giovedì 16 giugno 2011

German Equity Markets Should Continue Outperforming in the Eurozone

In the following graphs, we show how the Dax index clearly overperformed other eurozone countries equity markets since 2003 when the Germany economy started to benefit from structural reform implemented in early 2000. Continue on seekingalpha...

martedì 14 giugno 2011

The Euro May Start a Downward Trend

Having touched a 5 weeks high on June 7th at 1.4696, the euro/U.S. dollar exchange rate tumbled in the following three days, falling below 1.44. Continue on seekingalpha...




giovedì 9 giugno 2011

Government Bonds: Not a Long-Term Buying Opportunity

Government bond yields were expected to rise over the spring as the QE2 program of the Fed came close to an end in June and inflationary pressures remained elevated amid high energy prices. continue on seekingalpha...