Salient to Investors: IEA said global oil demand growth in 2014 will be the weakest since 2011, as the US shale boom causes oil production from non-OPEC rises by the most since the 1980s. China will account for 11%, the US 21% of demand in 2014. Mike Wittner at Societe
READ MORE... →Salient to Investors: Moody’s Investors Service said the US Aaa credit rating outlook remains stable, short-term outlooks for most indicators are positive, but spending on social programs will put pressure on budget deficits and the rating toward the end of the decade. Steven Hess at Moody’s sees accelerating economic growth as
READ MORE... →Salient to Investors: Alexei Kudrin at Sberbank said: The conflict in Ukraine will take 2 to 3 years at a minimum to resolve Russia’s current level of investment is insufficient for development and maintaining growth above 1%. Growth will near zero or even negative, primarily because of the lack of
READ MORE... →Salient to Investors: Dr Afzal Ashraf at RUSI writes: The threat of IS appears greater and the situation more pessimistic than it is. IS is militarily weaker than it appears, and its ideology has received a potentially fatal wound. The US has decapitated almost all of al-Qaeda’s leadership and most
READ MORE... →Salient to Investors: US millennial women are holding off on motherhood, which bodes well for their economic and social mobility and that of their future children. Isabel Sawhill at Brookings said lower US birth rates are permanent, even if some of the recession-induced decline reverses. Preventing unexpected births increases a
READ MORE... →Salient to Investors: BIS said unprecedented stimulus by central banks and historically low volatility levels across asset classes have made it more likely that emerging markets will destabilize. BIS said governments and companies from Latin America to Asia have boosted borrowing in local and foreign currencies, leaving them more vulnerable when
READ MORE... →Salient to Investors: The shares outstanding in iShares TIPS Bond ETF exceeded those of the FlexShares iBoxx 3-Year Target Duration TIPS Index ETF by the lowest on record, indicating investors are betting the Fed will achieve its price-stability goals. Overall inflows to ETFs tracking US inflation in 2014 are at
READ MORE... →Salient to Investors: Barclays said 47% of China’s wealthy are planning to move abroad within 5 years, versus 23% in Singapore, 16% in Hong Kong, 20% in Britain, 6% in America and 5% in India. 78% named bettering children’s education and their future job prospects as their main reasons, 73% said a better
READ MORE... →Salient to Investors: Dorab Mistry at Godrej Intl said: Palm oil at a 5-year low creates a buying opportunity for plantation and processing company stocks because producers are still making money. Invest in plantations when palm oil prices are low. In Q4, 2008, when in a similar situation with regard to supply,
READ MORE... →Salient to Investors: 74 percent of 34 analysts expect wage growth to begin to outpace inflation on a sustainable basis in Q2, 2015 or later. Rob Wood at Berenberg Bank said real wages will start to grow in half1 2015 but it will be several years before we get back to
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