After One Of The Largest Deleveraging Events Ever; Goldman Sees Week Ahead As 'Crucial' For Rates Market

Energy prices are the dictator of all macro asset prices right now, but as Goldman macro traders Rikin Shah and Cosimo Codacci-Pisanelli, the big questions remain: which assets have now overshot the oil move and how have cross-asset class correlations changed (and will they remain) after one of the largest rates market deleveraging events in recent history.

ENERGY ASYMMETRY IS STILL TO THE UPSIDE...