Shift in Global Growth Engines Signals Gain After Pain – Bloomberg 10-07-12

Salient to Investors: Jim O’Neill at Goldman Sachs Asset Mgmt said when we come out the other side with a different structure, we should have a much stronger world economy. John Bilton at Bank of America Merrill Lynch sees a changing complexion in global growth, ending with a more balanced world economy longer-term. Bilton said this will

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Jack Welch Is Wrong! ‘It’s Outrageous’ to Say the Jobs Number is Manipulated: EPI’s Mishel – Yahoo! Finance 10-05-12

Salient to Investors: Lawrence Mishel at the Economic Policy Institute says: The jobs report shows nice momentum, though increase in payrolls is not fast enough to get a rapid decline in unemployment. The jobs data is not manipulated – the data is based on surveys of tens of thousands of employers and households every month.

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Jobless Data Seen Aiding Obama as Rate Drops Below 8% – 10-05-12

Salient to Investors: Alan Krueger of the White House Council of Economic Advisers said the falling jobless rate shows the economy is continuing to heal. Alan Abramowitz at Emory University said the unemployment drop to under 8 percent is symbolically important to voters and dominate news coverage for several days and blunt Romney’s debate

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U.S. Stocks Rise on Economic Reports Amid Draghi Comments – Bloomberg 10-04-12

Salient to Investors: Douglas Cote at ING said the recent coordinated global monetary stimulus is showing up in employment, manufacturing, services and consumer sentiment going from weakening to strengthening. Philip Orlando at Federated Investors expects Draghi to keep his foot off the accelerator. Analysts forecast an end to coal’s longest slump in seven

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U.S., Europe Nowhere Close to Ending Crisis, Krugman Says – Bloomberg 10-03-12

Salient to Investors: Paul Krugman of Princeton University said: The US and EU are nowhere close to ending the financial crisis and German-led austerity efforts may lead to a 1930s-style economic depression. The US needs maximum help from the Fed and another round of stimulus -which should be directed to distressed individuals

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BlackRock’s Fink Says U.S. a Year Away From Robust Growth – Bloomberg 10-03-12

Salient to Investors: Laurence D. Fink at BlackRock says: Investors should get out of cash and low-yielding bonds and buy high-quality stocks, ETFs and higher-income products. The economy is a year away from being more robust. The US banking system is far better than others, while housing crisis is 90 percent behind us. Chris Leavy at BlackRock said equities

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