Irrational Exuberance Overtakes Asia – Bloomberg 12-12-13

Salient to Investors: William Pesek is  writes: The “Greenspan put” that flooded markets with cash whenever things got dicey has become the default position in Washington, while in Asia there is an even more dangerous escalation of this policy in papering over cracks in economies that desperately need tougher, structural

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Goldman Buy Call Spurs E-House Rally: China Overnight – Bloomberg 12-12-13

Salient to Investors: Tian X. Hou at T.H. Capital said rising China home sales signal that the government won’t take irrational steps to curb growth of China’s property sector.  Read the full article at http://www.bloomberg.com/news/2013-12-12/goldman-buy-call-spurs-e-house-rally-china-overnight.html Click here to receive free and immediate email alerts of the latest forecasts.

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Summers’s Stagnation Draws Doubt From Hatzius: Cutting Research – Bloomberg 12-12-13

Salient to Investors: David Mericle and Jan Hatzius at Goldman Sachs said: US economic weaknesses are more cyclical than secular. US growth will rebound in 2014 to as high as 3.5 percent versus the 2.25 percent average recovery rate so far. The slow rate of recovery is in line with

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The Chinese Are Becoming More Capitalist – Jim Rogers On The Markets 12-03-13

Salient to Investors: Jim Rogers writes: China is becoming more and more capitalist and says the markets are going to be the final arbiter. America is exactly the opposite and the government says it will figure out the solution – for example Obamacare. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/the-chinese-are-becoming-more-capitalist.html Click here

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Japan’s Secrets Bill Turns Journalists Into Terrorists – Bloomberg 12-02-13

Salient to Investors: William Pesek writes: According to one prevailing theory, China is creating an international storm to change the subject domestically away from income inequality, official corruption and China’s blackening skies. Japanese Premier Abe is seizing the opportunity to rush a chilling official-secrets bill into law: which if enacted

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Goldman Says Buy H-Shares Amid Growth: China Overnight – Bloomberg 12-02-13

Salient to Investors: Noah Weisberger at Goldman Sachs said: The Hang Seng China Enterprises Index will rise 18 percent to 13,600 by the end of 2014, the biggest gain since a rise of 62 percent in 2009, on prospects the economy will stabilize. Commodities will lag the rally in equities.

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Slump-Watchers Dump Yield Curve for 1970s Tool: Cutting Research – Bloomberg 11-26-13

Salient to Investors: Ellen Zentner at Morgan Stanley said: The Fed’s near-zero interest rate and QE is holding down US bond rates, meaning the US Treasury yield curve would struggle to invert, crimping its effectiveness as an indicator of business cycles. Yield curve inversion signals investors are betting on weaker

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