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Wednesday, December 16, 2009

Time for the "surprises" for 2010

Morgan Stanley had a bunch of surprises yesterday:

A stronger dollar, the outperformance of Big Pharma, and a fiscal crisis in the U.

And then these surprise possibilities
  • late cycle credit crunch
  • mew commodity spike
  • bond yields going down
  • country-specific political risks in Europe


That's the Reader's Digest version of the 72 pages--but its a worthwhile read.

Key Surprises for 2010 - Europe                                                                                                                                                       

UBS chimes in with their 10 surprises also:


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