Goldman's "April 2nd Game Plan" In Eight Trades

As we reported earlier this week (see "Goldman Warns Market Expectations For Trump's April 2 Reciprocal Tariffs Are Far Too Optimistic") Goldman’s house view on the April 2 reciprocal tariffs, aka "Liberation Day", is more bearish than market expectations, and one explanation for today's selling is that clients are taking off risk because listed products are not capturing the trade fear dynamics efficiently. 

So with just a few days left until next week's key event, the bank's thematic research team shares its preferred trades ahead of April 2nd tariff announcements: