William Gross schreibt heute in der Londoner Financial Times unter dem angegebenen Titel:

As stock markets rise on optimistic workout developments [of the monoliners], it is clear that it is – in the short run. But … the sense of stability imparted to an oligopolistic industry with visible flaws is not likely to last, nor may the hope for a return to economic growth of recent years. … Neither ultra-low interest rates or tax rebates, nor investor-led and authority-based monoline bailouts are likely to change that significantly during the next few years.

David Rosenberg schreibt in “The Market Econmist”, Merrill Lynchs weekly guidebook for the global investor: It will likely take years before we can actually put the Humpty-Dumpty economic back together again.

Helmut Wüllenweber