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Archive for the Europe Stocks Category

European Stocks Climb to Three-Month High on China, Syria – Bloomberg 09-10-13

Salient to Investors: Herbert Perus at Raiffeisen Capital Mgmt said sentiment has changed, Syria is not as big a problem as the possibility of a military strike seems low: markets can rise until the end of the year. Perus said international investors are more aware that European markets are not

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Weil’s View on Finance, Afternoon Edition – Bloomberg 08-30-13

Salient to Investors: Steve Hanke at Johns Hopkins University said inflation is always and everywhere a monetary phenomenon, but hyperinflation is always and everywhere a political phenomenon. payday short term loan Ricardo Hausmann at Harvard says the Fed’s planned tapering is not the only reason why emerging-market stocks and bonds

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European Stocks Are Cheaper Than During Last Recovery – Bloomberg 08-12-13

Salient to Investors: The Euro Stoxx 50 Index is at 12.5 times projected earnings, versus 15.3 times projected earnings for the S&P 500 and 14.2 times income for the Topix. Bulls say European stocks are cheap as the first expansion for euro-area manufacturing in 2 years helps drive forecasts for profit growth of more

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Credit Suisse Cuts Equity Holdings on Fed Tapering Talk – Bloomberg 08-09-13

Salient to Investors: Credit Suisse cut reduced its allocation to stocks to neutral from overweight. Michael Strobaek at Credit Suisse said the fundamental environment remains attractive, but the markets are overbought, and the positive economic outlook and further supportive monetary policy are largely priced in, limiting upside in the near-term. Strobaek said the

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UBS’s Friedman Favors U.S. Stocks, High-Yield Bonds – Bloomberg 06-28-13

Salient to Investors: Alexander Friedman at UBS says: What Fed has done is not unexpected and the market reacted because it was ahead of itself. All the Fed was saying was that the US is doing OK, that the data is trending as it should, and that it has confidence

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Jim O’Neill Says Get Used to U.S. Yields Nearer 4% Than 2% – Bloomberg 06-11-13

Salient to Investors: Jim O’Neill said: The US is returning to normality so expect 10-yr T-yields to rise toward 4 percent  in the next couple of years as the 30-year bull market in bonds comes to an end. There will be quite ugly days. The global economy is in the early stages of

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Schwab Topping Goldman Sachs Presages American Return to Stocks – Bloomberg 06-09-13

Salient to Investors: Shares of discount brokers are gaining the most since 2003 relative to the S&P 500, a sign that small investors are joining the 4-year bull market. Discount broker stocks beat the market by at least this much in 1997, 1999, 2003 and 2009, years in which the S&P 500

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Bubble, Bubble, Money and Trouble – Barron’s 06-01-13

Salient to Investors: Marc Faber at the Gloom Boom & Doom Report says: High-end assets from stocks to art to real estate are in a bubble caused by central bank money-printing. This money doesn’t increase economic activity and asset prices in concert, instead creates dangerous excesses in countries and asset

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European Stocks Post Weekly Drop Amid Fed Stimulus Signs – Bloomberg 05-24-13

Salient to Investors: Cyril Castelli at Rcube SAS says the decline is just a correction presents a buying opportunity: valuations are attractive, it is a much better liquidity environment and there is potentially a large run-up in euro-zone equities. The Stoxx 600 is at 13.6 times estimated earnings, the highest since January

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European Stocks Little Changed Near Five-Year High – Bloomberg 05-16-13

Salient to Investors: David Hussey at Manulife Asset Mgmt is bullish on equities in the short to medium term, saying the obsession with all-time highs is a red herring because the wall of money out there is going to buy on the dips. Read the full article at http://www.bloomberg.com/news/2013-05-16/european-stock-index-futures-open-little-changed.html Click here

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