von Adam Parker, Morgan Stanley's chief:
Ten trading days after the announcement of a third round of Quantitative Easing, traders are still trying to figure out the tape. Though a pullback was certainly expected after horrible durable goods data on Thursday, stocks rallied instead. Adam Parker, Morgan Stanley's chief U.S. equities strategist says investors need to wake up to reality. "Data has been softer for several weeks now," he says in the attached video. "People have been ignoring it." ISM, Retail Sales and Trade Balance figures have all been grim and Parker doesn't think there's anything Bernanke & Co. can do about it.
Im Klartext: die Leute haben die Daten ignoriert, auch die ganz schlechten Daten gestern. Also wachsam bleiben ... |