Tag Archives: AAPL

25Apr/14

-42514 – CGI Market Commentary: Eurozone Deflation Fears Overdone, US Markets Peak, AAPL fails to lift $NDX and $

Numerous Strategists and news commentaries have focused on the risk of deflation in the Eurozone. CGI’s Global Strategist Carlo Besenius discusses why deflation does not always lead to lower growth and employment. The ECB has numerous tools left to stimulate prices should they choose to in the coming months.  As CGI has stated for several weeks, the equity markets have peaked. AAPL’s rise of 8% yesterday failed to lift the NASDAQ in spite of the company’s 7.5% weighting in the index. Take profits and reduce equity market weightings, particularly in the US.

042514 CGI Market Commentary- Eurozone deflation hype, US equity markets have peaked, AAPL is proof