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Notes to myself, possibly of interest to others.
-- Bill Northlich

Monday, August 22, 2011

Rosenberg Daily Soundbites

  • Risk appetite is back on to kick off the week, much of Asia was down substantially overnight; gold continues its relentless climb; talk of another round of QE today is not only helping the equity market out but the commodity-based currencies are firming
  • De-risking is the new mantra
  • Opportunity in high-yield? The high-yield bond market has sold off dramatically in the last six weeks as investors throw out the baby with the bathwater
  • The bond-bullion barbell still working
  • Employment weakness intact

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