A rosy picture for global stocks on Wednesday as bullish outlooks from tech giants Intel and ASML fueled optimism that global consumer demand is picking up. Experts told CNBC a bubble in Treasurys may be forming and that the dollar will remain weak for some time.
How to Invest Going Forward
Be selective about your investments going forward, as the next part of the move will be tricky when the real pros come out to play, says Scott Redler, chief strategic officer at T3Live.com.
US Treasurys in Bubble Territory
Inflation is building up progressively but that has not been priced in by the bond market, says Thierry Apoteker, CEO founder and chief economist at TAC Financial.
Dollar to Remain Weak
The U.S. dollar will remain structurally and fundamentally weak for the next year, says Ray Attrill, global head of research at Forecast Australia.
Euro Stands to Gain the Most from Weak USD
The euro will be the main benefactor from a weakening U.S. dollar, says Jim Vrondas, manager of corporate business at OzForex.
Gold a Bad Investment to Hold
Gold will get dangerous when rates start turning up in a year or two, as it becomes expensive to hold the non-income producing asset, says Jim McCaughan, president and CEO of Principal Global Investors.
Worst Over for Rio
Rio Tinto is likely to upgrade its guidance on production, says Warren Gliman, MD & head of Asia Pacific region at CIBC World Markets.
Eye on Q3 Earnings
The third-quarter earnings season will probably deliver a mixed bag of results, says Stuart Bennett, senior European economist at Calyon.
Are Intel Results Reflective of Sector?
Jeff Embersits, CIO of Shareholder Value Management says Intel's results are not reflective of the industry. He tells CNBC that Dell and HP's earnings due in November are unlikely to paint as rosy a picture.
China's Domestic Growth Good for Techs
China's domestic demand is clearly developing faster than expected and that bodes well for Asia’s tech sector, says Uwe Parpart, chief economist and Asian strategist at Cantor Fitzgerald.
Value in Healthcare
Ron Cameron, senior analyst at Ord Minnett tells CNBC that he sees value in healthcare stocks.
Investing in Media Stocks
Media companies in Australia have been through a cyclical downturn, says Greg Fraser, senior industrials analyst at Fat Prophets. He speaks to CNBC about investing in media stocks.