Goldman's State of the Markets report

Discussion in 'Wall St. News' started by Chuck Krug, Sep 7, 2011.

  1. Goldman's State of the Markets report
    In summary, Goldman proposed key trades for Europe are:

    Buy 5Y Protection on iTraxx Series 9 9-100% Tranche
    Buy 6 Month EURCHF One-Touch Put Option
    While on China Goldman recommends its best clients to the following:

    Buy a Short Equity Total Return Swap on Chinese Banks
    Buy a USD put CNY Call Option
    Buy Short-Dated CNH Bonds (Dim Sum Bonds)
    Buy AUDUSD Put Spreads or Receiver Swaptions on AUD Swap Rates
    Buy Copper Put Option spread
    Full report below: