Salient to Investors: International investors bought more Treasuries in Q1 2013 than in any other start to a year since 2009. China has been buying Treasuries at the fastest pace since 2011. Wan-Chong Kung at Nuveen Asset Mgmt said the US is standing out as a place of relative growth, strength and
READ MORE... →Salient to Investors: David Stockman said: The Fed has flooded equity markets with cash while weakening the Main Street economy and the phony money has created an unsustainable bubble economy that will begin to falter within a few years. When it bursts, there will be no 2008-style bailouts and America will begin an era
READ MORE... →Salient to Investors: David A. Stockman writes: The US is broke – fiscally, morally, intellectually – and the Fed has incited a global currency war that will soon overwhelm it. This latest Wall Street bubble, inflated by phony money from the Fed rather than real economic gains, will burst within a
READ MORE... →Salient to Investors: Alan Tonelson at the US Business and Industry Council writes: Much of China’s hacking power was Made by the U.S.A. The first known victims of China’s US-enabled cybercapacities were Chinese citizens, including dissidents tracked with technology sold by Cisco Systems and Yahoo! and ordinary people whose online content has been censored with
READ MORE... →Salient to Investors: Ian Lyngen at CRT Capital said Q1 data confirms the US economy is on a better footing, and for the benchmark yield to rise to the median year-end estimate of 2.25 percent, employment must improve, Europe problems subside, and the end of QE in sight. William O’Donnell at Royal Bank
READ MORE... →Salient to Investors: Steven Ricchiuto at Mizuho Securities USA expects rates to stay around current levels and says the economy is going nowhere quickly and the headwinds keep changing. Robin Marshall at Smith & Williamson Investment Mgmt said the market finds it hard to argue what is happening in Cyprus is
READ MORE... →Salient to Investors: Addison Armstrong at Tradition Energy said the economy is improving but not robustly. BP said the US accounted for 21 percent of global oil consumption in 2011. Read the full article at http://www.bloomberg.com/news/2013-03-28/wti-oil-near-five-week-high-on-u-s-gdp-jobless-claims.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Citigroup said free cash flow at global non-financial listed companies show a steady increase over the last decade, and free cash flow margins are below the 2004 peak and below the 10-year average. US companies are the best cash flow generators in the world with margins around 7
READ MORE... →Salient to Investors: Helene Rey at London Business School says the US enjoys an exorbitant privilege from the returns on its assets held in the rest of the world. Pierre-Olivier Gourinchas at Berkeley said before 2007, the predicted crisis was that the US would not be able to borrow anymore and the dollar would collapse. Gourinchas
READ MORE... →Salient to Investors: Mark Kiesel at Pimco said: US industries tied to housing will grow 4 times as fast as the economy, making them top picks for investors. Housing starts will increase 15 percent a year until at least 2015 Home prices will rise over 5 percent annually as demand recovers from the worst
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