Asia Funds Buy London Offices in Bet Volatility Is Past – Bloomberg 11-28-12

Salient to Investors: Asian investors are the biggest buyers of office property in the City of London in 2012. A weak pound, safe haven reputation, and returns that beat financing costs makes London the world’s most attractive city for foreign property investment. Development is slower than demand, prices are 25 percent below 2007

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Speculators Raise Wagers First Time in Seven Weeks: Commodities – Bloomberg 11-26-12

Salient to Investors: Hedge funds et al increased combined net-long positions for the first time in 7 weeks. James Paulsen at Wells Capital Mgmt sees many reasons why we are turning the corner, and says growth in the US and China supports being in commodities. Societe Generale said Chinese manufacturers are seeing the light at the

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Treasury Bears Capitulate as Fed Buying Meets Cliff Worry – Bloomberg 11-26-12

Salient to Investors; Bond bears are buying Treasuries despite less-than-inflation yields that are  the least in three years. Even bears who aren’t buying don’t expect 10-yr note yields rising much above 2 percent. Donald Ellenberger  at Federated Investors said Treasuries offer little real value, but for the short-term, it is just hard to

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Asian Currencies Strengthen in Week as Economic Outlook Improves – Bloomberg 11-23-12

Salient to Investors: Enrico Tanuwidjaja at Royal Bank of Scotland said growth momentum in Asia is clearly taking off. Kozo Hasegawa at Sumitomo Mitsui Banking said funds continue to come into Asia, which supports regional currencies, data out of China are improving. Kim Dong Young at Industrial Bank of Korea said there’s risk appetite in the

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Treasuries’ Foreign Buying Doubles China’s Sales – Bloomberg 11-19-12

Salient to Investors: Foreign investors can’t get enough Treasuries despite the fiscal cliff and China’s reduced stake. Aaron Kohli at BNP Paribas said there’s little of a buyers’ strike from the Treasury’s perspective and shows the depth of demand. BNP forecasts the 10-year yield will rise to 2 percent by June 2013 versus the

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U.S. Stocks Rise as Boehner Says Talks Were Constructive – Bloomberg 11-16-12

Salient to Investors: Alan Greenspan said that if we get out of the fiscal cliff with a moderate recession, the price is very cheap. The CBOE OEX Volatility Index has risen 56 percent since its low on Sept. 21, the highest level since August 2011 relative to the CBOE Volatility Index of S&P 500 contracts.

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Foreign Buying of U.S. Assets Plunges on Europe Optimism – Bloomberg 11-16-12

Salient to Investors: International net purchases of long-term equities, notes and bonds were $3.3 billion during September versus net purchases of $90.3 billion in August as confidence grew that Europe was resolving its debt crisis and investors sold Treasuries following the Fed’s QE3 announcement. Read the full article at http://www.bloomberg.com/news/2012-11-16/international-buying-of-u-s-assets-plunges-on-europe-optimism.html

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Asian Currencies Drop as U.S., Greece Budget Risks Spur Outflows – Bloomberg 11-16-12

Salient to Investors: Koji Fukaya at Office Fukaya said stock declines are hurting risk sentiment and investors are selling Asian equities, putting downward pressure on regional currencies. Fukaya said money will continue to flow into emerging markets and their currencies will recover in the medium to long-term. Saktiandi Supaat at Malayan Banking said asian currencies will remain volatile

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