Salient to Investors: Richard Koo at Nomura Research Institute said: Abenomics is finally addressing Japan’s fundamental economic problem: getting households and businesses to borrow. In this balance-sheet recession, consumers preferred to aggressively pay down debt instead of spending following the burst of the asset price bubble in the early 1990s. Companies
READ MORE... →Salient to Investors: Dean Maki at Barclays said this is still a moderate recovery, but 2014 will be a better year for US growth. Millan Mulraine at TD Securities USA said the worst of the impact of higher mortgage rates seems to be behind us. Jay Bryson at Wells Fargo
READ MORE... →Salient to Investors: The IMF predicts G-7 nations will tighten policy in 2014 by the least since they began in 2011 – at half this year’s pace as the average budget shortfall drops to about a quarter of where it was just 3 years ago. Jose Ursua at Goldman Sachs
READ MORE... →Salient to Investors: Jim Rogers writes: Singapore has great healthcare and great education and everything works. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/singapore-everything-works.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Bill Gross at Pimco said: The unprecedented cash added to the financial system by central banks is raising the risk of a slide in global asset prices. Global economies and their artificially priced markets are increasingly at risk, but the unwinding may occur gradually.” The Fed, BoJ,
READ MORE... →Salient to Investors: Robert Gorman at TD Wealth said: The 3-yr period of sharp underperformance for Canada is coming to a close Dividend stocks will continue to rule but resource stocks will do comparatively better after showing signs of bottoming out. The S&P/TSX Composite Index and the S&P 500 will
READ MORE... →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
READ MORE... →Salient to Investors: John Gilbert at General Re-New England Asset Mgmt, a unit of Berkshire Hathaway, said: Fed policy has lifted stocks but has created systemic risk in the world financial system for which they take little responsibility, because what happens outside the US is not their assignment. A slowdown
READ MORE... →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
READ MORE... →Salient to Investors: Mark Matthews at Julius Baer said the sell-off of Thai assets is not over and the protests will weaken Yingluck’s ability to increase investment in the economy – no one is itching to buy this market. Joel Kim at BlackRock said the Thai baht is one of
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