Bund Tbond and the bernakka's und trikeko's injection VM199 (4 lettori)
- Creatore Discussione gipa69
- Data di Inizio
quicksilver
Forumer storico
guarda guarda.... si parla di buffett....
(ANSA) - ROMA, 21 AGO
.............
Da segnalare i rialzi del numero uno dei mutui negli Usa
Countrywide, dopo le indiscrezioni riportate dal Wall Street
Journal secondo cui il miliardario Warren Buffett sarebbe
interessato a rilevare asset della società. Il titolo che
questo mese ha perso il 30% travolto dalla crisi dei prestiti
ipotecari e di liquidità, ora guadagna in Europa il 6% a 21
dollari.
Il mercato punta su un taglio dei tassi di interesse da parte
della Federal Reserve e ora guarda all'incontro del presidente
della Fed, Ben Bernanke, e del segretario al Tesoro Usa, Henry
Paulson, con il presidente della Commissione bancaria del Senato
Christopher Dodd, per discutere della forte instabilità dei
mercati e delle contromisure da adottare per stabilizzare la
situazione. (ANSA).
(ANSA) - ROMA, 21 AGO
.............
Da segnalare i rialzi del numero uno dei mutui negli Usa
Countrywide, dopo le indiscrezioni riportate dal Wall Street
Journal secondo cui il miliardario Warren Buffett sarebbe
interessato a rilevare asset della società. Il titolo che
questo mese ha perso il 30% travolto dalla crisi dei prestiti
ipotecari e di liquidità, ora guadagna in Europa il 6% a 21
dollari.
Il mercato punta su un taglio dei tassi di interesse da parte
della Federal Reserve e ora guarda all'incontro del presidente
della Fed, Ben Bernanke, e del segretario al Tesoro Usa, Henry
Paulson, con il presidente della Commissione bancaria del Senato
Christopher Dodd, per discutere della forte instabilità dei
mercati e delle contromisure da adottare per stabilizzare la
situazione. (ANSA).
Fleursdumal
फूल की बुराई
Bonjour a tout les bondaroles
beh si annuncia un pomeriggio movimentato
i cinesi si son mossi anche loro
alpinnn hai per caso sotto mano un sito dove si vede la periodicità degli uragani, cioè l'intervallo che intercorre mediamente tra uno e l'altro nella stagione ad hoc ? mi sa che questo è l'anno buono come due anni fa
beh si annuncia un pomeriggio movimentato
i cinesi si son mossi anche loro
alpinnn hai per caso sotto mano un sito dove si vede la periodicità degli uragani, cioè l'intervallo che intercorre mediamente tra uno e l'altro nella stagione ad hoc ? mi sa che questo è l'anno buono come due anni fa
gipa69
collegio dei patafisici
sono tutti a chiamare un taglio dei tassi.......
Economists at Lehman Brothers are calling for 25bp rate cuts in September and October. This would leave the Fed funds rate at 4.75% by the end of the year. Making the case for easing policy, Lehman says:
For a long time, we have been on the hawkish side of the economics consensus. During the Greenspan tightening we believed the markets underestimated the importance of easy financial conditions in driving Fed policy. More recently, we believed that the consensus underestimated Bernanke’s anti-inflation resolve and under-appreciated the resilience of the U.S. economy. However, the widening distress in capital markets now makes rate cuts more likely than a Fed on hold. We see two rate cut scenarios. First, if capital markets continue to sell off, there could be a replay of the 1998 scenario, in which the Fed eases to unfreeze capital markets. Second, even if the markets stabilize at current levels, the Fed may be forced to cut to offset the tightening of financial conditions. A Fed on hold no longer seems like the center of the probability distribution.
Lehman has faith in the policy makers, and taking the ‘it is always darkest before the dawn’ outlook, expects a return to a more normal economic and market conditions by the year-end.
It is important to emphasize that whether the Fed cuts or not, we see a “happy ending” to this story. While the Fed will tolerate some further market distress and soft 2% GDP growth, we are getting close to its pain thresholds. We also believe a Fed easing will work, stabilizing the markets and cushioning the blow to the economy. Outside of housing, both economic and financial fundamentals are good. History shows the Fed has a good track record of success in unfreezing markets when economic fundamentals are positive. Hence, we expect the overshooting in markets to reverse by year-end. That means a return to more normal spreads and risk premiums, but not a return to the very aggressive pricing of last year. It also implies a mild sell-off in the short end of the Treasury market, as expectations of Fed easing are ratified but the extreme safe-haven inflows end.
While we believe it will take a little longer before normal conditions are restored, like Lehman, we do are not forecasting recessionary conditions.
Economists at Lehman Brothers are calling for 25bp rate cuts in September and October. This would leave the Fed funds rate at 4.75% by the end of the year. Making the case for easing policy, Lehman says:
For a long time, we have been on the hawkish side of the economics consensus. During the Greenspan tightening we believed the markets underestimated the importance of easy financial conditions in driving Fed policy. More recently, we believed that the consensus underestimated Bernanke’s anti-inflation resolve and under-appreciated the resilience of the U.S. economy. However, the widening distress in capital markets now makes rate cuts more likely than a Fed on hold. We see two rate cut scenarios. First, if capital markets continue to sell off, there could be a replay of the 1998 scenario, in which the Fed eases to unfreeze capital markets. Second, even if the markets stabilize at current levels, the Fed may be forced to cut to offset the tightening of financial conditions. A Fed on hold no longer seems like the center of the probability distribution.
Lehman has faith in the policy makers, and taking the ‘it is always darkest before the dawn’ outlook, expects a return to a more normal economic and market conditions by the year-end.
It is important to emphasize that whether the Fed cuts or not, we see a “happy ending” to this story. While the Fed will tolerate some further market distress and soft 2% GDP growth, we are getting close to its pain thresholds. We also believe a Fed easing will work, stabilizing the markets and cushioning the blow to the economy. Outside of housing, both economic and financial fundamentals are good. History shows the Fed has a good track record of success in unfreezing markets when economic fundamentals are positive. Hence, we expect the overshooting in markets to reverse by year-end. That means a return to more normal spreads and risk premiums, but not a return to the very aggressive pricing of last year. It also implies a mild sell-off in the short end of the Treasury market, as expectations of Fed easing are ratified but the extreme safe-haven inflows end.
While we believe it will take a little longer before normal conditions are restored, like Lehman, we do are not forecasting recessionary conditions.
gipa69
collegio dei patafisici
Sul'immobiliare USA "reale" sembra che la situazione sia ancora in deterioramento...
Reuters
July foreclosures up 93 percent vs year ago: survey
Tuesday August 21, 9:21 am ET
By Patrick Rucker
WASHINGTON (Reuters) - Home foreclosures rose 9 percent in July from June and soared 93 percent from a year ago as states that once enjoyed a white-hot housing market are now seeing the greatest number of loan failures, a real estate survey reported on Tuesday.
The July foreclosures -- a tally of default notices, auction sale notices and bank repossessions -- totaled 179,599, according to RealtyTrac, an online marketplace for foreclosure properties.
Five states accounted for more than half of the country's foreclosure activity in the month and two of those -- California and Florida -- saw some of the biggest price gains during the recent housing boom.
Ohio and Michigan, two other states among top five in foreclosures in July, have seen a jump in job losses while Georgia has also suffered a high level of home losses.
The increase reversed a 7 percent drop in foreclosures seen in June. July's rate of one foreclosure for every 693 households was lower than the June pace of one filing for every 704 households, the group said.
Many states that avoided the housing boom have seen a drop in home loan failures and could now be drawing investors scorched out of other markets, James Saccacio, chief executive officer of RealtyTrac, said in a statement.
"States like Texas, South Carolina and Utah have seen slow but steady price appreciation over the past five years, making them much more attractive and affordable," he said.
Detroit, the largest city in Michigan, posted a 70 percent month-on-month increase in foreclosure activity in July. The city of roughly 871,000 reported 8,683 foreclosure filings during the month.
Six California metropolitan areas reported foreclosure rates among the nation's top 10 in July including: Stockton; Merced; Modesto; Vallejo-Fairfield; Riverside-San Bernardino and Sacramento.
Other metro regions in the top ten were Las Vegas, Atlanta and Greeley, Colorado.
Reuters
July foreclosures up 93 percent vs year ago: survey
Tuesday August 21, 9:21 am ET
By Patrick Rucker
WASHINGTON (Reuters) - Home foreclosures rose 9 percent in July from June and soared 93 percent from a year ago as states that once enjoyed a white-hot housing market are now seeing the greatest number of loan failures, a real estate survey reported on Tuesday.
The July foreclosures -- a tally of default notices, auction sale notices and bank repossessions -- totaled 179,599, according to RealtyTrac, an online marketplace for foreclosure properties.
Five states accounted for more than half of the country's foreclosure activity in the month and two of those -- California and Florida -- saw some of the biggest price gains during the recent housing boom.
Ohio and Michigan, two other states among top five in foreclosures in July, have seen a jump in job losses while Georgia has also suffered a high level of home losses.
The increase reversed a 7 percent drop in foreclosures seen in June. July's rate of one foreclosure for every 693 households was lower than the June pace of one filing for every 704 households, the group said.
Many states that avoided the housing boom have seen a drop in home loan failures and could now be drawing investors scorched out of other markets, James Saccacio, chief executive officer of RealtyTrac, said in a statement.
"States like Texas, South Carolina and Utah have seen slow but steady price appreciation over the past five years, making them much more attractive and affordable," he said.
Detroit, the largest city in Michigan, posted a 70 percent month-on-month increase in foreclosure activity in July. The city of roughly 871,000 reported 8,683 foreclosure filings during the month.
Six California metropolitan areas reported foreclosure rates among the nation's top 10 in July including: Stockton; Merced; Modesto; Vallejo-Fairfield; Riverside-San Bernardino and Sacramento.
Other metro regions in the top ten were Las Vegas, Atlanta and Greeley, Colorado.
ditropan
Forumer storico
Fleursdumal ha scritto:Bonjour a tout les bondaroles
beh si annuncia un pomeriggio movimentato
i cinesi si son mossi anche loro
alpinnn hai per caso sotto mano un sito dove si vede la periodicità degli uragani, cioè l'intervallo che intercorre mediamente tra uno e l'altro nella stagione ad hoc ? mi sa che questo è l'anno buono come due anni fa
Immagine sostituita con URL per un solo Quote: http://www.investireoggi.it/phpBB2/immagini/118770240009.jpg
... ti ho risposto di là ... ravana su histori o archive nel sito specifico degli uragani della noora.
http://www.nhc.noaa.gov/index.shtml
Fleursdumal
फूल की बुराई
cmq è un mercato intradabile ad andare short , stai sempre col patema d'animo che questi ti taglino i tassi da un momento e all'altro facendoti rimanere incastrato e squeezato
