European Stocks Rise on China Stimulus Optimism, US Data – Bloomberg 06-27-12

Predictions: Mike Lenhoff at Brewin Dolphin Securities said China is prepared to ease, which will be good for European markets, particularly cyclical stocks – investors sense a more determined spirit to push through tangible measures in Europe. Julian Callow at Barclays Capital forecasts ECB rates will be cut on July 5. Read the full article

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Buying Europe Banks Is Easy for Herro as Cheap Stocks Fall – Bloomberg 06-21-12

Salient to Investors: The cheap valuations of European banks, Japanese carmakers, Hong Kong developers and Russian oil producers are attracting investors, indicating that most investors are more concerned with preserving capital than earning higher returns. Shares with the lowest price-to-book ratios lost an average 10 percent since March 2012 and trailed the most expensive shares by

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Stocks, Commodities Drop on China Manufacturing, U.S. – Bloomberg 06-21-12

Predictions: pavement Stefan Angele at Swiss & Global Asset Management says uncertainty about Europe and the slowdown in China remains – the extension of Operation Twist was largely symbolic and will have no significant effect on either economic growth or the markets. Read the full article at http://www.bloomberg.com/news/2012-06-21/asian-stocks-gain-after-fed-extends-stimulus-as-oil-euro-drop.html

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Analysts Boost Developed Stocks Most Since 2009 – Bloomberg 06-07-12

Salient to Investors: Stocks in developed countries are being favored over emerging markets in the belief they provide a cushion during a weakening recovery. Keith Wirtz of Fifth Third Asset Management sees a shift to countries less reliant on mining and energy production. Eric Teal of First Citizens Bancshares said definitions of buy, sell and

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Asian Stocks Snap Three-Day Gain on Bernanke Commentary – Bloomberg 06-07-12

Salient to Investors: MSCI Asia-Pacific Index at 11.5 times estimated earnings versus 12.6 times for S&P 500 and 10.1 times for the Stoxx Europe 600. Predictions: Strategic Financial Group says the US Fed can nothing more of any significance after being fully on the gas for the past three years  Read the full article at http://www.bloomberg.com/news/2012-06-08/asian-stocks-snap-three-day-gain-on-bernanke-commentary.html

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Bernanke Sees Risks to Economy From Europe to U.S. Budget – BBC 06-06-12

Salient to Investors: Bernanke sees U.S. economy at risk from European debt crisis and prospect of fiscal tightening in the U.S. Says higher unemployment and falling oil and gas prices will restrain inflation, and Europe needs to do more to stabilize banks and markets. Predictions: Regional Fed presidents Fisher and Bullard see no need for additional stimulus. Read the full

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