[Alex Murphy]

Goldman Sachs continues to dribble out its 2013 forecasts and top trades. And as the firm peels back more and more, it's clear that the forecast is for major change to the economy. This can be seen across multiple calls, from multiple analysts.

It starts with top economist Jan Hatzius, who sees, for the first time since the financial crisis, the economy accelerating to above-trend growth in the second half of next year. The call is based on an expectation of private sector releveraging, coupled with the end of the fiscal drag.

In turn, Goldman commodity analyst Damien Courvalin is calling for the end of the great gold bull market next year, based on the fact that real interest rates are finally going to start heading higher.

Ping for revisiting a year from now

[E. Pluribus Unum]

In turn, Goldman commodity analyst Damien Courvalin is calling for the end of the great gold bull market next year, based on the fact that real interest rates are finally going to start heading higher.

No mention of the fact that inflation will be headed far past Jimmy Carter's 22% record into triple-digit territory.