'Market Is Too Darn Hawkish': Goldman's Top Strategist Lays Out The Cross-Asset Paths Ahead

Uncertainty over the potential paths from the war in Iran remains high.

The following note, from Goldman Sachs top strategist, Dominic Wilson, attempts to answer some of the most frequently-asked questions using Goldman's cross-asset frameworks, conscious that the answers could change quickly in a fluid environment...

1. Has the market reflected the broad fundamental shifts you would expect across assets?