"It's Going To Be A Highly Kinetic Couple Of Months" Goldman's Head Of Hedge Funds Warns

It’s hard not to be a little melancholy when the summer ends, but Goldman Sachs head of hedge fund coverage, Tony Pasquariello, reckons it’s going to be a highly kinetic couple of months. 

Notable flash points: the AI debate is heating back up ... so, too, is the debate around Fed policy and personnel ... there’s significant uncertainty around the true state of the labor market and the US consumer ... market technicals and the seasonal winds are shifting ... and the capital markets should be very, very busy.