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A lot of the European equities we think are incredibly cheap,

Eastern Europe, emerging Europe, we think are wonderful buying opportunities.

I think there are some signs, some early

signs that manufacturing is rebounding including in the US. An investment outlook

beyond three or four years to me is more like a religion or a philosophy

than a forecast. Bloomberg surveillance your link to the world of economics,

finance and investment on Bloomberg Radio.

Good morning, Michael McKee and Tom King.

Good morning, Global Wall Street.

In a moment, the interview of the day for Global Wall Street,

Charles Peabody will join us on Portalis Partners as we begin a most

ugly earning season. He has been way out front coming up Peabody on the challenges of Global Wall Street of course for

those of you listening to us in London. Numera out with that announcement

this morning

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