Trading Technology

03:56 PM
Connect Directly
Facebook
LinkedIn
RSS
E-Mail
50%
50%

Economic Outlook: Europe Stabilizes, Debt Worries Mount

Europe is finally stabilizing, while Latin America's problems continue to get worse, according to Rebellion Research's Chief Investment Officer.

Latin America's problems seem to keep getting worse. The cooling from China, mixed with lower global demand for industrial metals and a general tendency towards Socialism seem to be taking their toll on the continent.

We are starting to see some positive signs out of Europe. On the positive side there is some stabilization of Spain's economy while Greece's free fall sadly continues.

The strongest asset classes we see around the world continue to be a number of US sub-Industries. However, we have grown increasingly worried about the US Municipal Debt market on top of our worries about the Federal Debt.

[To read how how capital markets firms are changing the way they manage data to respond to business pressures and regulatory demands, download Wall Street & Technology's latest digital issue: Risk & The Data Management Makeover.]

The BRIC's group of countries show uninspiring economic strength, however we are seeing some promising growth out of India.

We remain weary of Industrial metals, precious metals and energy. But, global agriculture demand shows substantial strengthening.

Alexander Fleiss serves as Chairman and Chief Investment Officer of Rebellion Research Partners LP, a Global Macro hedge fund and financial advisory that invests across all asset classes and is based in New York. Mr. Fleiss also oversees the firm's institutional research ... View Full Bio
Comment  | 
Print  | 
More Insights
Comments
Newest First  |  Oldest First  |  Threaded View
Vadim
50%
50%
Vadim ,
User Rank: Apprentice
2/19/2013 | 11:13:37 PM
re: Economic Outlook: Europe Stabilizes, Debt Worries Mount
It will be nice if you confirm your conclusion with graphs, charts or some diagrams.
Regards,
More Commentary
Why Settle for Less in the Front Office?
Recent research shows that sell-side firms are less than satisfied with their order management system (OMS) technology. Many front offices, however, continue to make do with their current solutions. Are they selling themselves short?
BYOD Policy: Don't Reinvent the Wheel
Financial firms still feel overwhelmed by BYOD risks and challenges. But these can be addressed by a good policy, and the guidelines are already out there.
The BYOD Challenge
Having a policy in place to manage mobile devices used by employees for work purposes is necessary in this current day.
Getting Onboarding Right in the Age of the Customer
Disparate “Frankenstein” systems slow down the onboarding process and impede customer service, says Pegasystems.
Performance Monitoring Key to Smooth Infrastructure Modernization
As banks consider how to shift infrastructure and storage solutions, they can’t afford to lose visibility into performance.
Register for Wall Street & Technology Newsletters
White Papers
Current Issue
Wall Street & Technology - July 2014
In addition to regular audits, the SEC will start to scrutinize the cyber-security preparedness of market participants.
Video
Exclusive: Inside the GETCO Execution Services Trading Floor
Exclusive: Inside the GETCO Execution Services Trading Floor
Advanced Trading takes you on an exclusive tour of the New York trading floor of GETCO Execution Services, the solutions arm of GETCO.