Macro Outlooks and Predictions
Predictions are hard, especially about the future….
Top equity strategist outlooks for 2012 – Business Insider
Difficult 2012 for fixed income? – Morgan Stanley
How to trade emerging markets in 2012 – CitiGroup
2012 global strategy – Bank of America
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----------------------------------2012 Market outlook – Ed Yardeni, Yardeni Research
10 surprises for 2012 – UBS
Recession in 2012? Flip a coin – SF Fed
2012 Forex shocker – Nomura Research
Will 2012 Be Europe’s Minksy Moment? – PIMCO
2012 outlook – Jim Rogers
5 key questions for 2012 – Goldman Sachs
2012 – the year of diminished expectations – Mark Zandi, Moodys
2012 Global outlook – Morgan Stanley
2012 – The Year of the reckoning – Peter Schiff
The 6 biggest questions of 2012 answered – Bob Janjuah, Nomura
Richard Bernstein’s favorite picks for 2012
Bob Doll – 10 predictions for 2012 – BlackRock
Will the shorter business cycle lead to recession in 2012? – Deutsche Bank
Continued volatility, but no recession in 2012 – Jeff Saut, Raymond James
5 Consumer challenges heading into 2012 – Gluskin Sheff
2012 outlook on China – The Telegraph
Forecasting Italy’s Borrowing needs in 2012 – Sober Look
The three recession risks – Credit Suisse
Europe to double dip in 2012? – Capital Economics
Sluggish growth to continue – CEO & CFO surveys
The “Doomsday view of 2012″ – Binghamton University
Eurozone debt redemptions will force Europe to act in 2012 – Credit Agricole
Depression will lead to collapse of the Euro – Felix Zulauf
Recession is still coming – Lakshman Achuthan, ECRI
No way to avoid recession in 2012 – Hoisington
2012 will mirror 2009 – Societe Generale
The global economy to slow in 2012 – ScotiaBank
5 important global trends to watch in 2012 – Nomura Securities
Moderate economic expansion to continue – FedEx Corp
The risk of recession has come down – Goldman Sachs
Still no recession in the foreseeable future, but a balance sheet recession – Cullen Roche
Growing signs of a disinflationary 2012? – Cullen Roche
The 2012 earnings outlook – Zacks.com
5 macro trends for 2012 – Council on Foreign Relations
Strategy, Risks & Top Trades for 2012
Bridgewater – buy treasuries and gold, sell stocks…
7 Calls for 2012 – Nomura Securities
15 surprises for 2012 – Doug Kass
A bullish outlook for gold in 2012 – Deutsche Bank
House prices to drop 30% in 2012? – RBC
8 Risks to equity markets in 2012 – Morgan Stanley
10 outrageous predictions for 2012 – Saxo Bank
4 risks in 2012 – Bank of America
Oil to rally again in 2012 – CitiGroup
10 market risks in 2012 – Nomura
2012 is shaping up to be a good year for equities – David Kotok
Stay in the equity game – PNC
The Dow:Gold ratio will hit 1:1 – Bob Janjuah, Nomura
10 for 2012 – Byron Wien, Blackstone
Gold is the ultimate bubble and could be on the verge of massive bear market – George Soros
2012 investing outlook – Kiplinger
How to invest in 2012 – JP Morgan
Oil prices just can’t fall much – Barclays
Europe’s banks are insolvent – Michael Platt
Credit strategy 2012 – CitiGroup
2 bullish drivers for 2012 – Credit Suisse
Morgan Stanley 2012 commodities outlook – Morgan Stanley
6 reasons to remain bullish – Jeff Saut, Raymond James
The 2012 commodities outlook – Diapason Commodities
Is QE3 on the way? – Cullen Roche
Still long gold and copper – Goldman Sachs
A sober look at natural gas – Sober Look
5 Investment themes for 2012 – Richard Bernstein
The consensus gold outlooks – Zero Hedge
7 investment ideas for 2012 – David Rosenberg, Gluskin Sheff
5 Risks heading into 2012 – David Rosenberg, Gluskin Sheff
Key Euro Crisis milestones ahead – DJ FX Trader
5 reasons to overweight the UK relative to EMU – Goldman Sachs
Top trades for 2012 – Goldman Sachs
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