توقعات بخصوص المؤشرات العالمية

[MCH71311]

If people continue to use the dollar as a carry trade and if the trade begins to unwind, investors will have to “scramble to cover their shorts in the dollar

That could lead to a kind of chain reaction and that could lead to a bit more than a 10 percent pullback
If it were to be a chain reaction, it would be sharp and sudden—a little bit of what we saw yesterday



Art Cashin

[MCH71311]

There are indications that the U.S. dollar is now serving as the funding currency for carry trades. “These trades may be contributing to upward pressure on the euro and some emerging economy currencies.” While the dollar “has moved closer to medium-run equilibrium,” it is still “on the strong side.”


IMF

[MCH71311]

“the pressure from the international community to allow yuan appreciation is not that big "

Chinese central bank Governor Zhou Xiaochuan

[MCH71311]

The Standard & Poor’s 500 Index will probably exceed 1,300 as early as February because the economy continues to rebound from the worst recession since the 1930s

Kenneth Fisher
289th richest person in USA

[MCH71311]

Gold won’t fall below $1,000 an ounce again after rising 27 percent this year to a record as central banks print money to help fund budget deficits. We will not see less than the $1,000 level again Central banks are all the same. They are printers. Gold is maybe cheaper today than in 2001, given the interest rates. You have to own physical gold.”

Marc Faber

[MCH71311]

"If you put the price of oil, which is priced in dollars around the world, and if you look at what some of the currency effects are with the weak dollar — in our view that is contributing about $20-25 a barrel to the price. "

Rex Tillerson
CEO & Chairman - Exxon Mobil

[MCH71311]

The S&P 500 Index is likely on its way to 1,275 by the end of 2010, with 1,175 possible by the end of 2009


Uri Landesman
Head of global growth strategies - ING

[MCH71311]

Stocks are not overvalued

“When you take into consideration where earnings estimates are today versus where they were a month ago, two months ago, even six months ago, this market advanced and has been driven by an increase in earnings expectations.”

stocks have another 15 to 20 percent rise by the middle of 2010.

Robert Carey
First Trust Advisors

[MCH71311]

"In this current run I think you're going to see 1,200 to 1,400 (dollars per troy ounce) by the end of this year, and next year I think it's going to continue. "

James Turk
CEO - GoldMoney

[MCH71311]

Stocks in Brazil, Russia, India and China are likely to rise by 30 to 40 percent within three to four years as higher economic growth and lower government debt spurs corporate earnings.

Mark Mobius
Chairman - Templeton Asset Management Ltd.

[MCH71311]

"Raise interest rates with 15 million jobless and 25 million part-time working Americans? All because gold is above $1,100? You must be joking or smoking - something. "

"We will need another 12 months of 4 percent to 5 percent nominal GDP growth before Bernanke and company dare lift their heads out of the 0 percent foxhole - mini-bubbles or not. "

William H. Gross
MD - PIMCO

[MCH71311]

This is a good reminder that people have to be careful that it's not yet the calm, we still have bits of last year's storm operating.This is a catalyst for a repricing of markets across the board (for) markets that have gone too far on pure liquidity. There will be opportunities created because markets tend to overshoot on the way up and they overshoot on the way down."


Mohamed El-Erian
CEO - PIMCO
On Dubai Debt

[MCH71311]

“This Dubai situation, we think, is noise. …The hit potentially to the U.S. banks are about $10 billion for Dubai, and by comparison, AIG was $180 billion. So we think this little hiccup we’ve seen in the markets may represent a nice buying opportunity.”


Phil Orlando

[MCH71311]

“It might not hit $5,000 this year or next year, but it will eventually—maybe before Barack Obama leaves the White House. "

Peter Schiff

[MCH71311]

The S&P 500 will reach 1,350 in September and then end the year at 1,220

Targets for 2010

Alain Bokobza
Societe Generale SA