[Outlook 2009] 10 outrageous claims from Saxobank
Saxobank has always delivered on the outrageous predictions front. Last year, for example, they predicted Ron Paul would win the US presidential elections.
Unsurprisingly, this year they do not fail to deliver.
[Outlook 2009] Goldman seeks big rally
Goldman has published its Outlook for 2009 and it’s quite upbeat. Not as upbeat as the piece published by UBS on Tuesday obviously, but…
Strategist Peter Oppenheimer is looking for a big rally in the second half of next year (30-50%),
[Outlook 2009] S&P 500 to rise 55% in 2009, says UBS
We are often accused here on FT Alphaville of being too bearish, pessimistic, negative, gloomy etc. So here’s something positive, courtesy of David Bianco, a strategist at UBS.
He thinks the S&P 500 will end 2009 at 1,300 points.
[Outlook 2009] Ashmore – still bullish on emerging markets
Ashmore’s Jerome “all markets are risky, but an emerging market is defined by having the risk priced in” Booth has released his outlook for emerging markets in 2009.
He still thinks they’re the place to be,
[Outlook 2009] Credit markets face Sisyphean struggle, RBS says
RBS’s credit analysts have released their outlook for 2009, and it’s not pretty.
Diving right in, emphasis FT Alphaville’s:
The global economy has slowed dramatically since the summer and we enter 2009 facing the worst economic environment in a generation.
[Outlook 2009] Some more crystal-ball gazing
Here’s Morgan Stanley’s take on 2009.
In a nutshell, the UK equity research team says we’re not out of the woods yet. Key observations include yet more profit and dividend declines, and the fact that traditional metrics won’t necessarily work anymore – balance sheets preferable over p&ls.
[Outlook 2009] Some crystal-ball gazing
It’s that time of year when banks begin issuing some brave outlooks for the year ahead. The latest is from UBS.
Among their key recommendations are corporate bonds (including junk), which they say will draw increased investor appetite in 2009 as financial conditions stabilise.