if stuck to - likely mean some things more than others in the short term, according to Goldman Sachs macro trader, Bobby Molavi
1, Growth shock
2, Earnings shock
3, Margin shock
4, Business model shock
5, Geo-political shock
6, Supply chain, production and distribution shock
All of which resulted in a market shock…..and we’re still in the midst of that.
