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Here Are Goldman's Top Trades for 2022

  • Strategists favor shorting Aussie, buying U.S. breakevens
  • Markets entering more tactical phase in recovery: Goldman
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Goldman Sachs Group Inc.’s top trade ideas for 2022 factor in the idea that markets face a “lower-octane” phase of the worldwide recovery.

The global economy over the coming year will be characterized by strong demand and constrained supply, a team of strategists including Zach Pandl, Kamakshya Trivedi and Amanda Lynam wrote in a research note Tuesday. Divergence in the outlook for monetary policies and risks to China’s expansion are among other key themes.