Thursday, May 28, 2009

Investor's notebook: Insight: Recovery not as easy as U, V, W, Short View...


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Financial Times
Investor's Notebook
Friday May 29 2009

FT.com - Investor's notebook
 
Insight: Recovery not as easy as U, V, W
If a government bond crisis is avoided, my best prognosis for the global economy is a stagnant line, writes Gillian Tett
http://link.ft.com/r/IOCBMM/9TFFT/95R9T/KVVWJ/UI0OR/RF/h
 
Short View: Bond market
The global economy came out of its freefall thanks to the spending of piles of government money. That must be financed. The bond market could prove to be a crucial bottleneck, writes John Authers
http://link.ft.com/r/IOCBMM/9TFFT/95R9T/KVVWJ/2N558/RF/h
 
Indonesia a hot spot for investors
Political and global risks aside, traders see the potential for bigger gains, writes John Aglionby
http://link.ft.com/r/IOCBMM/9TFFT/95R9T/KVVWJ/VEC0N/RF/h
 
View of the Day: Profit slowdown is easing
For a market focusing on a reduction in trend growth, there may yet be more positive surprises, says Kevin Gardiner at HSBC
http://link.ft.com/r/IOCBMM/9TFFT/95R9T/KVVWJ/SD68Z/RF/h
 
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FT.com - Financial Markets News
Overview: Treasury yields continue upward march
New debt fears over commercial property
Wall Street lifted by higher energy prices
Corporate fundraising turns to feast
Pernod Ricard reveals taste for junk bonds

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