'Least Bullish Since 2022' - Goldman Trader Breaks Down What's Crowded, And What's Not
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Following a survey was conducted between Tuesday 4mar and Thursday 6mar, Goldman Sachs trader Brian Garrett breaks down overall sentiment and positioning in his latest note.
The fact that “wider credit” received a >50% response is the most important thing to me here... credit markets have been extremely stable through almost all pockets of volatility... last week CDX IG and HY CDX both started to move (though small relative to the move in VIX)