Landlords Win, Middlemen Lose, & The Fed Can't Look Through Anything: Goldman's Top 10 Charts
It has been a week where everything happened at once.
A Democratic sweep turned data centers into a political liability, Nvidia lost the only CEO it has ever had, oil slumped even as Trump doubled down on the Iran blockade, and a hotter than expected CPI - the third bad inflation print in a row - had traders boosting bets on a 50bp hike in December. So it's only fitting that Goldman's Jonathon Chryssafis titled his latest cross-asset roundup "10 Charts We're Talking About" (available to pro subs), because nobody on any desk is talking about anything else.
