Below is our annual round-up of “expert” predictions. From Euroland woes to deflationary trends, there’s certainly enough to watch for on the horizon. What’s for certain is that no raging bull market is expected by anyone, to say the least. Beyond that, disagreement abounds. With no further ado:
Banks and more banks
Difficult 2012 for fixed income? - Morgan Stanley
How to trade emerging markets in 2012 – CitiGroup
2012 global strategy – Bank of America
2012 Forex shocker – Nomura Research
The 6 biggest questions of 2012 answered – Bob Janjuah, Nomura
Will 2012 Be Europe’s Minksy Moment? – PIMCO
Bob Doll – 10 predictions for 2012 – BlackRock
5 key questions for 2012 – Goldman Sachs
2012 Outlook: Sub-Par Growth – Goldman Sachs
2012 will mirror 2009 – Societe Generale
The global economy to slow in 2012 – ScotiaBank
5 important global trends to watch in 2012 – Nomura Securities
A post-stimulus economy – JP Morgan Asset Management
10 surprises for 2012 – UBS
… And the others
Top equity strategist outlooks for 2012 – Business Insider
2012 Market outlook – Ed Yardeni, Yardeni Research
2012 outlook – Jim Rogers
2012 – the year of diminished expectations – Mark Zandi, Moodys
2012 – The Year of the reckoning – Peter Schiff
Continued volatility, but no recession in 2012 – Jeff Saut, Raymond James
2012 outlook on China – The Telegraph
Sluggish growth to continue – CEO & CFO surveys
The “Doomsday view of 2012″ – Binghamton University
Recession is still coming – Lakshman Achuthan, ECRI
No way to avoid recession in 2012 – Hoisington
5 macro trends for 2012 - Council on Foreign Relations
We’d love to hear your thoughts on what this year may bring economically, politically, and otherwise!
