What Wien Foresees for U.S.A. in 2010
February 16, 2010 by Editor · Leave a Comment
Because it is significantly undervalued on a purchasing power parity basis, the dollar rallies against the yen and the euro. It exceeds 100 on the yen and the euro drops below $1.30 as the long slide of the greenback is interrupted. Longer term prospects remain uncertain. Words: 664
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Stephen Roach: 40% Chance of a Global ‘Double Dip’ in 2010
February 16, 2010 by Editor · Leave a Comment
No one can predict shocks but the theory of the double dip is very clear in one important respect: Shocks can deal lethal blows to anemic recoveries. That remains a real risk in this still fragile post-crisis climate. In contrast to the denial prevalent in today’s ebullient financial market climate, I would assign about a 40 percent chance to a global double dip at some point in 2010. Words: 780
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RBC: Strong 1st Half, Risky 2nd Half of 2010
January 21, 2010 by Editor · Leave a Comment
There appears to be a similar outlook playing out among the major Wall Street strategists – H1 of 2010 will be very strong as the trends of late 2009 continue to play out while H2 2010 will be fraught with risks that could lead to a sizable market downturn. Words: 411
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Bank of America Merrill Lynch Extremely Bullish for 2010
January 21, 2010 by Editor · Leave a Comment
Bank of America Merrill Lynch is very bullish heading into 2010. They see many of the trends of 2009 continuing into 2010 and driving equity markets around the world higher by double digits. Words: 823
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Some Predictions and Investment Advice for 2010
January 21, 2010 by Editor · Leave a Comment
The economy has many issues, and any missteps by the Fed could result in either catastrophic inflation or a double dip recession. The politicians understand the relationship between jobs and re-election, and are desperately trying to get the former moving before September, when most voters will have made up their minds. Words: 1366
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JP MORGAN: Emerging Markets to Outperform Developed Markets by 2:1 in 2010
January 21, 2010 by Editor · Leave a Comment
Our 2010 year-end forecast for MSCI EM is 1,300, an upside of 30% from current levels versus an expected 15% return for developed market equities. Words: 308
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5 Reasons Prudential Bullish on Equities for 2010
January 21, 2010 by Editor · Leave a Comment
Strategists at Prudential are among the most bullish on Wall Street. They see further government stimulus, low interest rates and the inventory rebuild driving the S&P up to 1,350 by the end of 2010 for a full 23% rally from current prices. Words: 348
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Canada 2010: Optimist vs. Pessimist
January 21, 2010 by Editor · Leave a Comment
Predicting future directions the economy will take is easy. Getting it right, though? Not so much. Here, we speak with two of Canada’s top economists – the optimist and the pessimist – on what 2010 may bring. Words: 1612
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Canadians and Their Bankers Guardedly Optimistic for 2010
January 21, 2010 by Editor · Leave a Comment
Top economists from Canada’s five biggest banks came together recently and in true consensus, the group views 2010 with guarded optimism, predicting a more subdued economic climate in Canada and south of border than is normal in the wake of economic recession. Words: 1035
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2010: A Sneak Peek from the Street
January 21, 2010 by Editor · Leave a Comment
In stark contrast to last year, economists and market strategists are exhibiting quiet confidence as they roll out their 2010 forecasts. Indeed, forecasters appear less worried about predicting the next financial catastrophe and more focused on assigning valuations based on normal markets. Herewith, a sneak peek from the Street at 2010. Words: 806
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