We present the first six of our recommended Top Trades for 2016. These trades represent some of the highest conviction market expressions of the economic outlook we laid out in the inaugural issue of the Global Economics Analyst and the related investment themes we discussed in our Global Markets Analyst.
Top Trade #1: Long USD vs short EUR and JPY Top Trade #2: Long US 10-year Breakeven Inflation Top Trade #3: Long MXN and RUB (equally-weighted) versus short ZAR and CLP (equally-weighted). Top Trade #4: Long EM External Demand vs. Banks stocks Top Trade #5: Tighter Spread between Italy and Germany Long Rates Top Trade #6: Long large-cap US Banks relative to the S&P500 |