Goldman's Top Trades for 2018

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In 2018, Goldman Sachs Group Inc. is doubling down on the global economy.

“Late-cycle optimism” is the chief theme underpinning the bank’s seven top trade theses, as outlined in a note Thursday by Francesco Garzarelli, co-head of global macro and markets.

Goldman’s stance is far from “America First.” In risk assets, its strategists favor emerging markets; in foreign exchange, commodity-linked currencies and the euro are preferred.

By contrast, last year’s trade ideas were dominated by worries about the potential of newly elected U.S. President Donald Trump to disrupt global commerce.

https://www.bloomberg.com/news/arti...organic&utm_source=facebook&utm_medium=social
 
Clubber Lang said:
Do the opposite of what those scumbags say and you will be fine.
Biggest bunch of thieves in the world
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As a matter of fact, if you ended up tracking their calls and taking the opposite side you’d have an expectancy greater than 50%. It’s still gambling, but it’s as close to an edge as retail will get. Now that’s actually funny.
 
lovethetrade said:
In 2018, Goldman Sachs Group Inc. is doubling down on the global economy.

“Late-cycle optimism” is the chief theme underpinning the bank’s seven top trade theses, as outlined in a note Thursday by Francesco Garzarelli, co-head of global macro and markets.

Goldman’s stance is far from “America First.” In risk assets, its strategists favor emerging markets; in foreign exchange, commodity-linked currencies and the euro are preferred.

By contrast, last year’s trade ideas were dominated by worries about the potential of newly elected U.S. President Donald Trump to disrupt global commerce.

https://www.bloomberg.com/news/arti...organic&utm_source=facebook&utm_medium=social
More...
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Strange call; but its dated [ or back dated??] NOV 17 2017. LOL
EEM did well/liquid, in 2017. BUT foreign first LOL. Maybe they did not even mean EEM?? The PE was lower in 2017, so you may see WSJ promote that, 2018 LOL?? BUT lower PE= lower price, lower earnings, some sell that LOL.Who knows, with David Solomon in there ,could see a change-not a prediction.:cool:
 
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