'The Tactical Set-Up Is Getting Trickier', Goldman Hedge Fund Honcho Warns

Despite a lighter dose of traditional micro and macro data points, market participants chopped plenty of wood this week.

Along the way, Goldman Sachs head of hedge fund coverage, Tony Pasquariello, saw a handful of key themes stood out:

i. the local interplay between geopolitics and the financial markets remains very intense (simply witness price action in global defense stocks).