Monday, February 02, 2009
Five scenarios
A couple of weeks ago Morgan Stanley put out the following table outlining five scenarios for the economy in 2009, along with their assessment of the probabilities for each and suggested asset allocations. Click here or through the graphic for a more readable version.
4 Comments:
By 
, at
Mon Feb 02, 11:30:00 AM:
Morgan Stanley seems to be recommending a slow market for second homes, regardless. One thing seems certain though, and that is that, whatever happens, Barney Frank will find a way to make it worse. I didn't see any mention of that in the MS outlook!
By 
Viking Kaj, at
Mon Feb 02, 01:20:00 PM:
That market for 2d homes forecast probably does not include the new condos being made available for cheap next to the Chicago Outfit casino in Aruba for interested legislators and cabinet members.
By , at
Mon Feb 02, 01:58:00 PM:
Morgan Stanley is predicitng high odds of a lousy 2009, followed by a weak revovery in 2010, if I follow this right.
How is the spending part of the current stimulus plan going to help ... when we won't see much spending in 2009? Won't it just complicate the 2010 recovery?
Link
By Georg Felis, at
Mon Feb 02, 06:03:00 PM:
Is the S&P earnings growth on the chart adjusted for anticipated inflation in each scenario?
