An optimistic view on the economy, with Jan Hatzius, Goldman Sachs chief U.S. economist.Source: CNBC, January 3, 2011.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by...
Read MoreChina’s manufacturing PMI fell to 53.9 in December from 55.2 in the previous month, according to the China Federation of Logistics and Purchasing (CFLP). The decline can largely be ascribed to a moderation in the output...
Read MorePaul Kasriel, Chief Economist of Northern Trust, has just produced his annual economic forecast. Here are some of the key takeaways:The pace of economic activity is expected to accelerate in 2011 on a Q4/Q4 basis largely because...
Read MoreWhere to put your money over the next ten years, with Thomas Lee, JPMorgan’s chief U.S. equity strategist.Source: CNBC, January 3, 2011.Did you enjoy this post? If so, click here to subscribe to updates to Investment...
Read MoreAs Washington shortly has to decide about hiking the U.S. debt ceiling, it is of interest to do a quick review of the numbers.The chart below, courtesy of Business Insider – Clusterstock, shows the escalating U.S. debt...
Read MoreWhat to expect from the markets in 2011, with Bob Doll, Chief Investment Officer of BlackRock.Source: CNBC, January 3, 2011.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape...
Read MoreAs part of JWT’s annual forecast, the firm has just produced a presentation on “100 Things to Watch in 2011”. The items on the list have the potential to drive or shape trends in the near future, according to...
Read MoreRising fuel and food prices in India are reviving inflation fears in India. During the past year, the nation’s food price index rose 12.13%. High food inflation has dislodged state governments in the past. India’s...
Read MoreSource: Chip Bok, January 3, 2011.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThis article is a combination and updated version of two posts published separately a few weeks ago.Stock markets have been heading north over the past few weeks while market commentators question the health of the world economy...
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