From 'Headline Fatigue' To 'Hope': Goldman Strategists Tilt "Cautiously Optimistic'

As the market oscillates between hope and fatigue, Goldman Sachs Strategist, Natasha Tiwana, tilts cautiously optimistic given a cleaner technical backdrop.

Goldman's Prime Book data suggests more short-covering activity this week than long-selling, but elevated cross-asset vol is preventing meaningful net length.

The market may be mispricing the distribution of policy rates