"3 Months Left... You Have To Buy Junk!" - Top Goldman Trader Sees FOMO Trumping Everything

VIX crush. MOMO ok. Move on. Trump/Xi. Atlanta Fed at 3.3%. No more forward guidance.

That is how top Goldman macro trader Paolo Schiavone starts his latest (post-Fed) note to clients, highlighting the fact that FOMO may trump everything else as the rest of the year plays out...

1. Liquidity and lower real rates: