Titoli di Stato area Euro GRECIA Operativo titoli di stato / 2
m.m.f
Forumer storico
agosto 2018 ovvero la fine del programma se ci rifletti sono 12 mesi...il qe come fattomi notare questa mattina se ci sara,sara perche conviene a tutte le parti diversamente solo per il fatto che sarebbe un aiuto indiretto ai greci possiamo scordarcelo.
Tsypras ha palesemente comunque confermato che quanto gli viene adosso riguarda il loro atteggiamento nel 2015 .
Auspichiamo che non abbia nel durante qualche altra bella idea come lo scorso dicembre...
FNAIOS
Aò
Io sto cercando di farmi un obiettivo per rientrare. Ma come al solito con la Grecia è difficile. Vediamo nei prossimi giorni.
Owblisky
Compravendite mobiliari
Per me gli impanicati hanno già venduto, e di vendite vere ne vedremo poche nei prossimi giorni.
La possibilità di avere prezzi migliori per rientrare potrebbe esserci se i big che stanno accumulando provano a pescare in basso abbassando la lettera, ma roba di poco, imho.
Vespasianus
Princeps thermarum
The odyssey of Greece and its economic crisis has taken a positive turn in recent months, and hedge funds are among those reaping the rewards.
Once the epicenter for the euro region’s debt turmoil, Greece is now the top beneficiary of improved sentiment on Europe. The nation’s stock market has a 23 percent return so far this year -- the developed world’s best performer and twice the gain for the global benchmark. Similarly, its bonds are trouncing others in fixed-income markets.
Besides benefiting from global flows into a euro-region economy that’s on the mend and freeish -- for now -- of political risk, Greece is in talks with European officials over debt relief. While no deal was reached this week, further work is planned in coming weeks -- potentially paving the way for Greek debt inclusion in the European Central Bank’s bond-buying program.
“At the moment everything in Greece is going exactly in the right direction,” said Mark Dowding, a London-based fund manager at BlueBay Asset Management LLP, a hedge fund that invests in public and private debt markets and oversees $55.5 billion. “We remain pretty encouraged. We have a significant position and we continue to run that risk.” He topped up a position in longer-dated bonds earlier this year.
These charts highlight some of stellar performance in Greece’s stock and bond markets:
Greece is top ranked among 24 developed stock markets tracked by Bloomberg this year. The Athens Stock Exchange General Index’s 23 percent surge compares with less than 10 percent for both the MSCI All-Country World Index and Stoxx Europe 600 Index.
The bond market has flashed optimism about Greek prospects of getting a deal with the Troika of the International Monetary Fund, the ECB and the European Union -- with no major debt payment due until July. The premium on Greek 10-year notes over comparable German debt has shrunk to a three-year low.
The potential for the rally in asset prices to unravel is too great a risk to some, with prospects for the debt-relief agreement still a question mark.
“We don’t think Greek stocks are appealing at this stage,” said Atul Lele, chief investment officer of Nassau, Bahamas-based Deltec International Group, which has about $5.5 billion in assets under management and advice. “There’s still a great deal of uncertainty regarding the ability for Greek policymakers to bring the economy to a sustainable level in terms of debt serviceability. And there are more attractive relative opportunities elsewhere, especially with the European economic expansion now firmly on track.”
As this chart shows, Greece has slipped back into recession:
Even so, waning concern about Greece is apparent in the gap between its shorter-dated debt and longer-maturing notes, as this chart shows:
“If debt relief proves real, further narrowing of spreads between Greek bonds and bunds is possible,” said Benjamin Schroeder, Amsterdam-based strategist at ING Groep NV. “But I’d be a bit skeptical.”
(BBG)
Once the epicenter for the euro region’s debt turmoil, Greece is now the top beneficiary of improved sentiment on Europe. The nation’s stock market has a 23 percent return so far this year -- the developed world’s best performer and twice the gain for the global benchmark. Similarly, its bonds are trouncing others in fixed-income markets.
Besides benefiting from global flows into a euro-region economy that’s on the mend and freeish -- for now -- of political risk, Greece is in talks with European officials over debt relief. While no deal was reached this week, further work is planned in coming weeks -- potentially paving the way for Greek debt inclusion in the European Central Bank’s bond-buying program.
“At the moment everything in Greece is going exactly in the right direction,” said Mark Dowding, a London-based fund manager at BlueBay Asset Management LLP, a hedge fund that invests in public and private debt markets and oversees $55.5 billion. “We remain pretty encouraged. We have a significant position and we continue to run that risk.” He topped up a position in longer-dated bonds earlier this year.
These charts highlight some of stellar performance in Greece’s stock and bond markets:
Greece is top ranked among 24 developed stock markets tracked by Bloomberg this year. The Athens Stock Exchange General Index’s 23 percent surge compares with less than 10 percent for both the MSCI All-Country World Index and Stoxx Europe 600 Index.
The bond market has flashed optimism about Greek prospects of getting a deal with the Troika of the International Monetary Fund, the ECB and the European Union -- with no major debt payment due until July. The premium on Greek 10-year notes over comparable German debt has shrunk to a three-year low.
The potential for the rally in asset prices to unravel is too great a risk to some, with prospects for the debt-relief agreement still a question mark.
“We don’t think Greek stocks are appealing at this stage,” said Atul Lele, chief investment officer of Nassau, Bahamas-based Deltec International Group, which has about $5.5 billion in assets under management and advice. “There’s still a great deal of uncertainty regarding the ability for Greek policymakers to bring the economy to a sustainable level in terms of debt serviceability. And there are more attractive relative opportunities elsewhere, especially with the European economic expansion now firmly on track.”
As this chart shows, Greece has slipped back into recession:
Even so, waning concern about Greece is apparent in the gap between its shorter-dated debt and longer-maturing notes, as this chart shows:
“If debt relief proves real, further narrowing of spreads between Greek bonds and bunds is possible,” said Benjamin Schroeder, Amsterdam-based strategist at ING Groep NV. “But I’d be a bit skeptical.”
(BBG)
FNAIOS
Aò
E staremo un po' a vedere...
Ventodivino
מגן ולא יראה
Ma una statua equestre a Tsipras l'avete eretta ?
Vespasianus
Princeps thermarum
Ventodivino
מגן ולא יראה
Bella.
(simile al Gattamelata)Ora manderei Tommy in vacanza (meritata) da Abulico per un mesetto.
Basterà , per monitorare la situazione, guardare se il Nostro accuserà psicosomatici sfoghi di herpes.
FNAIOS
Aò
Bella.
Ora manderei Tommy in vacanza (meritata) da Abulico per un mesetto.
Basterà , per monitorare la situazione, guardare se il Nostro accuserà psicosomatici sfoghi di herpes.
Tserpes
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