2013 Market Outlooks

• Barrons 2013 Outlook – No Negative Forecasts… (Pragmatic Capitalist, 12/15/2012)

• Ray Dalio (Bridgewater Associates): The US Economy Is Facing A Rare Set Of Circumstances That Will Be Bad For Markets (Business Insider)

• Q&A: Goldman's Jan Hatzius Explains The World's Most Important Chart, And His Big Call For The US Economy (Business Insider)

• Analyst Predictions: Here's Where The Stock Market Is Heading In 2013 (Business Insider)

• Goldman Sachs Is Predicting A Major Economic Turn To Happen In 2013 (Business Insider)

• Marc Faber: Expect Global Markets to Drop Nearly 20% (NDTV h/t The Scratist)

• Deutsche Bank: Are Equity Yields A Screaming Buy - Or Reversion To Reality? (Zero Hedge)

• Goldman's David Kostin: S&P Hits 1575 In 2013, P/E Multiples Expand, Equities Outperform Bonds, High Yield Bonds Look Attractive (CNBC)

• CitiFX's 12 Charts of Christmas (Zero Hedge)

• S&P 500 Will Drop 1.8% to 1,390 in 2013, Wells Fargo Says (Bloomberg)

• There's A New 'Most Bearish Strategist' On Wall Street  (Business Insider)

• Societe Generale Strategist Albert Edwards: Markets Fear ‘Profits Cliff,’ Not ‘Fiscal Cliff’ (CNBC, 11/14/2012)

• Albert Edwards: US Companies Are Repeating The Destructive Leveraging Practices That Led To The Financial Crisis (issuing debt to buyback stock) (Business Insider, 11/21/2012)

• Goldman Strategist Peter Oppenheimer Favors Stocks Over Bonds in 2013 (Bloomberg, CNBC/Yahoo Finance)

• Jeff Gundlach's December Webcast on Markets and the Economy (Business Insider)

• Gundlach: Further REIT Dividend Cuts ‘Almost Certain’ (Barrons)

• Richard Bernstein's 13 for 2013 (Richard Bernstein Advisors)

• 3 Charts Show That Wall Street Is Unbelievably Optimistic About Profit Margins (Business Insider)

• Secular Bear Markets - Volatility Without Return (HussmanFunds)

• Tom DeMark Sees China Index Rally as Bears Exhausted Below 1,960, Target is 2,900 on Shanghai Composite (Bloomberg)

• Morgan Stanley Makes Its 2013 Market Call, Three Big Ideas For American Investors (Business Insider)

• JPMorgan's 2013 Market Outlook via Chief U.S. Equity Strategist Thomas Lee (More Bullish On Second Half) (CNBC)

• JPMorgan's Tom Lee: Stocks Will Go Down Before Going Up In 2013 (Business Insider)
  

• JPMorgan's 2013 Fixed Income Outlook: Stick With Credit, MBS; 10Y Tsy Seen at 1.8% (Barrons)

• Barclays' 2013 Market Outlook via Chief U.S. Equity Strategist Barry Knapp (CNBC)

• Barry Knapp: Stocks Will Slump, Then Finish 2013 Strong (WSJ Market Beat)

• BofA: Stocks May Hit New High In 2013 Despite Weak Economy (CNBC NetNet, Barrons)

• Q&A: David Rosenberg on how to invest for 2013 (Globe and Mail)

• 2013 Investment Outlook - BlackRock "Slow Turn Ahead" (BlackRock)

• Russell Investments' 2013 Annual Global Outlook (Russell.com)

• The 2013 Equity Outlook: Modest Appreciation Expected, with Upside Surprise Potential (S&P Capital IQ)

• Albert Edwards: The Fiscal Cliff And Hurricane Sandy Are Smokescreens For America's Economic Problems (Business Insider)

• "Pondering Fixed Income in 2013" - talks about USTs, mREITs, and high yield bonds vs. leveraged loans (Economic Musings)

• Investors Face Big Risk Over Interest Rates: Lloyd Blankfein (CNBC NetNet)

• Banks Split on 2013 FX Outlook (WSJ)

• Danske Bank's Global Economic Outlook: The Tide is Turning (Danske Bank)

• Elliott's Paul Singer Reveals The Thing That Scares Him Most (Zero Hedge)

• Strawberry Fields – Forever? - 12/2012 Investment Outlook (PIMCO's Bill Gross)

• Kyle Bass's November 15, 2012 Investment Letter on the Yen, JGBs, Subprime MBS, Global Debt/GDP... (Zero Hedge)

• Nomura's Bob Janjuah Waves Goodbye To The Greater Fool (Zero Hedge, 11/13/2012)

• Simon Derrick, Chief Currency Strategist at BNY Mellon: Slower China Reserves Growth Seen to Hurt Euro (Bloomberg, 11/29/2012)

• U.S. Macro Outlook 2013: Poised for Liftoff (Mark Zandi, Moody's Analytics)

• US Consumers Will Rein in 2013’s Growth, Inflation, and Yields (Moody's Analytics)

• Fitch Says 2013 Outlook For French Banks is Negative (Reuters)

• S&P Sees Italy GDP Contracting in 2013, Political Risk on Reform (Reuters, FT, CNBC)

• S&P Downgrades Outlook on UK AAA Rating to Negative (FT)

• Sterling to Tumble If UK Is Downgraded: HSBC (CNBC)

• Hong Kong at Risk of Property Price Correction, IMF Says (Bloomberg)

• Australia Lifts 2013 Iron-Ore Price Forecast on China Demand (Bloomberg)