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 By Prieur du Plessis, on April 27th, 2009 posted in: Investment, Markets, Money  3 people had their say - chime in!
“The current US equity rally shows signs of needing a summer rest. But it will not fall back into the Slough of Despond,” recommends Donald Coxe in his latest “Basic Points” research publication. Click through to the post to read the full report. [...]  By Prieur du Plessis, on April 26th, 2009 posted in: Investment, Markets, Money 2 people had their say - chime in!
The mood of investors was influenced last week by the stress test debate, tentative signs of economic stabilization in a number of countries and a barrage of earnings reports – generally better than feared. As the equity rally ground to a halt on some bourses, the US dollar and government bonds offered little safety appeal and edged weaker. Read all about this and the implications for financial markets in the weekly “Words from the Wise” review. [...] By Prieur du Plessis, on April 25th, 2009 posted in: China, Economy, Investment 2 people had their say - chime in!
I posted an update on China’s growth outlook a few days ago and said that the Chinese PMI seems to indicate that the country might have seen the worst of the growth statistics. I also referred to a report by BCA Research, stating that “a broad range of macro indicators suggest that the economy may have begun to rebound”. Interestingly, a “flash” report by the Asian team of Goldman Sachs has just been published in which they have significantly raised their real GDP growth forecasts for China for 2009 and 2010. [...] More on this topic (What's this?) Scary: Why China is Buying Gold Like Mad (Learn Mining News, 1/30/12) China’s Factories Improve (Wall Street Daily, 2/1/12) Is Goldman’s Share Offering an Attempt to Further Ensnare the Government? (Money Morning, 4/15/09) By Prieur du Plessis, on April 25th, 2009 posted in: Economy, Guest Bloggers, Investment, Markets, Money Leave your comment
This post is a guest contribution by Rebecca Wilder, author of the News N Economics blog, analyzing the past week’s global economic reports in order to get a feel for world economic trends. [...] More on this topic (What's this?) China’s Factories Improve (Wall Street Daily, 2/1/12) Scary: Why China is Buying Gold Like Mad (Learn Mining News, 1/30/12) Inflation Gently Rises in February, Offering Analysts a Sign the Economy Isn’t Collapsing (Money Morning, 3/18/09) By Prieur du Plessis, on April 24th, 2009 posted in: Investment, Markets, Money 3 people had their say - chime in!
On the video front, the IMF upped its forecast of total global credit crisis-related losses to $4.1 trillion by the end of 2010 and the Congressional Oversight Panel on Tarp conducted a hearing on Capitol Hill, whereas a host of commentators weighed in with a combination of gloomy and “bottom-in-sight” economic forecasts, as well as comments on the imminent results of the bank stress tests. An interesting selection of video clips is featured in this post. [...] By Prieur du Plessis, on April 23rd, 2009 posted in: Investment, Markets, Money 2 people had their say - chime in!
This post provides links to some interesting articles I have read over the past few days that you may also like to have a look at. [...] More on this topic (What's this?) The Top 20 Global Banks in 2009 by Brand Value (Top Foreign Stocks, 3/8/09) Lessons from the 20's (EPIC INVESTOR, 4/19/09) Lack of Prosecution of Bank Fraud: Conflict of Interest? (Money Morning, 2/2/12) |
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