PremiumAmid Macro Uncertainty & Sloppy Seasonals, Goldman's Flow Gurus See Positioning Set For Markets To Move Lower
Investors have taken down US equity exposure across segments and sectors, according to Goldman Sachs flows gurus latest note, while volatility has repriced lower on the index and single stock level.
Gail Hafif, Brian Garrett, and Lee Coppersmith note that with macro uncertainty hanging in the air, positioning indicates investors are angling for an event that moves markets lower...