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’FT Alphaville needs your help…
… to explain Tuesday’s morning’s price action in European equities, which have moved higher in spite of rising Italian bond yields.
Short covering? Silvio to lose vote? One theory via the FT’s Jamie Chisholm:
European equities – trick or treat?
In keeping with the bearish mood this Monday morning, we present selected lowlights from the latest Graham Secker note.
Morgan Stanley’s European strategist has downgraded equities to “underweight” following the double-digit rally,
Don’t wait for Fed rate hikes — Morgan Stanley
FOMC minutes are out Tuesday afternoon and we’ll be at the ready for signals of an exit strategy for the Fed.
In a short note out in advance of their release, Morgan Stanley adds its name to those warning a “tightening moment”
Clutching at the Chinese… baby-boomers
They are the ultimate consensus trade inside the ultimate consensus trade.
They are consumers in China.
Some charts from a big old jargony Morgan Stanley note on how European corporates can play the Chinese ‘megatransition’,
[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,