“Many analysts, strategists, and economists forecast that the U.S. is entering a long-term period of outperformance against Europe as the eurozone deleverages and battles financial crisis.
However, Goldman Sachs equity strategists Christian Mueller-Glissmann and Peter Oppenheimer think it’s time to bet on a comeback in Europe. In their latest note to clients, they make an unusual trade recommendation – buy companies with exposure to the European economy and sell companies with exposure to the United States.
Here is their reasoning:”
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Greece will exit the Euro.
It’s Time To Bet On Goldman Selling A Comeback In Europe