These Are The 7 Top Market Themes According To Goldman's Trading Desk

As Goldman trader Mike Washington writes, last week was filled with persisting post-election rotational pressure (Russell +4.3% vs SPX & NDX up +1.7%). From a flow perspective, Long Only and HFs finished +$6b and +$2.5b net buyers respectively.

Goldman's trading desk was most skewed to buy in Discretionary and Staples (+$2b each), followed by demand in Energy (+$1b) and Financials (+$1b) while Info Tech and Comm Services (-$2b) were most sold.