Goldman Sachs Top 2015 Trades

We release the first eight of our recommended Top Trades for 2015. These
trades represent some of the highest conviction market articulations of the
economic outlook and investment themes we laid out in two separate
research notes published yesterday.

  • Top Trade #1: EUR/$ downside via a one-year EUR/$ put spread.

  • Top Trade #2: 10-year US Treasuries above 3% but not below 2% inmid-2015, through cap and floor spreads at zero cost.

  • Top Trade #3: Long a Dec-2015 Eurostoxx 50 ‘bull’ call spread.

  • Top Trade #4: Long US High Yield credit risk via 5-year CDX HY juniormezzanine tranches.

  • Top Trade #5: Long an equity basket of EM crude oil importers(Taiwan, Turkey and India).

  • Top Trade #6: Short CHF/SEK.

  • Top Trade #7: Bearish Copper relative to Nickel, on supply divergence.

  • Top Trade #8: Long US Dollar against a basket of ZAR and HUF.

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