Morgan Stanley sees evidence major economies are re-coupling to the US economy and this has implications for growth going forward.
Weekly musings by your editor. Not every sold down stock is a steal, take fund and wealth managers as an example.
As its previous targets for the US dollar against the euro and the yen have been attained Danske Bank has reviewed the outlook for currency markets and concludes further US dollar weakness is likely.
Citigroup’s US analysts report on why they see Lehman Bros as a screaming Buy and not a solvency Sell.
Barclays Capital’s latest analysis of seasonal trends shows equity prices traditionally do well in April, the Aussie market especially, while the Kiwi dollar also generally strengthens.
The RBA meets next week but will not raise the cash rate while the US has another week of data over which to argue the case of recession.
Lehman Bros is teetering on a mix of spurious facts and probable fiction. Has the Fed really prevented another investment bank collapse?
ANZ Bank has pulled the plug on Opes Prime.
How long does a US recession typically last, and how does the stock market typically perform?
One veteran equity strategist, who has seen it all before, is ticking the boxes ahead of what he believes will be an explosive rally on Wall Street.