Here Are Goldman's Top Trades for 2018
- Emerging markets take center stage in risk-asset strategy
- Commodity-linked currencies, euro bets are also preferred
Chadha Says Earnings Are Driving Rally
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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.