Roubini alias Docteur Doom reste pessimiste face à l’économie en 2012, jusque là pas grand chose de surprenant.
« We need growth in the eurozone. We cannot just talk about austerity because without growth that would be unsustainable. If gdp keeps on falling and without economic growth, the social and political backlash against austerity is going to become overwhelming. Strikes, demonstrations, weak governments, and eventually failing governments. »
The same goes for liquidity measures that have stemmed short-term banking pressures in the short term, and even produced positive economic data in the U.S.:
« This painful problem of deleveraging is going to continue…You cannot resolve the fundamental problems with liquidity. You can just kick the can down the road with liquidity, but you can’t resolve those fundamental problems. »
By the way, concerns over oil won’t go away anytime soon:
« This tension is going to rise throughout the year, there are going to be more sanctions, negotiations are going to fail, and it’s not just the Israel-Iran issue. Look what’s happening in the Middle East. »
source : CNBC
PS: Je te recommande de lire ceci :
Note: Tous les investissements sont partagés en temps réel sur L'Académie des Graphs. Le portefeuille représente mes convictions personnelles consolidées (de mes différents courtiers) et n'est pas une incitation à l'achat ni à la vente. La performance en cours inclus les gains ou moins values latentes et l'impact du change sur les actions étrangères. Performance 2024: +41%; 2023: +38%; 2022: +46%; 2021: +122%; 2020: +121%; 2019: +79%; 2018: +21%; 2017: +24%; 2016: +12%; 2015: +45%; 2014: +30%; 2013:+72%, 2012:+9%, 2011:-11%... Clique-ici pour découvrir le logiciel d'aide à la décison que j'utilise au quotidien pour détecter au bon moment les meilleures actions.
