Salient to Investors: Torbjoern Kjus at DNB ASA said the oil market does not look tight for the coming 5 years, spare capacity will rise, and prices will continue to trend lower. David Lennox at Fat Prophets said all the key players on the demand side basically see muted growth, which
READ MORE... →Salient to Investors: Julia Coronado at BNP Paribas says Q2 growth is going to be slower than Q1 as the sequester and budget cuts restrain, and core inflation starting to decelerate reflects a lack of purchasing power: Coronado said any discussion of Fed reducing QE will be postponed. David Sloan at 4Cast said housing permits suggest
READ MORE... →Salient to Investors: The OECD said: The gap between rich and poor widened more in the 3 years to 2010 than in the previous 12 years. The richest 10% of society in the 33 OECD countries received 9.5 times that of the poorest in terms of income, versus 9 times in 2007.
READ MORE... →Salient to Investors: Bloomberg Global Poll: International investors are the most bullish on the US and Japanese markets in more than 3.5 years as both economies are seen to be improving. Over 40% will reduce gold exposure over the next 6 months, close to 3 times more than those who
READ MORE... →Salient to Investors: International net selling of long-term US equities, notes and bonds in March was the largest since May 2009 and shows investors were willing to seek higher-yielding assets amid signs of a stronger US economy. Gennadiy Goldberg at TD Securities said the data does not suggest a pronounced global investor
READ MORE... →Salient to Investors: Paul Volcker said US growth is too slow to cut the jobless rate quickly so the unemployment rate may remain above 6 percent for at least another two years. Volcker said the unemployment rate is declining because the labor force is not rising. Read the full article at http://www.bloomberg.com/news/2013-05-15/volcker-says-u-s-jobless-rate-to-remain-above-6-for-two-years.html Click
READ MORE... →Salient to Investors: All indicators that have a number attached to them are seemingly pointing to a better economy. Unemployment is dropping. GDP is growing, housing is recovering, the Dow has more than doubled in just over 4 years. There is still too much stimulation required. Record low interest rates
READ MORE... →Salient to Investors: Colin Mayer at Harvard writes: British capitalism is the textbook description of how to organize capital markets and corporate sectors. Yet the performance of the British economy has been mediocre, with much of the population dissatisfied with economic and social conditions, large-scale manufacturing that has been decimated, decades of underinvestment
READ MORE... →Salient to Investors: For the first time since 2009, US bond yields are rising at the same time inflation is slowing, and Treasuries are offering the highest real yields in more than 2 years. Andrew Wickham at Insight Investment Mgmt said inflation is not a big threat while it is
READ MORE... →Salient to Investors: Doug Short at Advisor Perspectives writes: The two 20th century recessions and major market sell-offs devastated the retirement readiness of a many people nearing retirement age. The Labor Force Participation Rate (LFPR) for age 25-64 cohorts peaked for men in May 1954 at 95.9%, for women in
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