sexta-feira, 5 de outubro de 2012

Perspectivas econômicas Outubro 2012

THE CONTINENTAL ECONOMICS CURRENCY REVIEW
Economic Outlook October 2012

Antony Mueller
"...The world economy is in a phase of treacherous tranquility with cracks and tensions all over the place. No clear investment preference is available and all runs down to the choice between bad and worse. Over the past couple of years there has been such a build-up of global liquidity that markets simply cannot recede even if they are clearly overprized. Stocks, bonds, commodities, for each and every investment item prices are high and given the avalanche of liquidity that has inundated the markets these prices can even go still higher. The link to sober valuations has been lost. The investment world is waiting for the final blow-off. 
Watch out for the economies to show more signs of economic growth. Instead of being cause for jubilation, investors should be aware that more economic growth can easily ignite the megatons of liquidity which central bankers have planted around the world over the past couple of years. 
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