Markets am: Earnings and QE support stocks, Rough ride in store ...

 
 
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Monday October 21 2013
 
 
Markets
 
Earnings and QE support stocks
 
Markets remain positive on the back of bets that the US Fed will continue its monetary stimulus until December and beyond
 
 
 
Rough ride in store for EM currencies
 
For vulnerable economies the pace of foreign exchange reserve drawdowns will increase, and investors will need to watch where buffers are dwindling
 
 
Rate risk hangs over small bond investors
 
A survey of 30,000 US adults this year found that only 28% could correctly answer the question: 'If interest rates rise, what will typically happen to bond prices?'
 
 
Oil traders ponder Iran's return
 
A rapid return of Iranian barrels could push Brent below $100 a barrel and force Opec countries to confront the US shale revolution
 
 
Alcoa attacks 'short-sighted' LME
 
One of the world's largest aluminium producers has attacked the London Metal Exchange as "misguided" and called on regulators to intervene
 
 
Terra Firma launches £1bn Infinis IPO
 
The private-equity owned British power company is
 
 
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Video
 
Stocks: from hope to expectation
 

Europe's equity cycle is moving out of the 'hope' phase and into a slower but longer 'growth' period, says Peter Oppenheimer, Goldman Sachs' chief global equity strategist. He explains to John Authers the opportunities – and risks – that this offers.

 
 
 
 
 
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