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Cross Asset Monthly

Equities: Über Competitive Germany

By Gina Sanchez
Aug 31, 2010 6:00:00 PM | Last Updated

After a strong shift in sentiment in July on the back of earnings reports, it seemed that nothing could get in the way of strong equity market sentiment. The EZ bank stress tests along with stronger than expected German market data seemed to be working their magic, threatening a very ugly bear rally in the midst of our underweight equity recomendation. But, alas, sentiment shifted back around the August 10 FOMC meeting in the wake of the economic reality. The S&P 500 took a hit along with markets around the world as it seemed that the[...]

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