'How Sustainable Is This Strength' - Goldman Trader Reflects On A Historic Q1

Q1 is in the books, and global equities were the best arrow in the macro quiver, according to Goldman Sachs head of hedge fund coverage, Tony Pasquariello, with the start of 2024 seeing an extension of the core trends from last year:

• Japan was the high velocity winner...

• the US performed very well...

• Europe was commendably strong...

• and China lagged.