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1、16November2017
2、2:28PMGMTGlobalViewpointTopTradeRecommendationsfor2018FrancescoGarzarelli+44(20)7774-5078
3、francesco.garzarelli@gs.comGoldmanSachsInternationalCharlesP.HimmelbergSeeallouryear-aheadforecastsinoneplace.Visitthepage.+1(917)343-3218
4、charle
5、s.himmelberg@gs.comGoldmanSachs&Co.LLCWepresentthefirstsevenofourrecommendedTopTradesfor2018.ThesetradesSilviaArdagnarepresentsomeofthehighestconvictionmarketexpressionsoftheeconomic+44(20)7051-0584
6、silvia.ardagna@gs.comoutlookwelaidoutinthelatestGlob
7、alEconomicsAnalystandtherelatedGoldmanSachsInternationalinvestmentthemeswediscussedinourGlobalMarketsAnalyst.KennethHo+852-2978-7468
8、kenneth.ho@gs.comGoldmanSachs(Asia)L.L.C.TopTrade#1:PositionformoreFedhikesandarebuildoftermpremiumbyLotfiKarouishorti
9、ng10-yearUSTreasuries.+1(917)343-1548
10、lotfi.karoui@gs.comGoldmanSachs&Co.LLCTopTrade#2:GolongEUR/JPYforcontinuedrotationaroundaflatDollar.CaesarMaasry+1(212)902-8763
11、caesar.maasry@gs.comGoldmanSachs&Co.LLCTopTrade#3:GolongtheEMgrowthcycleviatheMSCIEMst
12、ockmarketChristianMueller-Glissmann,index.CFA+44(20)7774-1714
13、christian.mueller-glissmann@gs.comTopTrade#4:GolonginflationriskpremiumintheEuroareaviaEUR5-yearGoldmanSachsInternational5-yearforwardinflation.ZachPandl+1(212)902-5699
14、zach.pandl@gs.comGold
15、manSachs&Co.LLCTopTrade#5:Positionfor‘earlyvs.late’cycleinEMvstheUSbygoinglongtheKamakshyaTrivediEMBIGlobalIndexagainstshorttheUSHighYieldiBoxxIndex.+44(20)7051-4005
16、kamakshya.trivedi@gs.comGoldmanSachsInternationalFortheexclusiveuseofJIANGSHEN.CHUAH
17、@GS.COMTopTrade#6:OwndiversifedAsiangrowth,andthehedgeinterestrateriskviaDannySuwanaprutiFXrelativevalue(LongINR,IDR,KRWvs.shortSGDandJPY).+65-6889-1987
18、danny.suwanapruti@gs.comGoldmanSachs(Singapore)PteTopTrade#7:Golongtheglobalgrowthandnon-oilcommo
19、ditybetathroughlongBRL,CLP,PENvs.shortUSD.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.ForRegACcertificationandotherimportantdisclosures,seetheDisclosureAppendix,orgotowww.gs.com/research/hedge.html.GoldmanSachsG
