Top Goldman Traders Ask (And Answer) The Big Questions Of 2026

The full first week of 2026 was a solid one, according to Goldman Sachs head of hedge fund coverage, Tony Pasquariello, as the market made higher highs, breadth was healthy and the momentum factor performed well (despite the tech space notably underperforming).

Global defense stocks are off to a blistering start. witness YTD returns in the US (GSXUDFNS +13%), Europe (GSSBDEFE +21%) or the ongoing eye-popper in Korea (GSXAKDEF +27%).