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Microsoft Word - 08-04-11 - EOTM - Market update.docx
need for more policy tightening; and the mixed track record of low interest rates to sustainability solve structural problems. The cover of the 2011 Outlook (a printing press, out of control) expressed our concern regarding a recovery built upon a stimulus machine. I would contrast this with the cover of
Page: HOUSE_OVERSIGHT_025229 →underweight positions in Europe represent the largest regional underweights we have ever held. Will there be another recession in the US? Our friend Marty Feldstein at Harvard puts the odds at 50-50. Sell side and buy side economists missed last month’s US economic rollover by a country mile, so I am not sure how
Page: HOUSE_OVERSIGHT_025229 →On today's financial market developments
rweight positions in Europe represent the largest regional underweights we have ever held. [2] Will there be another recession in the US? Our friend Marty Feldstein at Harvard puts the odds at 50-50. Sell side and buy side economists missed last month’s US economic rollover by a country mile, so I am not sure how
Page: HOUSE_OVERSIGHT_025226 →need for more policy tightening; and the mixed track record of low interest rates to sustainability solve structural problems. The cover of the 2011 Outlook (a printing press, out of control) expressed our concern regarding a recovery built upon a stimulus machine. I would contrast this with the cover of
Page: HOUSE_OVERSIGHT_025227 →On today's financial market developments
erweight positions in Europe represent the largest regional underweights we have ever held. 12] Will there be another recession in the US? Our friend Marty Feldstein at Harvard puts the odds at 50-50. Sell side and buy side economists missed last month's US economic rollover by a country mile, so I am not sure how
Page: HOUSE_OVERSIGHT_031156 →need for more policy tightening; and the mixed track record of low interest rates to sustainability solve structural problems. The cover of the 2011 Outlook (a printing press, out of control) expressed our concern regarding a recovery built upon a stimulus machine. I would contrast this with the cover of
Page: HOUSE_OVERSIGHT_031157 →Entities connected to both Outlook and Marty Feldstein

Bill Clinton
PERSONMichael Cembalest
PERSON
Angela Merkel
PERSON
JPMorgan Chase
ORGANIZATIONMartin Weinberg
PERSON
John F. Kennedy
PERSONthe European Monetary Union
ORGANIZATION
Oliver Stone
PERSON
Don Quixote
PERSON
Bridgewater Associates
ORGANIZATIONJ.P. Morgan Securities LLC
ORGANIZATION
Bundesbank
ORGANIZATION
Cynthia Nixon
PERSON
Moody’s
ORGANIZATION
Aspen Insights
ORGANIZATION
Delaware
LOCATION
Boris Yeltsin
PERSONTrichet
PERSON