'All Greed, No Fear': Goldman Partner Sees "Rare Period' Where Equity Markets Are Driving The Macro

There's always good information value in where attention is being directed, says Goldman Sachs Partner, Mark Wilson, sometimes best recognized with hindsight – but its always there.

In his must-read 'weekly mash' (available here for pro subs), the top Goldman trader says that in recent weeks (like many others we suspect) Wilson says he has gone from checking Middle East headlines first thing each morning – to checking SK Hynix stock price first thing...