The macroeconomic scenarios that characterized the market in September has changed with;
1) The arrival of the Middle East crisis and fears of a sharp rise in oil
2) 's near the roof of the 14.3 trillion of U.S. government debt (the raising of the roof is not sure thing)
3) The prices of U.S. and European markets more 'high a few months ago
4) Every week that passes is approaching QE2 end of the program and this is cause for concern
5) The ECB seems to aim for a rate hike (the market is expected to rise within a few months)
6) Inflation begins to be perceived not as an opportunity for companies, but as a problem (ie stagflation: inflation without growth)
PANORAMA OF REFERENCE IN THIS NEW STOCK MARKETS ARE CONCERNED AND WE MAY BE ENTERED IN A PHASE OF INSTABILITY '
therefore needs to be done very careful in the choice of investments
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