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mercredi 8 septembre 2010

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Fax du mercredi 8 septembre 2010 - Tous les titres

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US decoupling debate important for risky assets, says ING Investment Management

- Double dip fears for the US economy - Even if the US does not drag the rest of the world down, caution is justified ING Investment Management (ING IM) warns double dip fears for the US economy are clearly on the rise. The downbeat labour and housing market dynamics, along with the depressed sentiment among households and small firms provide ammunition for a more cautious US outlook. ING IM believes that without significant improvement on the sentiment front over the coming weeks, it seems unlikely that the fading policy and inventory pulses introduced by the US government will lead to stronger private sector demand growth. Valentijn van Nieuwenhuijzen, head of fixed income strategy and economics at ING IM, comments: “More resilient data releases in the rest of the...

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