These Are The Factors Goldman's Top Macro Trader Is Watching

Authored by Bobby Molavi, Goldman Sachs Managing Director, Macro Trader,

As we approach holiday season (in Europe at least)... the markets are offering no respite. 

The last few weeks have seen a US resurgence and a reduction of the ROW out-performance vs the S&P/Nasdaq... that began to falter last week (or at least bifurcate – German smid up/UK down).