|Felix Zulauf: Storm clouds over markets|
|Financial Times via The Big Picture, 06/06/2011 (traduire en Français )|
Felix Zulauf, former head of asset management at UBS, warns that storm clouds are gathering over the markets. He discusses with John Authers, head of Lex, his grim outlook: that Europe faces a double dip, China is slowing, bonds “look awful” and an overheating commodities sector will be hurt badly. He was interviewed at the CFA Institute Annual Conference in Edinburgh.
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La déflation est de retour...
Et puisqu'on parle de reprise...
Les PME US qui comptent licencier...
|Survey: Small Business Hiring plans turn negative|
|Calculated Risk, 06/06/2011 (traduire en Français )|
Chiffre qui colle d'ailleurs tout à fait avec le birth/death model du BLS qui nous a sorti un +200 000 emplois
Encore un ptit tug tug tug à venir en Chine :
|Another Chinese Rate Hike As Early As This Week Expected|
|China Daily via ZeroHedge, 05/06/2011 (traduire en Français )|
China Daily just announced tha "the People's Bank of China is likely to increase the interest rates banks must pay on deposits and the amount of money banks are required to hold in reserve to sop up the excess liquidity now found in the economy and slow inflation, said analysts. The changes in monetary policy may happen before the National Bureau of Statistics makes an expected announcement this week saying that the consumer price index (CPI), an indicator of inflation, hit a record high in May, they said."