Titoli di Stato area Euro GRECIA Operativo titoli di stato - Cap. 1

[tommy271]

Mi riferivo alle previsioni dei greci riportate lo scorso anno, riviste poi puntualmente dopo alcuni mesi. Uno schema realistico è il seguente che comunque prevede un PIL positivo già dal 2012, cosa tutt'altro che scontata.

Facili entusiasmi generano frequentemente grosse perdite quindi attenzione alla percentuale speculativa nel proprio portfolio.

In teoria la prima inversione sul PIL la dovremmo avere verso la fine di quest'anno.
Per quanto riguarda il deficit/PIL le prime stime a fine 2010 davano il 9,9%, dalla tua tabella leggo 9.6%.
E' già qualcosa.

 

[tommy271]

PM urges Cabinet, country forward after loan deal

Papandreou warns that there is plenty more to do despite agreement for better loan terms

Prime Minister George Papandreou called an emergency Cabinet meeting on Sunday to urge more unity and focus within the government after obtaining initial approval from eurozone leaders in Brussels on Saturday for the improvement of the terms attached to Greece’s 110-billion-euro loan package.

Papandreou’s message was that the agreement was an important achievement but that there was still a lot of work to do. He also made a point of praising the Greek people for the sacrifices that they have made.

“From now on, it is up to us if the country is going to be saved and if we are going to move forward,” he said. “We are in the middle of the storm and we have to stick to our course.”

He urged opposition parties to play a constructive role in helping Greece achieve its economic targets. “It is not acceptable for the government and citizens to be struggling and for some people to tell these citizens that they are fools and they should stop making the effort,” said the prime minister.

In a message that was also aimed at his government, Papandreou said: “We need unity to be able to reach our targets.”

The premier rejected any thoughts of early elections or a Cabinet reshuffle. “These scenarios have to stop,” he said.

Papandreou called the Cabinet meeting after returning from Brussels with much of what he had sought from the eurozone leaders’ meeting. It was announced early on Saturday that Greece would have 7.5 rather than 3 years to repay the 110 billion euros, and that the interest rate would be an average of 4.2 percent rather than 5.2.

Papandreou said these adjustments would lighten Greece’s debt load by 6 billion euros. “We fought, we struggled and we made it,” said the prime minister after the long meeting. “Today’s decisions are a clear indication of the appreciation for the effort being made by the Greek people.”

Papandreou said that Greece would not have to rewrite its constitution to include a “debt brake,” nor was he forced to commit to privatize 50 billion euros worth of state assets by 2015. He insisted that the privatization program would take place but in a manner to be decided by his government and nobody else.

However, the details of the loan agreement as well as the permanent support mechanism for eurozone countries will be rubber-stamped at an EU leaders’ summit on March 24-25.

ekathimerini.com , Sunday March 13, 2011 (23:34)

***
Riunione domenicale dell'Esecutivo con la relazione di Papandreou sui risultati del Vertice.

 

[tommy271]

L'apertura dei primi mercati non è avvvenuta con il "botto".
Spread/bund stazionario intorno a 965 pb.
Qualche dato più significativo lo avremo con un'oretta ...

 

[frmaoro]

CAN Buy MOT GREECE 18 4.6 EUR 50000 61,5 14/03/11 09:02:52 42000 61,50

 

[bosmeld]

CAN Buy MOT GREECE 18 4.6 EUR 50000 61,5 14/03/11 09:02:52 42000 61,50

questo è stato un bell'acquisto

mi hai anticipato per un attimo




alla fine qualche cosa ho preso anche io. sta sera vi svelo quello che ho fatto.

ora vado in ufficio.

 

[Baro]

Aspettiamo nei prossimi giorni...ma le teste di legno delle agenzie di rating non dicono nulla ?

 

[AAAA47]

CAN Buy MOT GREECE 18 4.6 EUR 50000 61,5 14/03/11 09:02:52 42000 61,50

potresti gia' restituirle sul denaro con quasi 600 euro di gain

 

[frmaoro]

a questo punto tengo fino a 90
con questi casini in giro meglio essere prudenti e prendersi 11% annuo

 

[frmaoro]

comprare e basta occasioni inripetibili e storiche
ormai è fatta

 

[tommy271]

Lo spread è iniziato a scendere, ma lentamente.
Forse con meno forza rispetto a quello che alcuni attendevano.
Ora intorno a 944 pb.
Vediamo poi più avanti ...