Titoli di Stato area Euro GRECIA Operativo titoli di stato - Cap. 1 (33 lettori)
- Creatore Discussione Imark
- Data di Inizio
- Stato
sethi
Forumer storico
Sinceramente penso che siamo in un momento dove abbiamo uno shock inflattivo derivato perlopiù da fattori esterni, petrolio e materie prime e anche se abbiamo visto i primi ritracciamenti sulle materie prime il rialzo si sta anco trasferendo su semilavorati e prodotti finiti.
Il tutto è fortemente bilanciato da un rialzo della disoccupazione, per cui non credo che vedremo in europa nel breve e un inflazione preoccupante.
un ultima considerazione, nei paesi BRIC.S (sudafrica) ma sopraturro India Cina. Russia non la seguo molto (ma sembra che si stiano reimpendo la pancia di oro), dicevo in questi paesi l'ondata inflazionistica potrebbe essere più presente e forte e potrebbe esserci dell'inflazione importata dal BRIC.S al mondo occidentale.
Il tutto è fortemente bilanciato da un rialzo della disoccupazione, per cui non credo che vedremo in europa nel breve e un inflazione preoccupante.
un ultima considerazione, nei paesi BRIC.S (sudafrica) ma sopraturro India Cina. Russia non la seguo molto (ma sembra che si stiano reimpendo la pancia di oro), dicevo in questi paesi l'ondata inflazionistica potrebbe essere più presente e forte e potrebbe esserci dell'inflazione importata dal BRIC.S al mondo occidentale.
tommy271
Forumer storico
I nostri BRICS si stanno sempre più imponendo sull'economia globale rispetto al dominio del Dollaro, la penetrazione della Cina in Africa avviene su basi più paritarie rispetto alle multinazionali con scambi slegati alla moneta statunitense.
L'oro è sui massimi storici, l'oncia è calcolata sul dollaro.
Un equilibrio più paritario del commercio mondiale presuppone un diverso asset strategico mondiale.
Al momento gli USA mostrano sempre i muscoli.
sethi
Forumer storico
io ho cominciato questa mattina a coprirmo dal rischio usd con etf short usd leva 3 poca roba visti gli investimenti che ho in usd che raggiungono 12/13%......ma una situazione che ritengo ancora sotto controllo.
Mi ero dimenticato di far notare le osservazioni e dell'operatività di acurefan sulle valute basata sul reinvestimento della cedala e sul lungo periodo, che mi trovano in perfetto accordo.
Ora scappo e scusate ma temo di essere andato fuori dal tema principale.
Un saluto a tutti quanti
Mi ero dimenticato di far notare le osservazioni e dell'operatività di acurefan sulle valute basata sul reinvestimento della cedala e sul lungo periodo, che mi trovano in perfetto accordo.
Ora scappo e scusate ma temo di essere andato fuori dal tema principale.
Un saluto a tutti quanti
Ultima modifica:
tommy271
Forumer storico
Why Officials Avoid The Work Restructuring
The possibility of an uncontrollable contagion of debt crisis from Greece and Ireland into largest Euro area economies such as Spain and Italy and or Belgium continues to haunt both Euro-zone and the international monetary system.
The rather unexpected publication of S&P and Fitch estimations that the restructuring of Greek debt is not on the agenda, may hide some gloomy assessments of the sequences for Euro-zone and international banking system of a domino of defaults in major economies, following a declaration of Greek debt restructuring.
The rating agencies believe that this -25% rated- possibility is not on the agenda as the Euro-zone would jeopardize even its existence because of the debt contagion not only in Portugal and Ireland but also in Spain, Italy or even Belgium, whose bond spreads widen sharply recently.
Weekly newspaper Kefaleo reveals that the total opposition of European Central Bank against a possible restructuring of Greek debt hides the results of a simulation of such a development in the whole Euro area.
Servaas Deroose, the head of troika representatives involved in the Greek fiscal program, confirmed that Euro-zone’s biggest concern regarding the restructuring of Debt is the contagion of the crisis through the pressures in the markets, during a press conference in Belgium.
He claimed that Euro-zone has largely overcome the risk of domino effect, as the Italian and Spanish bond spreads have narrowed in recent months, with the exception of the last two weeks. According to the European Commission official, there has been a detachment of Italian and Spanish bond spreads from Greek, Irish and Portuguese, while Europe adopts a comprehensive strategy to address the problems.
Regarding Greek debt, he explained why a restructuring would work out, keeping the country out of capital markets for many years.
In this context, there is a growing discussion in Brussels about a broader political “solution”, which would commit Greece, Ireland and Portugal in a multi-year (at least five-year) Memorandum of Understanding, removing the threat of a default.
At the same time, PIMCO chief El Arian insists on a scenario of Greek debt restructuring, while Goldman Sachs recalls a statement on September 3, 2010, that it gave a “buy” rating on Greek 30-year bond with a target-price of 65 cents per cent, when the nominal value of 30-year bond was 54 cents per euro. Now, the price has fallen below 50 cents.
(capital.gr)
The possibility of an uncontrollable contagion of debt crisis from Greece and Ireland into largest Euro area economies such as Spain and Italy and or Belgium continues to haunt both Euro-zone and the international monetary system.
The rather unexpected publication of S&P and Fitch estimations that the restructuring of Greek debt is not on the agenda, may hide some gloomy assessments of the sequences for Euro-zone and international banking system of a domino of defaults in major economies, following a declaration of Greek debt restructuring.
The rating agencies believe that this -25% rated- possibility is not on the agenda as the Euro-zone would jeopardize even its existence because of the debt contagion not only in Portugal and Ireland but also in Spain, Italy or even Belgium, whose bond spreads widen sharply recently.
Weekly newspaper Kefaleo reveals that the total opposition of European Central Bank against a possible restructuring of Greek debt hides the results of a simulation of such a development in the whole Euro area.
Servaas Deroose, the head of troika representatives involved in the Greek fiscal program, confirmed that Euro-zone’s biggest concern regarding the restructuring of Debt is the contagion of the crisis through the pressures in the markets, during a press conference in Belgium.
He claimed that Euro-zone has largely overcome the risk of domino effect, as the Italian and Spanish bond spreads have narrowed in recent months, with the exception of the last two weeks. According to the European Commission official, there has been a detachment of Italian and Spanish bond spreads from Greek, Irish and Portuguese, while Europe adopts a comprehensive strategy to address the problems.
Regarding Greek debt, he explained why a restructuring would work out, keeping the country out of capital markets for many years.
In this context, there is a growing discussion in Brussels about a broader political “solution”, which would commit Greece, Ireland and Portugal in a multi-year (at least five-year) Memorandum of Understanding, removing the threat of a default.
At the same time, PIMCO chief El Arian insists on a scenario of Greek debt restructuring, while Goldman Sachs recalls a statement on September 3, 2010, that it gave a “buy” rating on Greek 30-year bond with a target-price of 65 cents per cent, when the nominal value of 30-year bond was 54 cents per euro. Now, the price has fallen below 50 cents.
(capital.gr)
tommy271
Forumer storico
French Fin Min: Greece Set On Implementing Basis For Recovery
PARIS -(Dow Jones)- French Finance Minister Christine Lagarde Friday expressed confidence in the Greek government's willingness to pull the country out of its debt crisis.
Many market observers believe the country's debt burden will have to be restructured.
"I am confident that the Greek government is determined to apply a program that constitutes the basis of a recovery of the situation," Lagarde told reporters.
PARIS -(Dow Jones)- French Finance Minister Christine Lagarde Friday expressed confidence in the Greek government's willingness to pull the country out of its debt crisis.
Many market observers believe the country's debt burden will have to be restructured.
"I am confident that the Greek government is determined to apply a program that constitutes the basis of a recovery of the situation," Lagarde told reporters.
sparviero7000
Forumer storico
815k in acquisto sulla 37 4,5% a 51,04 sul MOT
sparviero7000
Forumer storico
Manco il tempo di scriverlo e se li sono fumati.....
tommy271
Forumer storico
Un pò di denaro si comincia a rivedere.
Gli spread rimangono però sempre a livelli stratosferici ...
Gaudente
Forumer storico
probabilmente l'ultima occasione per vendere riducendo le perdite... ultima fermata prima dello sfasciacarrozze
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