Bill Gross: “The UK is a must to avoid. Its Gilts are resting on a bed of nitroglycerine.” (FTAlphaville).
Zeit sich die Banken doch anzuschauen? Hier wird Goldman Sachs empfohlen (A Dash of Insight).
Sinkende Öl-Nachfrage? “Two weeks ago I suggested it might be time to start looking for signs of demand destruction for oil (like we did in the first half of 2008). So far domestic demand (as far as vehicle miles) is still increasing slightly, however demand growth in China might be slowing…” (Calculated Risk).
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