Inflation leading to sector rotation

Ben-Ami, Daniel
April 2008
Fund Strategy;4/28/2008, p10
Trade Publication
The article discusses economic development focusing on the new face of the inflation as reported by Merrill Lynch and Co. According to equity strategist at Merrill Lynch Karen Olney, the economic problem is on the American monetary policy and the staggering of supply and demand of natural resources. It states that the declining of American interest rates resulted in the worsening inflation and economic growth in some markets are in demand of scarce natural resources.


Related Articles

  • Managers flee risk in search of safe havens. Lewis, Adam // Fund Strategy;9/22/2008, p10 

    The article reports that fund managers in Great Britain are fleeing into safe havens to the expectations that global economic recession will prevail. The study by Merrill Lynch & Co. states that 48 percent of fund managers believe a global recession until 2009. According to Karen Olney, an...

  • Poll exposes cautious stance but shuns recession fear. Lewis, Adam // Fund Strategy;9/24/2007, p10 

    The article focuses on the survey conducted by the Merrill Lynch about the economic growth in Great Britain. According to the author, the survey shows that fund managers are becoming increasingly risk averse and their expectations for economic growth are deteriorating. He added that 14% of the...

  • All at sea. Hughes, Frances // Fund Strategy;1/7/2008, p14 

    The article discusses the global fund manager survey on the economic growth and corporate profits in 2008 by Merrill Lynch and Co. The survey showed that 62% of respondents expected the global economy to weaken, while 60% anticipated corporate profits to deteriorate in 2008. However, the survey...

  • Deep pessimism over growth in 2008.  // Fund Strategy;1/7/2008, p7 

    The article reports on the result of the global survey conducted by Merrill Lynch & Co. which states that there will be a slow economic growth and corporate profits for 2008. According to the article, 60% of the respondents stated that there will be a declension of net income among industries,...

  • Chinese but not cheap. Bagshaw, Steve // Supply Management;12/13/2007, Vol. 12 Issue 25, p04 

    The author reflects on the outsource production in China. First, he notes that Merrill Lynch & Co. forecasts the Chinese labour will last for only a couple more years, and annual wage increases of 15% will soon erode its cost advantage over other countries. In addition, the introduction of new...

  • Managers display deep pessimism over British economy. Ben-Ami, Daniel // Fund Strategy;4/21/2008, p10 

    The article reports on the aggressively underweight position taken by global fund managers toward British equities, according to a recent survey conducted by Merrill Lynch & Co. Concerns over economic growth and the decreasing value of sterling against other currencies contributed to the...

  • QUEST FOR INVESTMENT GRADE GATHERS PACE. Guerrero, Antonio // Global Finance;Oct2007, Vol. 21 Issue 9, p21 

    The article reports on the growth of the economy in Brazil. A Merrill Lynch emerging market investor survey found that some 50 percent of respondents said they were bullish on Brazil. Moreover, Morgan Stanley predicts that the markets will see further upside despite recent U.S. market...

  • N.J. EDA OKs $510M State-contract School Construction Bond Offering. Kaske, Michelle // Bond Buyer;5/14/2008, Vol. 364 Issue 32878, p3 

    The article reports that the Economic Development Authority (EDA) in New Jersey has approved of selling state-contract school construction bonds up to $510m through the end of December 2008. The proceeds of the contract will support infrastructure projects. The deal will be managed by Merrill...

  • Merrill aids flood victims.  // Crain's New York Business;8/2/93, Vol. 9 Issue 31, p25 

    Reports on the pledge of support given by Merrill Lynch & Co. to Midwestern flood relief. Donation made to the American Red Cross and Salvation Army.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics