"This Is A Green Sweep" - Goldman Flows Guru Sees Short-Term Rally Post-CPI

"I have been pinged more times this morning post-CPI than I can remember. "

Here are the client themes that Goldman's flow of funds guru, Scott Rubner, is hearing : 

a. Large current equity short base

b. Elevated systematic fixed income short 

c. Short equity index gamma

d. Decline in sentiment and leverage

e. Corporate blackout window ends next week

f. Favorable 2H Seasonals