It's "Going To Be A Wild Ride" Under Trump; Goldman Macro Trader On What To Expect Next

Risk off... risk on...

Goldman Sachs macro trader Bobby Molavi points out that it has been a year of 4 seasons already …to borrow a summary from Pete Callahan:

“Week 1 = Rates / Hard landing (hot NFP)

Week 2 (last week) = Goldilocks vibes (bank earnings + CPI)

Week 3 (this week) = Trump’s inauguration / policy watch

Week 4 (next week) = will be Big Tech earnings”