22 ordspråk av Carlos Asilis
Carlos Asilis
 Are we going to break up or down? It's hard to say at this point. What is becoming clear is that buying volatility may not be a bad thing. |
| By introducing noise, they hope the adjustment will be smoother. |
| Cash levels are very low. The bullish case is to say that money-market fund levels are very high, which means that investors have the wherewithal to rotate back into equities. My take on that is I wouldn't hold my breath. |
| I don't see a lot of value in emerging-market bonds. They've probably seen their best levels for the year and perhaps for longer than that. |
| I take great pride in the integrity and quality of our product, which often reflected non-consensus calls, even within the bank. |
| If an Iraq war scenario were to unfold in the early part of the year, it would probably be welcomed by the market. Especially once victory is attained, which I think it would. |
| If rates keep going higher, that will pose some problems to sizeable chunks of the stock market, particularly financials and other areas that are interest-rate sensitive. |
| In that environment, it's only natural to expect the switch from labor into technology. |
| It's not unexpected. We think it's a healthy move. |
| Nobody can pinpoint when this process will come to an end. But it is very clear that it can't go on forever. Do you let this bubble grow, or do you do something about it? |
| Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate that, at least over the coming quarters, visibility is high. |
| Stocks will probably hit a wall in the next couple of months, unless we move closer to the Goldilocks scenario. |
| That would be a positive. Some of the world's excess capacity would be ameliorated. |
| The comments are more beneficial for Latin American markets than the market was expecting. |
| The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more upside. |
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varav 1407627 på engelska
Gezegde (1469515 st) Zoek
Categoriën (2627 st) Zoek
Auteurs (167535 st) Zoek
Afbeeldingen (4592 st)
Geboren (10495 st)
Gestorven (3317 st)
Datums (9517 st)
Landen (5315 st)
Idiom (4438 st)
Lengths
Toplists (6 st)
Gastenboek
Schrijf in gastenboek
Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.
Det är julafton om 205 dagar!
Vad är gezegde?
Hur funkar det?
Vanliga frågor
Om samlingen
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 |
Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.
Det är julafton om 205 dagar!
Vad är gezegde?
Hur funkar det?
Vanliga frågor
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