Certificati di investimento - Cap. 5 (4 lettori)

[stefmas]

Il problema è un altro...

Rates strategist Ian Lyngen of BMO Capital Markets saw no meaningful changes in the FOMC statement.

"The most market-relevant update came in the form of the 2023 dots -- the median was increased to 5.1% from 4.6%; indicating that terminal for the cycle is 5.0-5.25%. We're reading this as 50 bp Feb and 25 bp March; alternatively, we could see three consecutive quarter-point hikes depending on how inflation evolves over the next several months. The 2024 dot was increased to 4.1% from 3.9% -- suggesting 100 bp of cuts in 2024; an increase in cuts from the prior 75 bp guidance," he said.

Mezzo punto ma prospettive di medio-lungo termine con politiche restrittive che dureranno per un bel po', con tassi che rimarranno alti.. non un bel segnale per il mercato, vediamo come reagiscono azionario e tasso fisso..

 

[valgri]

Il dot plot chart di oggi. Cominciano a comparire i primi puntini sui 5.5%

 

[NoWay]

Mezzo punto ma prospettive di medio-lungo termine con politiche restrittive che dureranno per un bel po', con tassi che rimarranno alti.. non un bel segnale per il mercato, vediamo come reagiscono azionario e tasso fisso..

Per ora buon (si fa per dire) rosso anche per i futures europei e domani pure c'è Madame Sventura...

 

[gianni76]

Il problema è un altro...

Rates strategist Ian Lyngen of BMO Capital Markets saw no meaningful changes in the FOMC statement.

"The most market-relevant update came in the form of the 2023 dots -- the median was increased to 5.1% from 4.6%; indicating that terminal for the cycle is 5.0-5.25%. We're reading this as 50 bp Feb and 25 bp March; alternatively, we could see three consecutive quarter-point hikes depending on how inflation evolves over the next several months. The 2024 dot was increased to 4.1% from 3.9% -- suggesting 100 bp of cuts in 2024; an increase in cuts from the prior 75 bp guidance," he said.

Ovviamente si stanno svegliando anche le colombe FED e iniziano a capire che sconfiggere l'inflazione è dura e lunga.
Nel 2023 ora le proiezioni degli stessi membri salgono di 0,5% e io dico che saliranno ancora (credo toccare 5,5 sia inevitabile), anche se con piccoli aggiustamenti lenti. Ovviamente la lotta con l'inflazione non sta producendo ancora gli effetti sperati e bisogna spingere ancora più del previsto...
Niente rally di Natale mi sa, almeno in america.

 

[Jsvmax79]

 

[Jsvmax79]

“Powell clearly doesn't want to explicitly guide towards 25bp, but his comments clearly cut in that direction." - Goldman trading desk

 

[Jsvmax79]

The US Senate has voted to ban TikTok from all government-issued phones, per Bloomberg.

Josh Hawley sponsored the bill, saying: “TikTok is a Trojan Horse for the Chinese Communist Party. It’s a major security risk to the US, and until it is forced to sever ties with China completely, it has no place on government devices."

 

[Jsvmax79]

Europe is weathering sky-high electricity prices this week, with some countries experiencing record day-ahead power costs, as temperatures plummet https://trib.al/neM0Zgy

 

[Jsvmax79]

Zara owner Inditex posted a 24% increase in net profit for the first nine months of its fiscal year, as price rises helped offset weakening global demand for clothing https://reut.rs/3VYRIJE

 

[Jsvmax79]