Just in case you've been spending sleepless nights waiting for Goldman Sachs top trade recommendations for 2016 ....
- Coming in at number 1 .... Long USD, short euro and yen. This one is all about divergence in central bank monetary policy ... i.e. Fed hiking, ECB & BOJ easing further
- Long US 10-year 'Breakeven' Inflation
- Long MXN and RUB (equally-weighted) versus short ZAR and CLP (equally-weighted)
- Long EM 'External Demand' vs. Banks stocks:
- Tighter Spread between Italy and Germany Long Rates
- Long large-cap US Banks relative to the S&P500
Reuters have more, and also BI
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I posted on the top 2016 ideas from CS earlier (there are some great ideas in the comments to that post). I expect we'll get more of these lists.
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Anyone with top trades for the coming year, comments welcome!
