Premium'Cash Is King, But Where Is He Hiding?': Goldman's Basket Desk Builds An AI Barbell As Momentum Breaks Down
The post-election relief rally lasted less than a day.
That is the verdict from Goldman's custom baskets desk, where Louis Miller's team wrapped up the most chaotic week of the year (Jensen out, CPI hot, the 2Y torched) in its latest Global Reflections note (available to pro subs):