'Be Long The Makers & Short The Takers': Goldman's Delta-One Desk-Head Warns "Pace Of Change Is Astounding"

Markets remain heavy (in the US) but Asia remaining firm and the structural winner in this global reallocation.

Japan and Korea are emerging particularly strong with Goldman's Delta-One desk-head, Rich Privorotsky, suggesting the thematic remains clear: be long the makers and short the takers.