The US government needs to make a decision on whether to raise its debt limit to fend off rating agencies in the light of Japan's downgrade, according to OMAM's head of fixed income Stewart Cowley.
PIMCO bond guru Bill Gross has warned the debate on the US debt limit between Congress and Barack Obama's administration will cause treasuries to fall.
There will be a surge of M&A activity in the US this year as the economic recovery gathers pace, says PSigma's James Abate.
Neptune's head of US equities Felix Wintle has doubled the financials exposure in his £667m US Opportunities fund and is preparing to take his long-term underweight to the sector to neutral.
Financial stocks could deliver over 25% of the earnings growth of America's leading index over the next 12 months, says Bill Miller, the chairman of Legg Mason Capital Management.
Facebook will disclose extensive financial information or go public by early 2012 following a $2bn private fund-raising which values the social networking site at $50bn, according to reports.