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MNI: Goldman Sachs' Top Trades For 2019: - Long......>

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MNI: Goldman Sachs' Top Trades For 2019:
- Long 5-Year U.S. inflation swaps - Enter 2s30s US Tsy flattener
- Long agency MBS vs. IG credit
- Short IG idiosyncratic risk funded with AAA CMBX
- Long AUD & NZD vs. EUR
- Long CLP funded out of CNY
- Long S&P GSCI Industrial Metals Index - Long MSCI EM hedged with MSCI EAFE
- Receive basket of high-yielders 5-Yr swaps (ZAR, MXN, COP) vs. 10-Yr swaps in
low-yielders (PLN, HUF, THB, KRW)
- Long IDR 10-Year bonds
- Short KRW vs top-6 currencies in GS trade-weighted basket
- Pay 2y1y SONIA versus receive 2y1y EONIA
- Short EUR/SEK
- Short USD/CAD 
- Long PHP vs. top-7 currencies in GS trade-weighted basket
- Long SGD/THB
MNI London Bureau | +44 0203-865-3809 | anthony.barton@marketnews.com
MNI London Bureau | +44 0203-865-3809 | anthony.barton@marketnews.com

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