Industry Summits
Top equity strategists run with winning sectors
NEW YORK (Reuters) - Investors have been nervously waiting for a market correction since a big run up began in March. But the advice from top strategists: Stick with the winners. Full Article
In Manhattan real estate, worst seen yet to come
NEW YORK (Reuters) - With apartments piling up on the market in Manhattan, isn't this the time to snap up the real estate equivalent of buying Champagne on a beer budget? Full Article
Goldman's Abby Cohen defends her forecast record
NEW YORK (Reuters) - Investors still hang on the words of Abby Joseph Cohen, the Goldman Sachs strategist whose staunch bullish calls in the 1990s made her a Wall Street legend, yet critics say she lost her touch a long time ago. Full Article
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Livelier credit market to aid U.S. bank Q2 profit
NEW YORK (Reuters) - A possible resurgence in investment banking and trading may bolster U.S. bank profits in the second quarter, but worries over consumer weakness persist, analysts said at the Reuters Investment Outlook Summit. Full Article
Strategists bracing for "recovery lite"
NEW YORK (Reuters) - The severe U.S. recession is likely to end by year-end but the recovery will be weak and leave the economy vulnerable to new shocks, according to some of Wall Streets top strategists. Full Article
Fed has breathing room on policy
NEW YORK (Reuters) - The U.S. Federal Reserve is unlikely to raise interest rates in 2009 as economic uncertainty still abounds, despite a sharp jump in bond yields that has stirred worries about rising inflation. Full Article | Video
Aussie, Canada, Brazil get thumbs up
NEW YORK (Reuters) - Incipient signs that economies worldwide are on the mend should bolster the appeal of commodity currencies such as the Australian and Canadian dollars, as well as the Brazilian real, top strategists said this week. Full Article
Portales' Kos: No Fed rate hike on tap
NEW YORK (Reuters) - Worries about a spike in U.S. inflation are overdone, and as a result the Federal Reserve is unlikely to raise interest rates for at least the rest of 2009, a former top Federal Reserve official said on Wednesday. Full Article | Video
Eastern Europe finds no love in EM rally
NEW YORK (Reuters) - Signs the world recession may be easing have investors snapping up emerging market assets -- provided, that is, the assets are not from Eastern Europe. Full Article
JPMorgan's Lee sees S&P 500 retest of '07 record
NEW YORK (Reuters) - The benchmark S&P 500 index should surge back to its October 2007 record above 1,500 by the end of 2012, provided the U.S. economy sees a V-shaped recovery, JPMorgan Chase Chief U.S. Equity Strategist Thomas Lee said on Wednesday. Full Article | Video
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What are Summits?
Reuters Summits are your direct link to top business leaders, investors and regulators. Our journalists interview heavyweights in a particular industry, spin out hard-hitting breaking news and sharp analysis that can often move markets. If you want to understand what the insiders are thinking, look for Reuters Summits. Launch Full Video
| India Investment | Nov 23 - 25 | Mumbai, Bangalore |
| Global Media | Nov 30 - Dec 3 | New York, London, Asia |
| Investment Outlook | Dec 8 - 10 | New York, London |
| Aerospace and Defense | Dec 14 - 16 | Washington, DC |
