Free Trial

Goldman Sachs have revealed...>

GLOBAL MARKET/OPINION
GLOBAL MARKET/OPINION: Goldman Sachs have revealed their top trade
recommendations for 2018.
* Top Trade #1: Position for more Fed hikes and a rebuild of term premium by
shorting 10-year US Treasuries.
* Top Trade #2: Go long EUR/JPY for continued rotation around a flat Dollar.
* Top Trade #3: Go long the EM growth cycle via the MSCI EM stock market index.
* Top Trade #4: Go long inflation risk premium in the Euro area via EUR 5-year
5-year forward inflation.
* Top Trade #5: Position for 'early vs. late' cycle in EM vs the US by going
long the EMBI Global Index against short the US High Yield iBoxx Index.
* Top Trade #6: Own diversified Asian growth, and the hedge interest rate risk
via FX relative value (Long INR, IDR, KRW vs. short SGD and JPY).
* Top Trade #7: Go long the global growth and non-oil commodity beta through
long BRL, CLP, PEN vs. short USD.

To read the full story

Close

Why MNI

MNI is the leading provider

of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.

Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.