'Chess Or Checkers': Goldman Macro Trader Warns Amid Shock, "We're In A Hope-Trading" Market

Last week's worse-than-expected tariffs - if stuck to - likely mean some things more than others in the short term, according to Goldman Sachs macro trader, Bobby Molavi

1, Growth shock

2, Earnings shock

3, Margin shock

4, Business model shock

5, Geo-political shock

6, Supply chain, production and distribution shock

Flows.