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”
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