Thierry Lacraz
Thierry Lacraz
basic high led market rally september since somewhat technology
The high beta sectors, such as technology and basic resources, that have led the market rally since September 11 look somewhat overvalued.
consequences debtors european mounting negative problems quoted seem
Argentina's problems seem to be mounting with negative consequences for the country's debtors and many quoted European companies.
advantage earnings economic europe growth improving late relative
Earnings growth is still improving and Europe has the advantage to be late relative to the US economic cycle.