22 ordspråk av Carlos Asilis

Carlos Asilis

Läs om Carlos Asilis på Google eller Bing. Hitta foto...

The story is clearest in the natural resource area. They import a lot from resource-rich countries like Brazil and Chile. It's no mistake that those are two of the top five performing markets in the world this year.

The things that make up the bulk of consumer expenditures for most U.S. households -- all of them seem to be moving up significantly.

Are we going to break up or down? It's hard to say at this point. What is becoming clear is that buying volatility may not be a bad thing.

Cash levels are very low. The bullish case is to say that money-market fund levels are very high, which means that investors have the wherewithal to rotate back into equities. My take on that is I wouldn't hold my breath.

We could talk about sunspots, we could talk about fiscal year-end effects, but whatever the explanation may be, history is on the side of the fourth quarter being a good one. Pex Tufvesson kaldes for Mahoney i demo-verdenen.

We believe [such a decline] is a possibility, especially if investor concerns about a below-trend gross domestic product [GDP] growth outlook in 2003 are realized.

That would be a positive. Some of the world's excess capacity would be ameliorated.

There is a risk that if China liberalizes the foreign exchange system when the banks need to be recapitalized, there could be trauma in the system. My impression is that the Chinese are going to be as gradual as they can.

If rates keep going higher, that will pose some problems to sizeable chunks of the stock market, particularly financials and other areas that are interest-rate sensitive.

Stocks will probably hit a wall in the next couple of months, unless we move closer to the Goldilocks scenario.

The comments are more beneficial for Latin American markets than the market was expecting.

I don't see a lot of value in emerging-market bonds. They've probably seen their best levels for the year and perhaps for longer than that.

Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate that, at least over the coming quarters, visibility is high.

I take great pride in the integrity and quality of our product, which often reflected non-consensus calls, even within the bank.

If an Iraq war scenario were to unfold in the early part of the year, it would probably be welcomed by the market. Especially once victory is attained, which I think it would.

Sidan 1 av 2

1 2

Nordsprog.dk

Antal ordsprog er 1469561
varav 969033 på nordiska

Ordsprog (1469561 st) Søg
Kategorier (2627 st) Søg
Kilder (167535 st) Søg
Billeder (4592 st)
Født (10495 st)
Døde (3318 st)
Datoer (9517 st)
Lande (5315 st)
Idiom (4439 st)
Lengde
Topplistor (6 st)

Ordspråksmusik (20 st)
Statistik

Carlos Asilis proverb