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BSIC Market Recap 30|11|13

Panel_29|11|13 US This week has been really quiet for the US. Two main issues arise: the initial jobless claims surprise on the downside (actual 316K vs expected 330K), and the decline in the durable goods orders. (-2%) in October. With regard to the first data, although it is clearly good Read more…

By BSIC, 9 years9 years ago

Commodities Currencies Equity Indices Fixed Income Macroeconomic Views Markets

BSIC Market Recap 23|11|13

Panel 22|11|2013 US This week Bernanke surprised the markets outlining the chance of early tapering of QE (December meeting). For us this is quite surprising, as we still believe the US economy is not performing as well as it was believed this spring. Three main reasons have worsened our outlook Read more…

By BSIC, 9 years ago

Currencies Equity Indices Fixed Income Macroeconomic Views Markets

BSIC Market Recap 30|11|13

Commodities Currencies Equity Indices Fixed Income Macroeconomic Views Markets

BSIC Market Recap 23|11|13

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