“”Let’s not forget, France voted against Maastricht.” – CQS hedge fund manager Michael Hintze #Reuters_Summits
CQS’s Hintze : “Core Europe is in sensible shape, especially Germany, but what does worry me a little bit is what happens in France”
On the link we’ve already got interview from CQS hedge fund manager Michael Hintze who warns France may be major pothole in 2014
LONDON, Nov 15 (Reuters) – Global stocks may be running out
of room to rally further after a bumper year as the fragile
economic recovery and the prospect of a cut in the Federal
Reserve’s bond buying discourage big investors.
Equities are the best performing asset so far in 2013, with
the benchmark MSCI world equity index rising 17
percent since January. Wall Street and some European
indexes have been hitting record highs on a
LONDON (Reuters) – The threat of deflation in the euro zone could reverse a major investment trend of 2013, drawing funds out of stocks and into government bonds and cash.
Europe is still some way from a negative inflation rate, let alone a Japanese-style deflationary spiral – the policymakers’ nightmare in which falling prices weaken demand, leading to wage cuts and even lower prices.