By Mark Wilson, Goldman partner and managing director
I wrote a note over the weekend discussing the post-Election news overload, the market’s impressive resilience to headline ping pong (be it DeepSeek or tariffs – even as we become comfortable with the notion that tariff action won’t be “one-and-done”, but instead a rolling policy tool), the much better-than-expected Q4 results season, the intense investor interest last week in possible ways to position for a pause in the Russia/Ukraine conflict, and why Lagarde/Von der Leyen’s blog is crucial reading as Germany prepares to head to the polls in a hugely important election next Sunday.
However, I left that on the cutting room floor
