[Outlook 2010] Ten tweets from Wilmot
Jonathan Wilmot, the Credit Suisse strategist who recently graced us with his presence here on FT Alphaville, has decided against sending out a 2010 tome this year.
Instead, he’s come over all Twitterish.
[Outlook 2010] Saxo’s outrageous predictions for 2010
Every year Saxo Bank comes out with a list of 10 outrageous predictions for the year ahead.
Previous predictions from the bank have included Ron Paul being elected US president, crude crashing to $25 per barrel and Chinese growth hitting zero.
[Outlook 2010] Chasing the rally into the New Year
A 2009 perennial question – how long will the rally in global equities last? The answer is right through next year, if you believe the consensus view from the latest Bank 0f America Merrill Lynch fund manager’s survey.
[Outlook 2010] 10 surprises from UBS
In the interests of going against base-case thinking, UBS has issued the following list of plausible market surprises it feels might (just) happen in 2010.
So, without further ado here they are:
And,
[Outlook 2010] How will analysts fare?
Analysts will do better in 2010, say Citi analysts strategists.
The group, Citi notes, had something of an annus horriblis in 2009 — struggling to make the right calls at key turning points.
Here’s the thrust of the argument put forth by Citi’s European Portfolio Strategy team:
[Outlook 2010] Thundering Herd bullish on Euro equities
BofA Merrill Lynch has managed to trump JP Morgan’s optimism, and is targeting a 30 per cent gain for European equities next year.
Strategist Gary Baker says valuations remain attractive and top line forecasts are too conservative given that macro estimates are (apparently) showing 7.5 per cent nominal GDP growth in 2010.
[Outlook 2010] JPM targets 20% gain for Euro equities
Markets may have rebounded by 60 per cent since March, forecasts might look punchy, the consumer backdrop challenging and there’s the possibility of a dramatic bond market sell off and policy normalisation ahead. But in spite of all that,
[Outlook 2010] Goldman Sachs up 12-mth gold forecast to $1350/toz
The 2010 commodity outlook from Goldman Sachs has just landed in our inbox and a quick skim across the forecasts confirms the bank that previously liked to be bullish oil, is now also bullish gold.
Well relatively so,
[Outlook 2010] Goldman sees 2010 as ‘exciting, with risks!’
Has Goldman Sachs, beset with a public image problem, turned global economic cheerleader by way of compensation?
The bank has just released its Global Economic Outlook for next year and beyond (Title:
[Outlook 2010] Deutsche Bank ponders all things sovereign
Adding to the deluge of 2010 outlooks — we’ve now had Morgan Stanley, UBS, and Standard Chartered — on Wednesday is Deutsche Bank.
And we’re sensing a theme in these things: sovereign debt.
Here’s what the Deutsche team,
[Outlook 2010] The deluge begins
And so it begins – strategists at the big investment banks are starting to publish their 2010 forecasts.
Morgan Stanley duo Graham Secker and Teun Draaisma were quick on the draw with a pretty bearish set of predictions for the year ahead.