“A Massive Broadening Trade”
The Markets
How Bonds Transmit to Equities
Rich outlines how bond sell-offs tighten financial conditions, hurt growth and earnings, and spill volatility into equities.
Concerns over US tariffs and Japanese fiscal policy are inserting fresh volatility into markets. So how are investors positioning – and where are the best opportunities in global equities now? Rich Privorotsky, head of European One Delta trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on January 22, 2026.
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