Half way through the year, markets appear very different

May 31st, 2007|by Michael Ashley Schulman, Perspectives, The Big Picture, Writers|

Nearly half way through the year, the markets appear very different to most observers than they did at year end:

  • Private Equity (PE) acquisitions are achieving new records
  • Foreign central banks and wealth coffers are refocusing their US investments
  • Domestic housing and subprime mortgage woes have worsened
  • Inflation concerns are more tangible

None-the-less, our outlook for relatively strong US and […]