Thursday, October 24, 2013

Michael Shaoul on BNN

Here's Michael Shaoul on BNN.

He still thinks that the US economy's performance has been "adequate".

He thinks there's simply no point in being in the bond market, and the asset allocators will be rotating out of bonds into equities.

He thinks Europe is lagging Europe by a year or two, and now news is exceeding expectations.

And he thinks developed market commodity demand will more than counterbalance softening EM demand.

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