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Craig Torres, Josh Zumbrun & Caroline Salas Gage Federal Reserve Chairman Ben S. Bernanke’s efforts to rescue the economy could result in more than a half trillion dollars of paper losses on the central bank’s books if interest rates rise abruptly from recent levels. That sum is the difference between the value of securities in the Fed’s portfolio on Dec. 31 and what they may fetch in three years, according [...] EL-ERIAN: This ‘Great Rotation’ Is Actually Money Falling Off Of The ‘Trillion Dollar Deposit Cliff’ Citi strategists pointed out, though, that January is always a strong month for inflows, which means what we are seeing likely owes to seasonality. Even still, flows into equity funds this January are much bigger than usual. In an interview with Bloomberg TV this morning, Mohamed El-Erian, the CEO of PIMCO – which is the world’s biggest bond fund [...] (Reuters) – Risk assets fell broadly on Monday after elections in Greece and France fuelled questions about whether struggling euro zone economies will continue to pursue austerity measures which are seen by markets as crucial to resolving the bloc’s debt crisis. U.S. stock futures were down 1.1 percent, indicating a big drop for MSCI’s broadest index of Asia-Pacific shares. Japan’s Nikkei stock average is expected to open sharply lower on Monday. “Austerity [...] It is all irrelevant, for the great fruit has spoken and people are buying iGadgets at record levels, which can only mean that once the great credit spree ends, Apple will likely be forced to use its $110 billion cash hoard to start an in house “Acceptance Corporation” vendor financing purchases of its products directly. And while the AAPL earnings beat has become a contrarian bet, now that even Gartman [...] telegraph.co.uk During the first few months of 2010 and 2011, America showed encouraging signs of robust economic growth. In both years, though, by the spring or early summer, hopes of the world’s biggest economy mounting a meaningful and sustainable recovery were snuffed out. As a result, the US managed only a paltry 1.7pc real terms GDP expansion in 2011. In recent months, once again, there have been strong indications this could be the [...] From Bloomberg: Singapore’s exports fell for the first time in three months in January on lower electronics and petrochemical shipments, as Europe’s debt crisis crimped demand and the Chinese New Year holiday shortened the working month. Non-oil domestic exports slid 2.1 percent from a year earlier, after a 9 percent gain in December, the trade promotion agency said in a statement today. The median of 15 estimates in a Bloomberg News survey [...] by Joshua M Brown, thereformedbroker.com I’ve been asked to look out into 2012 and offer some ideas as to what may become the dominant themes of 2012. Here are three themes that I think could be big ones for investors next year… The Return of EM - Emerging Markets (EM) stocks have been slaughtered in 2011, the MSCI EM index is down 22% versus a flat S&P. Some of this weakness can be attributed to [...] From The Reformed Broker: … I’ve been asked to look out into 2012 and offer some ideas as to what may become the dominant themes of 2012. Here are three themes that I think could be big ones for investors next year… The Return of EM – Emerging Markets (EM) stocks have been slaughtered in 2011, the MSCI EM index is down 22% versus a flat S&P 500. Some of this weakness [...] (Bloomberg) Mark Mobius, executive chairman of Templeton Asset Management’s emerging markets group, said another financial crisis is inevitable because the causes of the previous one haven’t been resolved. “There is definitely going to be another financial crisis around the corner because we haven’t solved any of the things that caused the previous crisis,” Mobius said at the Foreign Correspondents’ Club of Japan in Tokyo today in response to a question about [...] By Shamim Adam (Updates with comments on the dollar in seventh paragraph.) June 13 (Bloomberg) — A “perfect storm” of fiscal woe in the U.S., a slowdown in China, European debt restructuring and stagnation in Japan may converge on the global economy, New York University professor Nouriel Roubini said. There’s a one-in-three chance the factors will combine to stunt growth from 2013, Roubini said in a June 11 interview [...] Mark Mobius, executive chairman of Templeton Asset Management’s emerging markets group, said another financial crisis is inevitable because the causes of the previous one haven’t been resolved. “There is definitely going to be another financial crisis around the corner because we haven’t solved any of the things that caused the previous crisis,” Mobius said at the Foreign Correspondents’ Club of Japan in Tokyo today in response [...] Mark Mobius, executive chairman of Templeton Asset Management’s emerging markets group, said another financial crisis is inevitable because the causes of the previous one haven’t been resolved. “There is definitely going to be another financial crisis around the corner because we haven’t solved any of the things that caused the previous crisis,” Mobius said at the Foreign Correspondents’ Club of Japan in Tokyo today in response to a question about price [...] by ZH Bloomberg reports: “There is definitely going to be another financial crisis around the corner because we haven’t solved any of the things that caused the previous crisis,” Mobius said at the Foreign Correspondents’ Club of Japan in Tokyo today in response to a question about price swings. “Are the derivatives regulated? No. Are you still getting growth in derivatives? Yes.” Unlike Icahn, Mobius stopped [...] April 27 (Bloomberg) — The dollar fell to a 16-month low versus the euro on speculation the Federal Reserve will consider further easing measures at today’s meeting to support the U.S. economy after its bond-buying program expires in June. The yen weakened against all of its major counterparts after Standard & Poor’s cut Japan’s sovereign-rating outlook to “negative.” The Australian dollar rose to a record after [...] |
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