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matter of days, not weeks or months.
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I think all eyes are on Europe in terms of what are they going to do with sovereign debt issues. Passenger traffic has been resilient, last year it grew around 6 percent, this year we expect to grow by 5 percent
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There are so many moving parts. You just can't tell people to get the airplane out on time.
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Weak global economic performance is being reflected in air transport markets. Freight markets have contracted some 4% compared to January. Although passenger markets have had some growth relative to the beginning of the year – about 2% – the trend has been both soft and volatile. Continuing economic unc...
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You’re not taking the individual name risk and if the price goes down when people get freaked, the yields will go up ... So these are good, albeit still risky, vehicles to play the names.
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We believe the most notable distortion is that the equity risk premium remains elevated.
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Valuation for stocks continues to remain extremely attractive, in our view
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We believe the most notable distortion is that the equity risk premium remains elevated.
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Valuation for stocks continues to remain extremely attractive, in our view
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Our forecast for the S&P at mid-year is 1150, the bottom of our expected range ... We are more constructive on 2H12, as the prospect of policy changes after the election could spur a year-end rally. Our year-end target is 1330.
