Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

Bloomberg Customers

Markets & Finance

Significant Slowing for Economy in 2007

From Standard & Poor's Equity Research

Here are the notes from Standard & Poor's Investment Policy Committee meeting, held on Wednesdays.

Fundamental Outlook

Equities have performed well recently, as declining oil prices and a more benign inflation outlook are increasing investor conviction that an end to Fed tightening is emerging, in our opinion. However, with the economy slowing amidst a significant weakening in the housing market, we believe upside through yearend will be limited, as 2007 EPS visibility remains murky.

Since the market bottomed on June 13, large-cap stocks have outperformed, with the S&P 500 index up 6.1%, vs. only 4.3% and 2.9% advances for the S&P Small Cap 600 index and the S&P Mid Cap 400 index, respectively. We believe this quality rotation will continue.

S&P's Asset Allocation

blog comments powered by Disqus