Goldman makes a big call on an EU comeback, recommending going long a basket of European firms...

|By:, SA News Editor

Goldman makes a big call on an EU comeback, recommending going long a basket of European firms with high domestic sales exposure against a short of companies with high U.S. exposure. Jeff Gundlach's May recommendation of long Spain vs. short U.S. is working, EWP outperforming SPY by 400 bps since.