NOMURA: 7 KEY CALLS FOR 2012

From a recent Nomura research notes comes 7 key trading calls for 2012:

Key Call 1: Buy Gilts with Sterling exposure

Key Call 2: Buy US investment grade corporate bonds

Key Call 3: Buy 10Y US Treasuries, expect the curve to flatten

Key Call 4: Buy Emerging Asia curve steepeners (but caution on EM FX)

Key Call 5: Long US Dollar / Short Euro

Key Call 6: Long Gold / Short Oil

Key Call 7: Long European Telecoms / Short European Utilities (equity)”

Source: Nomura

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Cullen Roche

Mr. Roche is the Founder of Orcam Financial Group, LLC. Orcam is a financial services firm offering research, private advisory, institutional consulting and educational services.

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