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

On June 28, 2013   /   Alexander Friedman, Australia Economy, Australian Stocks, Bond Market, Brazil Economy, Brazil Stocks, China Economy, Cyclical Stocks, Dividend Stocks, Emerging Market Economies, Emerging Markets Stocks, Europe Economy, Europe Stocks, Financials, France Economy, Germany Economy, Global Economy, Gold, Homebuilding, India Economy, Insurance, Investment Money Flows, South Africa Economy, Spain Economy, US Dollar, US Economy, US Real Estate, US Stocks  

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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IMF Cuts Global Growth Outlook as Europe Demand Urged – Bloomberg 04-16-13

On April 16, 2013   /   Brazil Economy, China Economy, Emerging Market Economies, Europe Economy, France Economy, Germany Economy, Global Economy, IMF, Italy Economy, Japan Economy, Spain Economy, US Economy  

Salient to Investors: The IMF says: The global economy will expand 3.3 percent in 2013 versus its 3.5 percent forecast in January, and 4 percent in 2014. The euro area will contract 0.3 percent in 2013 versus its forecast of a 0.2 percent retreat in January. Expect a 3-speed recovery led by emerging

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Euro-Crisis Redux Seen as Greatest Threat to Germany – Bloomberg 03-14-13

On March 14, 2013   /   Europe Economy, France Economy, Germany Economy  

Salient to Investors: Economists say a resurgence of the debt crisis is the biggest threat facing Germany in an election year. Thomas Mayer at Deutsche Bank, Holger Schmieding at Berenberg Bank and others say declining sovereign bond yields in countries such as Italy and Ireland should not lull governments across Europe into thinking they can let up

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Germany’s Business Confidence Unexpectedly Increases: Economy – Bloomberg 11-23-12

On November 23, 2012   /   France Economy, Germany Economy  

Salient to Investors: Ifo said its German business climate index had its first gain in 8 months in October and above the median economist prediction. Gernot Nerb at Ifo said the momentum, at least in the next year, will come from outside the euro area. Carsten Brzeski at ING said the report is a positive surprise but certainly doesn’t mean German

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French Downgrade Widens Gulf With Germany as Talks Loom: Economy – Bloomberg 11-20-12

On November 20, 2012   /   France Economy, Germany Economy  

Salient to Investors: Jan Techau at the Carnegie Endowment for International Peace said Moody’s downgrade increases pressure on France big-time and gives Germany more of an edge over France. French debt remains close to the record low reached Aug. 3, showing investors don’t share German concerns. The spread between French and German government

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European Stocks Are Little Changed This Week – Bloomberg 09-21-12

On September 21, 2012   /   Europe Economy, Europe Stocks, France Economy, Germany Economy, Spain Economy  

Salient to Investors: The Stoxx 600 is at 12.3 times estimated earnings, its highest multiple since December 2010. Peter Garnry at Saxo Bank A/S said the divergence in the purchasing managers’ index figures between France and Germany shows that Europe is diverging into an A and a B team, with France joining the B team

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