Premium"It's Not Like We Didn't Know It Was Coming...": Goldman Partner On What's Changed This Week
"Its not like we didn’t know it was coming," says Goldman Sachs Partner, Mark Wilson, to start his 'weekly mash', but after a record breaking run, the last two weeks have seen rather extreme moves in ‘Momentum’ and in AI-favorites.
Importantly for the broader market backdrop, Wilson says this was very well contained – so much so that the micro turmoil is barely visible at the index level.