Goldman Sachs' Top Ten Market Themes For 2013

From efxnews.com

Goldman Sachs has just released its top ten market themes for 2013 which represents a broad list of macro themes which GS thinks will dominate markets next year. The following is a brief listing of these 10 themes along with the major factors constituting every theme. We will expand on every theme separately in further publications. 1. Global growth: A ‘hump’ to get over, then a clear road ahead  Weak growth in early 2013 but a sustained recovery if that period is navigated  Increased fiscal restraint going into 2013, moderating in 2013H2 and beyond  Spanish economic and Italian political risks most intense in ... (full story)