Titoli di Stato area Euro GRECIA Operativo titoli di stato - Cap. 1
- Creatore Discussione Imark
- Data di Inizio
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Noloss
Forumer attivo
BORSA USA, indici positivi trascinati da bancar Reuters - 12/01/2011 17:18:24 NEW YORK, 11 gennaio (Reuters) - L'azionario Usa è positivo dopo il buon esito dell'asta portoghese e sui segnali di forza nel settore bancario statunitense.
I bancari sono oggi i principali titoli trascinatori delle borse europee grazie sia alla robusta domanda dei bond portoghesi sia alle attese di una rafforzamento del fondo di salvataggio europeo.
"Abbiamo avuto buone notizie dall'Europa, un'asta (portoghese) ben accolta e, almeno fino alla chiusura delle borse europee, stiamo vendendo delle ripercussioni positive qui", ha detto Jack Ablin, responsabile degli investmenti a Harris Private Bank di Chicago.
I bancari sono oggi i principali titoli trascinatori delle borse europee grazie sia alla robusta domanda dei bond portoghesi sia alle attese di una rafforzamento del fondo di salvataggio europeo.
"Abbiamo avuto buone notizie dall'Europa, un'asta (portoghese) ben accolta e, almeno fino alla chiusura delle borse europee, stiamo vendendo delle ripercussioni positive qui", ha detto Jack Ablin, responsabile degli investmenti a Harris Private Bank di Chicago.
tommy271
Forumer storico
Banks Lead Market΄s Recovery
The expectations for the enhancement of the effective European Financial Stability Facility, along with the successful auctions of Greek and Portuguese treasury bills, helped the Greek market to recover on Wednesday, as the General Index, led by the banking sector, moved over 1430 points on a heavy turnover.
Aligned to the upward trends of European exchanges, the Greek market reacted positively in the wake of EU officials’ statements about a “comprehensive” solution against debt crisis and the significant retreat of the Greek government bond spreads. Upcoming auctions of Spanish and Italian treasury bills are expected to remain on spotlight.
"It΄s positive that we saw this sharp reaction from recent rock bottom levels, proving the bourse still has some life, but with limited trades a handful of international players can determine market performance," Anthony Christofidis, the head of ATESecurities, told Dow Jones Newswires.
"Encouraging EU comments about resolving periphery debt issues and the outperformance of bond markets really helped, but I am not entirely convinced that Athens has established a new trend because the climate is volatile and can turn around on say a rating agency downgrade", he added.
“The significant retreat of the GGB spread is expected to assist further the Athens market to correct the negative hyperbole witnessed during the start of 2011, by slightly relieving the heavy burden of the domestic banking sector”, says Pegasus Securities in a statement.
Across the board, the General Index ended at 1438.03 points, up 5.02%, moving into positive territory throughout the session. Total turnover stood at EUR27.92mn, while a total amount of 137 shares recorded profits, 127 remained unchanged and 36 declined.
Banks climbed by 8.12%, ending at 1250.29 units. Bank of Cyprus stood out, with profits of 14.66%, while National Bank, Piraeus Bank, Alpha Bank and Eurobank rose by more than 7%.
FTSE20’s Viohalco and Hellenic Telecommunications gained 8.93% and 5.93% respectively, while MIG, Mytilineos and Ellaktor posted profits of more than 6%.
(capital.gr)
The expectations for the enhancement of the effective European Financial Stability Facility, along with the successful auctions of Greek and Portuguese treasury bills, helped the Greek market to recover on Wednesday, as the General Index, led by the banking sector, moved over 1430 points on a heavy turnover.
Aligned to the upward trends of European exchanges, the Greek market reacted positively in the wake of EU officials’ statements about a “comprehensive” solution against debt crisis and the significant retreat of the Greek government bond spreads. Upcoming auctions of Spanish and Italian treasury bills are expected to remain on spotlight.
"It΄s positive that we saw this sharp reaction from recent rock bottom levels, proving the bourse still has some life, but with limited trades a handful of international players can determine market performance," Anthony Christofidis, the head of ATESecurities, told Dow Jones Newswires.
"Encouraging EU comments about resolving periphery debt issues and the outperformance of bond markets really helped, but I am not entirely convinced that Athens has established a new trend because the climate is volatile and can turn around on say a rating agency downgrade", he added.
“The significant retreat of the GGB spread is expected to assist further the Athens market to correct the negative hyperbole witnessed during the start of 2011, by slightly relieving the heavy burden of the domestic banking sector”, says Pegasus Securities in a statement.
Across the board, the General Index ended at 1438.03 points, up 5.02%, moving into positive territory throughout the session. Total turnover stood at EUR27.92mn, while a total amount of 137 shares recorded profits, 127 remained unchanged and 36 declined.
Banks climbed by 8.12%, ending at 1250.29 units. Bank of Cyprus stood out, with profits of 14.66%, while National Bank, Piraeus Bank, Alpha Bank and Eurobank rose by more than 7%.
FTSE20’s Viohalco and Hellenic Telecommunications gained 8.93% and 5.93% respectively, while MIG, Mytilineos and Ellaktor posted profits of more than 6%.
(capital.gr)
tommy271
Forumer storico
Borsa Atene: Ase chiude a +5% in scia a bancari
MILANO (MF-DJ)--L'indice Ase di Atene chiude una seduta molto mossa in rialzo del 5% a 1438 punti grazie al deciso rally del comparto bancario che ha sfruttato l'esito positivo dell'asta portoghese.
Bank of Cyprus guida i titoli bancari avanzando del 14,6%. In evidenza anche Hellenic Postbank e National che salgono rispettivamente del 9,4% e del 7,5%.
MILANO (MF-DJ)--L'indice Ase di Atene chiude una seduta molto mossa in rialzo del 5% a 1438 punti grazie al deciso rally del comparto bancario che ha sfruttato l'esito positivo dell'asta portoghese.
Bank of Cyprus guida i titoli bancari avanzando del 14,6%. In evidenza anche Hellenic Postbank e National che salgono rispettivamente del 9,4% e del 7,5%.
ficodindia
Forumer storico
Tranquilli, tranquilli.....
Io sono confidente, come ho ripetuto diverse volte, la ristrutturazione non ci sarà, teniamo quindi i nostri bond e godiamoci le cedole. Ci saranno ancora momenti difficili perchè la speculazione è li in agguato e tuttora operante. Ma non possono toglierci le nostre cedolozze ed il nominale che incasseremo alla scadenza. http://www.athensnews.gr/portal/11/36084
Io sono confidente, come ho ripetuto diverse volte, la ristrutturazione non ci sarà, teniamo quindi i nostri bond e godiamoci le cedole. Ci saranno ancora momenti difficili perchè la speculazione è li in agguato e tuttora operante. Ma non possono toglierci le nostre cedolozze ed il nominale che incasseremo alla scadenza. http://www.athensnews.gr/portal/11/36084
Ultima modifica:
tommy271
Forumer storico
"Pensarla come la maggioranza, sui mercati, non è solo visto come banale, ma come profondamente pericoloso. Una delle leggendarie dieci regole di Bob Farrell, la nona, recita che “Quando tutti gli esperti sono d’accordo nelle loro previsioni, qualcosa di diverso accade”.
Queste quattro righe di Alessandro Fugnoli, pubblicate nel suo "Il Rosso e il Nero" possono benissimo adattarsi al nostro "caso Grecia".
Ho postato tutti i "migliori" analisti, politologi, accademici: il pensiero unico lo conoscete...
Non è neanche il caso che vuole la maggior parte provenga d'Oltremare
.
Le "analisi" che fanno le conosciamo: si fanno quattro telefonate tra di loro, parlano con un giornalista che rilancia attraverso le agenzie di stampa.
Ed il gioco è fatto.
Sino a ieri (ma anche oggi) a stracciarsi le vesti: l'Euro è finito, non ci sono possibilità per l'Europa...
E' bastata qualche ora per rivoltare mercati e spread.
Cosa è cambiato dalla scorsa settimana?
Nulla, solo il "sentiment" supportato da macro positive e dalla disponibilità di Cina e Giappone per scendere a fianco del debito europeo.
Questo per dire che aldilà dell'ottimismo di oggi (ben venga però, dopo mesi bui) la guardia non va abbassata.
Il percorso è ancora lungo da affrontare, se ci sarà il sostegno europeo non è difficile ipotizzare quota 90/100 per i titoli medi (in teoria dovrebbero essere quelli che si dovrebbero apprezzare di più) magari per fine 2011.
Come non dobbiamo dimenticare che in una "congiuntura di litigiosità" potremmo fare il percorso inverso già sperimentato ad Ottobre 2010.
Queste quattro righe di Alessandro Fugnoli, pubblicate nel suo "Il Rosso e il Nero" possono benissimo adattarsi al nostro "caso Grecia".
Ho postato tutti i "migliori" analisti, politologi, accademici: il pensiero unico lo conoscete...
Non è neanche il caso che vuole la maggior parte provenga d'Oltremare
.Le "analisi" che fanno le conosciamo: si fanno quattro telefonate tra di loro, parlano con un giornalista che rilancia attraverso le agenzie di stampa.
Ed il gioco è fatto.
Sino a ieri (ma anche oggi) a stracciarsi le vesti: l'Euro è finito, non ci sono possibilità per l'Europa...
E' bastata qualche ora per rivoltare mercati e spread.
Cosa è cambiato dalla scorsa settimana?
Nulla, solo il "sentiment" supportato da macro positive e dalla disponibilità di Cina e Giappone per scendere a fianco del debito europeo.
Questo per dire che aldilà dell'ottimismo di oggi (ben venga però, dopo mesi bui) la guardia non va abbassata.
Il percorso è ancora lungo da affrontare, se ci sarà il sostegno europeo non è difficile ipotizzare quota 90/100 per i titoli medi (in teoria dovrebbero essere quelli che si dovrebbero apprezzare di più) magari per fine 2011.
Come non dobbiamo dimenticare che in una "congiuntura di litigiosità" potremmo fare il percorso inverso già sperimentato ad Ottobre 2010.
tommy271
Forumer storico
Magari un onesto insegnante di "diritto" vede più lontano di un "accademico da master" ...
.
tommy271
Forumer storico
Analysis: ECB To Push For Government Solution On Debt Crisis
FRANKFURT (MNI) - European Central Bank President Jean-Claude Trichet will likely be more cagey than ever about non-standard policy measures during Thursday's monthly press conference as political leaders finally appear ready to step up their fight against the sovereign debt crisis.
Portugal's successful bond auction may have relieved some of the pressure on Lisbon to seek an EU-IMF bailout, but speculation that it will be the next domino to fall surely has not been dispelled. The ECB's plans for further bond market interventions will thus likely be a key point of interest.
However, Trichet should not be expected to make any commitments beyond confirming that the bond buy program is ongoing. The ECB will not take pressure off governments to push ahead with fiscal solutions for fiscal problems. "Monetary policy cannot substitute for government irresponsibility," Trichet said last week.
Trichet's increasingly harsh tone shows that the central bank's patience with political leaders is running out. The ECB's message may finally have hit home: Recent public comments and leaks from authorities suggest that political leaders are preparing to drop their piecemeal approach to the crisis in favor of a more aggressive and pre-emptive solution.
"The effective lending capacity of the current European Financial Stability Facility should be reinforced and the scope of its activity widened," EU commissioner for economic and monetary affairs Olli Rehn said in a contribution to Wednesday's Financial Times. "Here we need to review all options for the size and scope of our financial backstops."
Greek Finance Minister George Papaconstantinou promised Tuesday that "we are going to be seeing in the next two months major decisions that will once and for all settle the issue of sustainability of debt in the Eurozone."
According to various press reports, those decisions could include providing aid to Portugal a la Greece and Ireland; increasing EFSF lending capacity; reducing the interest rates at which the EFSF loans money; and allowing the EFSF to issue short-term loans and buy up government bonds; and even issuing joint Eurobonds. German chancellor Angela Merkel, however, noted Wednesday that EFSF funds are "far from being exhausted," suggesting that the scope of these decisions remains uncertain.
Stronger and more flexible government support tools -- including sovereign debt purchases by the EFSF -- could eventually relieve the ECB off its highly controversial bond buying program. In this context, decisions by finance ministers and other political officials might offer a better gauge of ECB policies ahead than Thursday's press conference will.
On bank liquidity support -- closer to the ECB's core function -- Trichet is also unlikely to offer much insight into the bank's plans beyond the first quarter. The refi schedule for the first three months of the year is fixed, suggesting that the next announcement will not come before March.
Journalists will likely press Trichet on potential measures for addicted banks, since he confirmed late last year that the central bank is mulling options on that score and data from November showed that banks in Greece, Ireland, Portugal and Spain still accounted for 64% of all outstanding ECB loans.
Executive Board member Juergen Stark stressed late last month that "the solution for the persistent-bidders problem is no precondition for us to exit from the full allotment," suggesting that indeed no solution had yet been found, thus making concrete announcements on the subject unlikely at Thursday's press conference.
Stark's comment also suggests that he -- and perhaps some of the other more hawkish Council members -- may want to push ahead with a return to competitive bidding in three-month operations after 1Q 2011, even if no further progress on the addicted bank problem has been made by then.
Meanwhile, inflation in December -- at 2.2% -- exceeded the ECB's price stability target of close to but below 2% for the first time in over two years. But that will only have reminded Governing Council members of the risk that excess liquidity and cheap money could eventually pose to price stability.
For now, Trichet is likely to confirm that while near-term CPI pressures may exceed previous expectations, the price increases are mostly driven by energy and food prices and do not materially affect the medium-term outlook. After issuing new staff forecasts in December, the Council should leave its introductory statement largely unchanged this month.
Even if inflation concerns in the Eurotower remain benign for now, however, the ECB will continue to push for a government solution to the sovereign debt crisis, allowing the central bank to focus on its core mandate of price stability.
(imarketnews.com)
FRANKFURT (MNI) - European Central Bank President Jean-Claude Trichet will likely be more cagey than ever about non-standard policy measures during Thursday's monthly press conference as political leaders finally appear ready to step up their fight against the sovereign debt crisis.
Portugal's successful bond auction may have relieved some of the pressure on Lisbon to seek an EU-IMF bailout, but speculation that it will be the next domino to fall surely has not been dispelled. The ECB's plans for further bond market interventions will thus likely be a key point of interest.
However, Trichet should not be expected to make any commitments beyond confirming that the bond buy program is ongoing. The ECB will not take pressure off governments to push ahead with fiscal solutions for fiscal problems. "Monetary policy cannot substitute for government irresponsibility," Trichet said last week.
Trichet's increasingly harsh tone shows that the central bank's patience with political leaders is running out. The ECB's message may finally have hit home: Recent public comments and leaks from authorities suggest that political leaders are preparing to drop their piecemeal approach to the crisis in favor of a more aggressive and pre-emptive solution.
"The effective lending capacity of the current European Financial Stability Facility should be reinforced and the scope of its activity widened," EU commissioner for economic and monetary affairs Olli Rehn said in a contribution to Wednesday's Financial Times. "Here we need to review all options for the size and scope of our financial backstops."
Greek Finance Minister George Papaconstantinou promised Tuesday that "we are going to be seeing in the next two months major decisions that will once and for all settle the issue of sustainability of debt in the Eurozone."
According to various press reports, those decisions could include providing aid to Portugal a la Greece and Ireland; increasing EFSF lending capacity; reducing the interest rates at which the EFSF loans money; and allowing the EFSF to issue short-term loans and buy up government bonds; and even issuing joint Eurobonds. German chancellor Angela Merkel, however, noted Wednesday that EFSF funds are "far from being exhausted," suggesting that the scope of these decisions remains uncertain.
Stronger and more flexible government support tools -- including sovereign debt purchases by the EFSF -- could eventually relieve the ECB off its highly controversial bond buying program. In this context, decisions by finance ministers and other political officials might offer a better gauge of ECB policies ahead than Thursday's press conference will.
On bank liquidity support -- closer to the ECB's core function -- Trichet is also unlikely to offer much insight into the bank's plans beyond the first quarter. The refi schedule for the first three months of the year is fixed, suggesting that the next announcement will not come before March.
Journalists will likely press Trichet on potential measures for addicted banks, since he confirmed late last year that the central bank is mulling options on that score and data from November showed that banks in Greece, Ireland, Portugal and Spain still accounted for 64% of all outstanding ECB loans.
Executive Board member Juergen Stark stressed late last month that "the solution for the persistent-bidders problem is no precondition for us to exit from the full allotment," suggesting that indeed no solution had yet been found, thus making concrete announcements on the subject unlikely at Thursday's press conference.
Stark's comment also suggests that he -- and perhaps some of the other more hawkish Council members -- may want to push ahead with a return to competitive bidding in three-month operations after 1Q 2011, even if no further progress on the addicted bank problem has been made by then.
Meanwhile, inflation in December -- at 2.2% -- exceeded the ECB's price stability target of close to but below 2% for the first time in over two years. But that will only have reminded Governing Council members of the risk that excess liquidity and cheap money could eventually pose to price stability.
For now, Trichet is likely to confirm that while near-term CPI pressures may exceed previous expectations, the price increases are mostly driven by energy and food prices and do not materially affect the medium-term outlook. After issuing new staff forecasts in December, the Council should leave its introductory statement largely unchanged this month.
Even if inflation concerns in the Eurotower remain benign for now, however, the ECB will continue to push for a government solution to the sovereign debt crisis, allowing the central bank to focus on its core mandate of price stability.
(imarketnews.com)
g.ln
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