The current market set-up continues to reward carry.
Realized vol is low, and macro data is producing limited reaction.
Goldman Macro Trader Paolo Schiavone warns that there is a low level of fear going into the CPI print.
The current market set-up continues to reward carry.
Realized vol is low, and macro data is producing limited reaction.
Goldman Macro Trader Paolo Schiavone warns that there is a low level of fear going into the CPI print.