German Stocks Advance as Economic Confidence Increases – Bloomberg 02-27-13

Salient to Investors:

Benoit Peloille at Natixis said the Italian elections raise the risk that reforms underway may be blocked, but stocks remain fundamentally attractive – the only asset class that has not yet benefited from the abundance of liquidity.

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Dow Average Erases Post-Election Drop as Treasuries Fall – Bloomberg 12-11-12

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Paul Ballew at Dun & Bradstreet said the bigger question is that after four years of aggressive monetary policy, whether or not anything else will really make a material difference on the direction of the recovery.

The ZEW Center for European Economic Research said its index of investor and analyst expectations rose to 6.9 from minus 15.7 in November, beating the minus 11.5 forecast in a Bloomberg survey of 38 economists. Jerome Forneris at Banque Martin Maurel said the German data is closely followed by investors as Germany is the locomotive of Europe.

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German Stocks Drop as Chinese Shares Fall; Daimler Slips – Bloomberg 10-08-12

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Markus Huber at ETX Capital said whenever China shares fall, German carmaker shares fall because China is one of the most important markets.

The World Bank said growth in developing East Asia, which excludes Japan and India, will fall to 7.2 percent, the slowest pace since 2001, from 8.3 percent in 2011.

The unexpected rise in German exports indicates Europe’s largest economy is weathering the sovereign debt crisis.

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Beyond Wall St., Curbs on High-Speed Trades Proceed – The New York Times 09-26-12

Salient to Investors:

Germany advanced legislation that would force high-speed trading firms to register with the government and limit their ability to rapidly place and cancel orders. The European Commission agreed on even broader rules for all of the EU if governments also give their approval.

Celent estimates high-speed trading accounts for 30 percent of all trading in Australia stocks versus 65 percent in the US. Australia intends to bring computer-driven trading firms under stricter supervision.

Michael Aitken at the Capital Markets Cooperative Research Center said the push for regulation in Australia and much of the rest of the world has been driven by hysteria rather than evidence based policy.

Canada has increased the fees it charges firms that flood the market with orders, and in October will curtail the growth of dark pools that have proliferated in the United States.

Near 15 percent of all American stock trading occurs in dark pools.

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German Stock Ownership Highest Since 2007 as Yields Fall – Bloomberg 09-07-12

Salient to Investors:

More Germans have bought equities the most in five years due to inflation rising and less security and stability in bonds because of concerns surrounding Portugal, Italy, Greece and Spain – Germans traditionally loved government bonds. Share ownership declined almost every year in the decade through 2011.

Economist forecasts compiled by Bloomberg predict Germany will avoid the euro-area recession.

DAI Director Franz-Josef Leven said more and more people see they have to invest part of their income to have additional income when they are old

Germany discourages investing in real estate – buy-to-let investors who sell a property within 10 years of the purchase date facing punitive taxes.

German investors trade on social network websites, copying investment decisions made by the best-performing users.

Daniel Weston at Schroeder Equities said continuing affluence and relatively low unemployment mean Germans will keep taking more risks with their investments.

The median of 17 economists forecast Germany will grow 0.5 percent this quarter and 0.9 percent in Q4 2012.

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