New York
IN 2018, Goldman Sachs Group Inc will be 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 on Thursday by Francesco Garzarelli, co-head of global macro and markets.
Goldman's stance is far from "America First". In risk assets, its strategists favour 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 US President Donald Trump to disrupt global commerce.
Here are the Goldman team's seven highest-conviction calls for 2018:
Fed feed
For the first time since...
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