Thursday, January 19, 2012

Bob Janjuah: The worst of the crisis is still ahead

It's always a pleasure to hear from Bob The Bear who's now peddling his unique brand of gloom and doom at Nomura. His key issues and outlook for 2012:

The worst of the Eurozone mess is still ahead (ECB can't fix Europe)
US mini business cycle is not the same things as a real recovery
Investors should expect QE3 from the Fed
Growth in Asia/EM continues to slow

No comments:

Post a Comment