Bund, TBond e i Dannati del carry trade. (VM 91) (1 Viewer)
- Creatore Discussione masgui
- Data di Inizio
giomf
Forumer storico
dan24 ha scritto:
STRANO . .POCO FA . .qui . . http://it.biz.yahoo.com/attualita/asia1.html
Shangai era aggiornata solo al 25/05 . . .
. .
( pensavo fosse chiusa )
gipa69
collegio dei patafisici
Commento incentrato sui mercati emergenti di merril Lynch ma che da un quadro completo della situazione macro.
In the first half of the bull market (Oct 2002 to May 2006), global growth was strong, led by the United States. A falling US dollar boosted commodity prices and liquidity (as appreciating currencies in EM allowed interest rates to fall). EPS in EM rose sharply, and asset price returns were very strong with deep value commodity-sensitive sectors such as energy leading the way. In fact, the four global cyclical sectors (energy, materials, tech and consumer discretionary) contributed 56% of the total returns in all emerging markets between Oct 2002 and May 2006.
In the second half of the bull market (which we believe began in June 2006), emerging economies are likely to spend more of their savings to fund strong domestic economic activity. EPS should become less dependent on G7 demand. Domestic demand themes such as the consumer and infrastructure spending should wrestle leadership within the equity market away from the commodity cyclical and export groups. Returns should be positive, just less dramatically so, and domestic demand stocks should assume leadership. Micro drivers and the ability to deliver EPS likely will grow in importance, as should leverage in the corporate sector
In the first half of the bull market (Oct 2002 to May 2006), global growth was strong, led by the United States. A falling US dollar boosted commodity prices and liquidity (as appreciating currencies in EM allowed interest rates to fall). EPS in EM rose sharply, and asset price returns were very strong with deep value commodity-sensitive sectors such as energy leading the way. In fact, the four global cyclical sectors (energy, materials, tech and consumer discretionary) contributed 56% of the total returns in all emerging markets between Oct 2002 and May 2006.
In the second half of the bull market (which we believe began in June 2006), emerging economies are likely to spend more of their savings to fund strong domestic economic activity. EPS should become less dependent on G7 demand. Domestic demand themes such as the consumer and infrastructure spending should wrestle leadership within the equity market away from the commodity cyclical and export groups. Returns should be positive, just less dramatically so, and domestic demand stocks should assume leadership. Micro drivers and the ability to deliver EPS likely will grow in importance, as should leverage in the corporate sector
Fleursdumal
फूल की बुराई
dan24 ha scritto:Image Replaced With URL For Only One Quote MOD: http://www.investireoggi.it/phpBB2/immagini/1180173217screenhunter_013.jpg
adesso mi son rotto le balle
addio
Bonjour a tout les bondaroles
stiqazzi -2000
ma da che anno parte? l'asse temporale manca ciuccione 
grassie , quasi quasi li salviamo in un 3d dedicato
ferny collabora cribbio o ti ciuliamo la rossa
dan24
Forumer storico
Fleursdumal ha scritto:Bonjour a tout les bondaroles
stiqazzi -2000
grassie , quasi quasi li salviamo in un 3d dedicato
ferny collabora cribbio o ti ciuliamo la rossa
e ce l'ho pure scritto....dal 94 me pare...
cmq....se fernando mi grazia di dirmi come farlo su metastock non mi sto a rompe le balle con excell...e potrei pure tirarci fuori anche altri studi su possibili spread trading...