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Inflection Time?

The King Of Fedsailles

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

Business July 14, 2025

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).

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via July 14th 2025

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