Pragmatic Capitalism

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It’s that time of year when investors are prepping for the new year and economists and advisors are offering their full year perspectives.  I tend to think that full year macro and micro outlooks can be misleading since I don’t believe in the ability to accurately forecast the economy 12 months in advance, but these sort of reports can certainly help one in generating a macro perspective and strategic approach.  The following is a broad array of macro outlooks and strategic approaches to the markets in 2012.  Enjoy.

Macro Outlooks and Predictions

Predictions are hard, especially about the future….

Top equity strategist outlooks for 2012 –  Business Insider

Difficult 2012 for fixed income?   –  Morgan Stanley

How to trade emerging markets in 2012 – CitiGroup

2012 global strategy – Bank of America

2012 Market outlook – Ed Yardeni, Yardeni Research

10 surprises for 2012 – UBS

Recession in 2012?  Flip a coin – SF Fed

2012 Forex shocker – Nomura Research

Will 2012 Be Europe’s Minksy Moment?  – PIMCO

2012 outlook – Jim Rogers

5 key questions for 2012 –  Goldman Sachs

2012 – the year of diminished expectations – Mark Zandi, Moodys

2012 Global outlook – Morgan Stanley

2012 – The Year of the reckoning – Peter Schiff

The 6 biggest questions of 2012 answered – Bob Janjuah, Nomura

Richard Bernstein’s favorite picks for 2012

Bob Doll – 10 predictions for 2012 – BlackRock

Will the shorter business cycle lead to recession in 2012?  –  Deutsche Bank

Continued volatility, but no recession in 2012 – Jeff Saut, Raymond James

5 Consumer challenges heading into 2012 – Gluskin Sheff

2012 outlook on China – The Telegraph

Forecasting Italy’s Borrowing needs in 2012 – Sober Look

The three recession risks – Credit Suisse

Europe to double dip in 2012? – Capital Economics

Sluggish growth to continue –  CEO & CFO surveys

The “Doomsday view of 2012” – Binghamton University

Eurozone debt redemptions will force Europe to act in 2012 –  Credit Agricole

Depression will lead to collapse of the Euro – Felix Zulauf

Recession is still coming – Lakshman Achuthan, ECRI

No way to avoid recession in 2012 –  Hoisington

2012 will mirror 2009 –  Societe Generale

The global economy to slow in 2012 – ScotiaBank

5 important global trends to watch in 2012 – Nomura Securities

Moderate economic expansion to continue – FedEx Corp

The risk of recession has come down – Goldman Sachs

Still no recession in the foreseeable future, but a balance sheet recession – Cullen Roche

Growing signs of a disinflationary 2012?  –  Cullen Roche

The 2012 earnings outlook –

5 macro trends for 2012  – Council on Foreign Relations

Strategy, Risks & Top Trades for 2012

Bridgewater – buy treasuries and gold, sell stocks…

7 Calls for 2012 – Nomura Securities

15 surprises for 2012  – Doug Kass

A bullish outlook for gold in 2012 – Deutsche Bank

House prices to drop 30% in 2012?  –  RBC

8 Risks to equity markets in 2012 – Morgan Stanley

10 outrageous predictions for 2012 – Saxo Bank

4 risks in 2012 – Bank of America

Oil to rally again in 2012  – CitiGroup

10 market risks in 2012 – Nomura

2012 is shaping up to be a good year for equities – David Kotok

Stay in the equity game – PNC

The Dow:Gold ratio will hit 1:1 – Bob Janjuah, Nomura

10 for 2012 – Byron Wien, Blackstone

Gold is the ultimate bubble and could be on the verge of massive bear market – George Soros

2012 investing outlook – Kiplinger

How to invest in 2012 – JP Morgan

Oil prices just can’t fall much –  Barclays

Europe’s banks are insolvent – Michael Platt

Credit strategy 2012 – CitiGroup

2 bullish drivers for 2012 – Credit Suisse

Morgan Stanley 2012 commodities outlook – Morgan Stanley

6 reasons to remain bullish –  Jeff Saut, Raymond James

The 2012 commodities outlook – Diapason Commodities

Is QE3 on the way?  –  Cullen Roche

Still long gold and copper – Goldman Sachs

A sober look at natural gas – Sober Look

5 Investment themes for 2012 – Richard Bernstein

The consensus gold outlooks – Zero Hedge

7 investment ideas for 2012 – David Rosenberg, Gluskin Sheff

5 Risks heading into 2012 – David Rosenberg, Gluskin Sheff

Key Euro Crisis milestones ahead – DJ FX Trader

5 reasons to overweight the UK relative to EMU – Goldman Sachs

Top trades for 2012 – Goldman Sachs

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