Goldman's State of the Markets report
In summary, Goldman proposed key trades for Europe are:
Buy 5Y Protection on iTraxx Series 9 9-100% Tranche
Buy 6 Month EURCHF One-Touch Put Option
While on China Goldman recommends its best clients to the following:
Buy a Short Equity Total Return Swap on Chinese Banks
Buy a USD put CNY Call Option
Buy Short-Dated CNH Bonds (Dim Sum Bonds)
Buy AUDUSD Put Spreads or Receiver Swaptions on AUD Swap Rates
Buy Copper Put Option spread
Full report below:
http://www.zerohedge.com/news/here-it-presenting-goldmans-end-europe-report
In summary, Goldman proposed key trades for Europe are:
Buy 5Y Protection on iTraxx Series 9 9-100% Tranche
Buy 6 Month EURCHF One-Touch Put Option
While on China Goldman recommends its best clients to the following:
Buy a Short Equity Total Return Swap on Chinese Banks
Buy a USD put CNY Call Option
Buy Short-Dated CNH Bonds (Dim Sum Bonds)
Buy AUDUSD Put Spreads or Receiver Swaptions on AUD Swap Rates
Buy Copper Put Option spread
Full report below:
http://www.zerohedge.com/news/here-it-presenting-goldmans-end-europe-report