The 2 day first week of Jan behind us... then the week of saying happy new year behind us... Goldman Sachs macro trader Bobby Molavi notes that, we now find ourselves truly back to school and getting into the swing of things.
It has already been a choppy start to 2025.
A lot of the ‘euphoria’ and animal spirits that came with the Trump victory, the Bessent announcement and a broader view of risk on backstopped by de-regulation, efficiency, Ai and US supremacy now faltering (if only a touch).
