Category Archives: Market Review

One Man’s Opinion: Have Lending Costs To Corporate Europe In The Periphery Declined?

Despite weak credit conditions, lower oil and a slumping euro, Goldman Sachs is optimistic about the region’s growth prospect this year, said Kevin Daly, Senior European economist at Goldman Sachs. The investment bank revised euro area’s GDP growth-forecast higher – … Continue reading

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One Man’s Opinion: Do Fixed-Income Valuations Look Stretched?

The US Federal Reserve is likely to remain patient and investors shouldn’t worry much as the US central bank will be very methodical and transparent about what they do, said Brain Jacobsen, chief portfolio strategist at Wells Fargo Advantage Funds. … Continue reading

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One Man’s Opinion: Do Greek Banks Face An Immediate Cash Crunch?

The Germans and the Greeks seem to have made some progress on semantics in the ongoing debt negotiations, said Gilles Moec, Chief European Economist at the Bank of America Merrill Lynch. They have started to discuss the technicalities of the … Continue reading

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One Man’s Opinion: Have Markets Started To Believe Zero Interest Rate Is Normal?

The latest US jobs report showing 257,000 nonfarm jobs being created in January has been extremely positive. It shows a higher participation rate along and less-sluggish wage growth, indicating a more inclusive recovery, said Mohammad El-Erian, former CEO of PIMCO … Continue reading

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One Man’s Opinion: Will Earnings Expectations Be More Moderate This Year?

A hike in interest rates may not happen in the US this July though that probably remains the appropriate policy move, said David Joy, chief strategist at Ameriprise Financial. Ameriprise expects the US economy to grow by 3 percent in … Continue reading

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One Man’s Opinion: Will Europe’s Banking System Remain Weak?

The one thing that stood out in Thursday’s QE announcement by the European Central Bank was how they managed market expectations, said Bob Parker, senior Advisor at Credit Suisse Asset Management. There was fear in the markets that the ECB … Continue reading

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