The Curse Of The Euro: Money Corrupted, Democracy Busted – David Stockman’s Contra Corner 07-17-15

On July 17, 2015   /   Bond Market, David Stockman, Economics, Euro, Europe Economy, France Economy, Germany Economy, Greece Economy, Ireland Economy, Italy Economy, Major Trends, Portugal Economy, Spain Economy  

Salient to Investors: David Stockman writes: Germany has set fire to the Eurozone in order to save it. Lending another $96 billion to a bankrupt country makes no sense, while the fiscal targets set for Greece are ridiculous. Greece has a de facto public debt of $400 billion vs. $200 billion of GDP. Within days the

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Where have all the Spaniards gone? – BBC News 10-03-14

On October 3, 2014   /   Brazil Economy, Chile Economy, Europe Economy, IMF, Latin America, Panama, Peru Economy, Spain Economy  

Salient to Investors: Fundacion Alternativas said 700,000 Spaniards left Spain between 2008 and 2012. The National Statistics Institute reports 547,890 left in 2013, 79,306 of them Spanish nationals born in Spain. Spaniards are fleeing 25% unemployment and flocking to Latin America, including Brazil, where language barriers are few, the cost of

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Europe Gaining Confidence Among Investors in Global Poll – Bloomberg 09-11-13

On September 11, 2013   /   Bond Market, China Economy, Commodities, Europe Economy, Europe Stocks, Global Stocks, Gold, Greece Economy, Investment Money Flows, Italy Economy, Japan Economy, Japan Stocks, Real Estate, Spain Economy, UK Economy, US Dollar, US Economy, US Stocks, Yen  

Salient to Investors: A Bloomberg poll of investors, analysts and traders showed: 40% see the euro-area economy as improving, more than 4 times the number in May 40% see the world economy as strengthening, the most since January 2011. 52% expect stocks to produce the best return over the next

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‘Dr. Doom’ Roubini: U.S. Growth Picture Is Sub-par – BloombergTV 09-06-13

On September 6, 2013   /   Bond Market, Brazil Economy, China Economy, Emerging Market Economies, Europe Economy, Greece Economy, Indonesia Economy, Italy Economy, Nouriel Roubini, South Africa Economy, Spain Economy, Turkey Economy, US Economy  

Salient to Investors: Nouriel Roubini at NYU said: There has been a global recovery in the last year with the US recovery and reduced tail risks of a eurozone breakup and a hard landing in China. The US economy recovery is very fragile, with barely 2% GDP growth expected in

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Italy to Spain Beckon as Yields Beat Germany: Real Estate – Bloomberg 07-16-13

On July 16, 2013   /   Europe Real Estate, Investment Money Flows, Italy Economy, Italy Real Estate, Spain Economy, Spain Real Estate  

Salient to Investors: Europe’s biggest real estate managers are making their first investments in southern Europe since the financial crisis as low prices and diminishing risk make commercial properties more attractive. Anne Kavanagh at Axa Real Estate Investment Managers said we are at or near the bottom and starting to see

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IMF Reduces Global Growth Projections as U.S. Expansion Weakens – Bloomberg 07-09-13

On July 9, 2013   /   China Economy, Emerging Market Economies, Europe Economy, France Economy, Germany Economy, Global Economy, IMF, Italy Economy, Japan Economy, Russia Economy, Spain Economy, US Economy  

Salient to Investors: The IMF said: Global growth for 2013 will be unchanged at 3.1 percent as US growth slows to 1.7 percent in 2013 and 2.7 percent in 2014. Global growth will be 3.8 percent in 2014. Downside risks to global growth prospects still dominate, with the possibility of a longer

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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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