S&P 500 Le news di oggi

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US Bancorp profit rises, but so do charge-offs - Yahoo! Finance

Bancorp batte le stime ma i crediti peggiorano...

 

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BNYMellon meglio delle aspettative

Proprio cosi contenti i mercati non sono.. tra le punizioni Cinesi alle banche troppo creditrici, i risultati dei finanziari buoni ma non ecezionali, i dati di un weconomia in ripresa ma con fatica ed i prezzi degli indici che scontano quasi la perfezione qualcuno prima o poi chiederà conto....

 

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seduta debole ma con recupero serale di buona consistenza, personalmente non mi convince però.. ci son le trimestrali di mezzo ed è difficle andare over per cui il rischio vale la candela...

 

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This month, the Eurekahedge Report wraps up 2009 and looks at trends shaping the industry in 2010. In addition to our regular features on asset flows and performance, we have special features on North American hedge funds and key trends in Islamic funds.
The Eurekahedge Report can be accessed by our subscribers in the usual fashion. Please contact us at [email protected] for a free trial and access to this month’s report.
Highlights for the month:

• Global hedge funds delivered the best results since 2003, up 20% in 2009. Long/short equity managers also posted the highest returns in a decade, gaining 24% in 2009.

• Asia ex-Japan funds and global-investing event driven funds had their best respective years ever – both up almost 40% over 2009.

• 30% of all hedge funds climbed back above their HWMs by the end of 2009.

• Assets under management for global hedge funds currently stand at $1.48 trillion, slightly higher than $1.47 trillion in December 2008.

• We anticipate the hedge fund industry returning to US$1.75 trillion by December 2010.

Eurekahedge Indices: December 2009 Returns

Please go to www.eurekahedge.com/indices to access our fully interactive index page including benchmarking, regional and strategic breakdowns, classification by fund size, downloadable index constituents, data and statistics. Our indices are invaluable resources for investors, as well as hedge fund managers, who are encouraged to use our indices freely in their monthly performance reports.

Main Indices

Dec 2009
Est*
2009
Returns
2008
Returns​

Eurekahedge Hedge Fund Index

1.09
19.41
-11.06​

Eurekahedge Fund of Funds Index

0.65
9.77
-19.77​

Eurekahedge (Long-Only) Absolute Return Fund Index

2.98
46.68
-42.44​

Eurekahedge Islamic Fund Index

0.76
22.13
-28.48​

Regional Indices

Dec 2009
Est*
2009
Returns
2008
Returns​

Eurekahedge North American Hedge Fund Index

1.96
23.55
-8.93​

Eurekahedge European Hedge Fund Index

1.19
21.89
-20.98​

Eurekahedge Eastern Europe & Russia Hedge Fund Index

1.49
60.90
-54.54​

Eurekahedge Japan Hedge Fund Index

1.69
6.72
-10.51​

Eurekahedge Emerging Markets Hedge Fund Index

1.84
34.36
-23.03​

Eurekahedge Asia ex-Japan Hedge Fund Index

2.24
37.67
-26.62​

Eurekahedge Latin American Hedge Fund Index

1.27
26.36
-4.17​

Strategy Indices

Dec 2009
Est*
2009
Returns
2008
Returns​

Eurekahedge CTA / Managed Futures Hedge Fund Index

-1.77
2.25
18.12​

Eurekahedge Event Driven Hedge Fund Index

3.50
39.52
-18.63​

Eurekahedge Long / Short Equities Hedge Fund Index

2.02
23.43
-20.23​

Eurekahedge Relative Value Hedge Fund Index

2.66
22.71
-9.29​

Global Hedge Fund Indices by Fund Size

Dec 2009
Est*
2009
Returns
2008
Returns​

Eurekahedge Small Hedge Fund Index ( < US$100m )

1.03
19.29
-13.19​

Eurekahedge Medium Hedge Fund Index ( US$100m - US$500m )

1.02
21.13
-8.67​

Eurekahedge Large Hedge Fund Index ( > US$500m )

1.43
18.59
-3.73​

* Based on 71.54% of the funds reporting their December 2009 as at 19 January 2010.

 

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THE DAY AFTER
By Charles Payne, CEO & Principal Analyst

1/20/2010 1:26:19 PM Eastern Time


Well, we knew that the market was shaky even during yesterday's rally, which never felt convincing. By the same token, today's sell-off hasn't reached the intensity that is normally associated with a 200-point drubbing on the Dow Jones Industrial Average. I think that finally smart money is raising cash but not panicking. And, why not build cash when it seems as if everything is going to get hit whether there is good or bad company news. I happen to like when the market gets like this, although admittedly I don't like when subscribers get too nervous. The reality is at some point the market is going to have to take a hit, if it's on good earnings then I can live with that. I welcome that occurrence as it has gotten more difficult to find stocks based strictly on valuation.

The sell-off today doesn't underscore the enthusiasm that Wall Street has for the election victory of Scott Brown. Today's action, however, has much more to do with economic truths of today not the potential of nipping additional non free market principles. By the way, even though lower coal volumes hurt CSX Corp.'s (CSX) earnings results the industry could be a big winner with "41" in position to derail Cap and Trade. Health insurance providers are an obvious winner, but delays in clean coal and the anti-coal mantra from the White House could just be empty finger pointing.

Today's economic data wasn't horrendous, but sketchy. The Producer Price Index (PPI) was hotter than expected on the headline but the core was actually cooler. Housing starts were less than expected, but permits soared, and I'm not sure why outside of weather. I'm not even sure the increase is a good thing.

 

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Interessante report della CitiFx di Londra che bellissimi grafici riguardanti le più interessanti similitudini grafiche tra i vari movimento per diversi mercati. Da leggere e guardare con grande attenzione.

 

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E-bay cattivissima...

EBay earnings climb in fourth quarter - MarketWatch

 

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Starbucks positiva...

Starbucks' 1Q profit soars, beats forecasts - Yahoo! Finance

afterhours positivo ma di poco...

 

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China?s GDP Growth Accelerates to Fastest Since 2007 (Update4) - Bloomberg.com

la crescita Cinese continua segnalando il rischio di surriscaldamento.... bohhh sui prezzi è difficile, sul costo complessivo di produzione può essere...

 

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hanno cambiato idea in un attimo questi investitori.... tutti negli USA perchè la Cina si sta surriscaldando.... pazzesco....

China Losing to U.S. Among Investments of Choice (Update1) - Bloomberg.com