Did Bernanke Signal Return of Risk-Off Market? – Bloomberg 06-27-13
Salient to Investors: A. Gary Shilling at A. Gary Shilling & Co. writes: Short stocks and commodities, go long the dollar and Treasuries – if stocks continue to decline, the safety of Treasuries...
View ArticlePimco Bets on Bonds After Worst Run Since 1994: Australia Credit – Bloomberg...
Salient to Investors: Adam Bowe at Pimco said: Australian bonds are attractive after their worst run of losses since 1994 because the central bank will need to lower interest rates as mining investment...
View ArticleRace to Bottom Resumes as Central Bankers Ease Anew: Currencies – Bloomberg...
Salient to Investors: Axel Merk at Merk Investments said it is a very real concern of countries to keep their currencies weak, and Draghi has persistently been trying to talk down the euro since...
View ArticleGoldman Says Buy H-Shares Amid Growth: China Overnight – Bloomberg 12-02-13
Salient to Investors: Noah Weisberger at Goldman Sachs said: The Hang Seng China Enterprises Index will rise 18 percent to 13,600 by the end of 2014, the biggest gain since a rise of 62 percent in...
View ArticlePimco Says External Growth May Lift ‘Not Stellar’ Asia – Bloomberg 12-17-13
Salient to Investors: Ramin Toloui at Pimco said: Asian growth is stabilizing but not stellar but may receive a boost in 2014 as developed markets accelerate. Asia’s trajectory will continue to be...
View ArticleCorrelations Revive as China’s Slowdown Beats Rates – Bloomberg 09-26-14
Salient to Investors: China’s deepening slump is re-establishing the link between currencies and commodities, weakening the Australia dollar, New Zealand kiwi and Canadian loonie on concern their...
View ArticleCommodities Collapsed Just Before The Last Stock Market Crash – So Guess What...
Salient to Investors: Michael Snyder writes: Global debt is at record highs, too big to fail banks have never been more reckless, and global financial markets have never been more primed for a...
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