Dear Reader,
The eurozone grew a mediocre 0.3% quarter on quarter in the fourth quarter of 2014. I still expect 'periphery'(Spanish, Italian, Portuguese, Irish etc.) eurozone government bonds to sell off and their yields to rise in 2015.
US stocks should fall more than 20% from the current levels of the S&P 500. EUR/USD should target 1.05 in 2015. Mid-to-large cap oil companies and base metals producers look good value plays in the next 3-4 years.
Chinese and India equities look like good value plays for the next 2-3 years. Eurozone stocks(DAX, CAC, FTSE MIB) should sell off at least 20% from the current levels.
US treasuries yield should rise in 2015. The 10 US treasury yield can target 2.5% in 2015.
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Conflicts of interest: I may possess some of the securities or currencies mentioned in the blogpost and posts on social networks(Twitter, LinkedIn etc.)!
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