Goldman Likes These 2 Giant Geopolitical Bets For A Tactical Trade

Amid all the chaos of the last few weeks, top Goldman Sachs trader Louis Miller has spotted two major dislocations amid the shifting geopolitical landscape.

The first is: US Domestic/US Multi-nationals vs US Dollar/US growth differentials; and the second is: the Ukraine Ceasefire basket vs European USA Exposed given today’s headlines are bringing back focus on potential ceasefire. 

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