"Given current valuations, we think its time to say a ‘long good bye’ to bonds, and embrace the ’long good buy’ for equities as we expect them to embark on an upward trend over the next few years. The prospects for future returns in equities relative to bonds are as good as they have been in a generation." Peter Oppenheimer, Goldman Sachs Global Economics, i Global Strategy Paper
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http://speedy.sh/35pVy/GSBUY.pdf
MS FX short term
We believe that the de-correlation theme in financial markets is gaining momentum, with the USD likely to gain support from the improvement in US economic data and rising yields. The EUR is now likely to run out of steam, in our view, as market indicators turn negative once again.
EURUSD Sell 1.3290 1.2860 1.3390
USDCAD Long 0.9880 1.0280 0.9840
GBPUSD Long 1.5850 1.6070 1.5790
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