sexta-feira, 6 de julho de 2012

Perspectivas para a economia global


THE CONTINENTAL ECONOMICS INSTITUTE
CURRENCY REVIEW
WORLD ECONOMIC OUTLOOK
JULY 2012
While confidence in many European countries has been eroding over the past quarters, a loss of confidence may also happen any time soon when it comes to the United States. In Europe it was mainly churning that has happened in so far as investors who left Spain and Italy could buy German bonds. Yet where can investors flee to when confidence in the US begins to erode? Let's keep our eyes open and watch out where the smart money will run to in the second half of 2012. Gold? Back into euro bonds? Commodities again? Could it be that when a more realistic assessment will replace the current tide of prejudice, investors will notice that the one place where assets sell below value could be Europe? It is better not to pre-program one's mind and make premature predictions yet let's be aware that when things will change, they probably will change dramatically this time.

Nenhum comentário:

Postar um comentário