After an unprecedented roller coaster in the first two weeks of April following Trump's Liberation Day proclamation, things quieted down noticeably in the last, holiday-shortened week.
Taking a look at how the week transpired from the perspective of Goldman's trading desk (as described in the bank's must read Weekly Rundown Note) we find that from a flow perspective, Long Onlies have continued selling and finished -$5b net sellers, while Hedge Funds were balanced.
