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Here's What We're Thinking
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Written by PAG
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Tuesday, 08 May 2012 |
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Capital markets remain jittery due to a changing of the political guard in Europe and softening U.S. economic data... On Friday, global equity markets collectively sold off in response to the April U.S. non-farm payroll report which suggested a loss of momentum in the U.S. labour market.... Among others, Scotia Economics believes “the Fed may well return to providing some form of stimulus as it strays further away from reaching its full employment mandate…”. To read the full report, click here.
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Here's What We're Thinking
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Written by PAG
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Tuesday, 01 May 2012 |
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Lots of headlines last week and this to cause increased capital market volatility: U.S Q1 GDP worse than expected, corporate profits running ahead of forecasts, Spain's downgrade and Q1 GDP contraction, Elections in France and Greece this coming Sunday, U.S April job numbers due this Friday morning....To read the full report, click here.
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Here's What We're Thinking
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Written by PAG
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Tuesday, 24 April 2012 |
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The preliminary reading of China’s April purchasing managers’ index from HSBC Holdings Plc came in at 49.1 compared with 48.3 in March; a number below 50 points to contraction in the economy. Further weakness in the Chinese economy would sustain speculation in capital markets that Chinese officials will adopt more policies to stimulate economic growth... To read the full report, click here.
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