'Goldilocks Faces A Balanced Bear': 10 Charts That Goldman Traders Are Watching

Christian Mueller-Glissmann and the rest of the Goldman Sachs Strategy team just issued their latest (65-page) treatise on the state of the global markets - a must read for professional subs here...

Tl;dr: Goldman's Global Strategy team are Neutral Stocks and Government Bonds (OW USTs, UW Bunds); they are Underweight Corporates (OW US, UW EU), Neutral on Commodities, and Overweight Cash: