世界杯与经济学-全球宏观经济研究

世界杯与经济学-全球宏观经济研究 Investors should consider this report as only a single factor in making their investment decision. ForReg AC certification and other important disclosures, see the Disclosure Appendix, or go towww.gs.com/research/hedge.html.The Goldman Sachs Group, Inc.GLOBAL MACRO RESEARCH | June 11, 2018 | 3:15AM BSTTHE WORLD CUPAND ECONOMICS2018For a list of authors, please see insideFor the exclusive use of HIMANSHU.BAHUGUNA@GS.COMTHE WORLD CUP 2018 DREAM TEAM(as selected by you!)Here is our 2018 Dream Team, selected by you, the client. Once again the team is organised in a 4-3-3 formation, but with this year’s edition we introducedthe possibility to pick the head coach. Congratulations to Mr. Joachim Löw for being the first to win this coveted award, and to Lionel Messi for being – asin 2014 – the top pick with 75% of the votes. And consolations to Messrs Courtois, Varane, Iniesta, Salah and Deschamps, who narrowly missed out – upto them to prove, over the next weeks, that they deserved to be in the Dream Team! David de Gea(ESP)Manchester United Joshua Kimmich(GER)Bayem MunichSergio Ramos(ESP)Real MadridMats Hummels(GER)Bayem MunichMarcelo(BRA)Real MadridToni Kroos(GER)Real MadridKevin De Bruyne(BEL)Manchester CityPhilippe Coutinho(BRA)BarcelonaLionel Messi(ARG)BarcelonaCristiano Ronaldo(POR)Real MadridNeymar (BRA)Paris Saint-GermainMANAGERJoachim Low(GER)Keeper:David de Gea (ESP):The Manchester United keeperhas dethroned Manuel Neuerbetween the sticks in the latestedition of the Dream Team with45% of the votes, 15% morethan the German.Defence:Joshua Kimmich (GER): The promising Bayern Munichdefender replaces Dani Alvesat right-back: time to makeway for the young!Sergio Ramos (ESP):The only defender to keep hisslot from the 2014 team. Theexperienced Spaniard was thetop pick in defence with morethan 60% of the votes.Mats Hummels (GER):The German made the teamonly by a thin marginover his Bayern Munichteammate Boateng. Marcelo (BRA):With nearly 60% of thevotes, nobody came close tomatching the claim forMarcelo at left-back.Midfield:Kevin De Bruyne (BEL):The Belgian was by far the toppick in midfield with more than50% of the votes after hisbrilliant club season.Toni Kroos (GER):The German outperformed hisclub teammate Luka Modric byonly 25 votes and N’Golo Kanteby 35 votes and will act asholding midfielder for the team.Philippe Coutinho(BRA):Thanks to a strong season, firstat Liverpool and thenBarcelona, the Braziliansqueaks into the Dream Teamahead of Paul Pogba of France.Attack:Lionel Messi (ARG):As in 2010 and 2014, theArgentinian is again the toppick among clients. Will this bethe time he brings the cup backto the Albiceleste?Cristiano Ronaldo(POR):The Portuguese star closelyfollows Messi in the votes, andwill try to lead Portugal tovictory after their 2016 EuroCup success.Neymar (BRA):Along with Messi, Ronaldo andSergio Ramos, the Brazilianwas also in the 2014 DreamTeam and was selected byalmost 40% of clients.Coach:Joachim Löw (GER): With 60% of the votes, the

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