London Financial Jobs to Fall to 20-Year Low, Study Finds – Bloomberg 11-06-12

Salient to Investors: Douglas McWilliams at Centre for Economics and Business Research said London’s financial-services jobs may drop to a 20-year low in 2013 due to the weak economy, hangover effect from the financial crisis, and increasing regulation. Read the full article at http://www.bloomberg.com/news/2012-11-06/london-financial-jobs-to-fall-to-20-year-low-in-2013-cebr-says.html

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U.K. House Prices Declined 0.7% in October, Halifax Says – Bloomberg 11-06-12

Salient to Investors: Halifax said UK house prices fell for a fourth month in October, down 2.8 percent from a year ago. Nationwide Building Society said home prices rebounded in October to erase September losses. Hometrack said prices declined in October and a market recovery is unlikely without sustained economic growth. Martin Ellis at Halifax said

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Swiss Property in ‘Risk Zone’ for First Time Since 1991 – Bloomberg 11-05-12

Salient to Investors: The UBS Swiss Real Estate Bubble Index entered the risk zone for the first time since 1991. Matthias Holzhey and Claudio Saputelli at UBS said: Population growth continues to favor price increases, but prices are increasingly being supported by investment demand and by low interest rates, Continued strong increase in

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Foreclosures Drawing Cash as 401K Returns Sag: Mortgages – Bloomberg 11-04-12

Salient to Investors: As the housing market recovers, neophyte investors are following the lead of private-equity firms like Blackstone, investing in cheap properties they can rent and sell when values rise enough. Lawrence Yun ar NAR said the typical small-size mom-and-pop investor has two or three properties – about 90 percent of

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Services Probably Sustained Expansion: U.S. Economy Preview – Bloomberg 11-03-12

Salient to Investors: Jim O’Sullivan at High Frequency Economics said the non-manufacturing part of the economy – the bulk of the economy – is much less weak, while manufacturingis more exposed to weakening foreign growth and exports -overall pretty sluggish growth. Retail Metrics said same-store sales at over 20 companies, excluding drugstores,  beat estimates. Americans bought new homes

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China’s Stocks Advance, Capping Biggest Weekly Gain in Month – Bloomberg 11-02-12

Salient to Investors: Li Jun at Central China Securities said investors think the economy may have bottomed, especially since the PMI showed positive signs, but we need more liquidity for any gains to last. Lu Ting at Bank of America sees increasing evidence for green shoots in China – upped Q4 GDP growth estimate to

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