SOCGEN PRESENTS: 7 Big Trades To Kick Off 2013

Photo: Statigram/isapicturepassion

SocGen’s Global Asset Allocation is out with a report on Seven Key Calls To Kick Start 2013.It’s a good solid list of some themes that a lot of people are talking about.

They are:

• Long Europe (European stocks will outperform US stocks).
• Fall in Spanish yields (buy Spanish debt).
• Selloff in safe assets (sell yen, sell German bunds).
• Don’t fight the Fed (buy gold).
• Expecting overheating in the US credit market (buy high-yield credit).
• China re-accelerates (buy base metals).
• Buy Brazil (buy the currency and the stocks).

For SocGen’s big take on gold, see here >

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