samantaao
Forumer storico
per prendere un 4% oltre al rischio cambio e tassi ci devi aggiungere pure il rischio emittente... motivi per cui non mi sono mai avventurato in tali ricerche
mi dispiace ma non ti so aiutare
Tassi di cambio (valute) Monitor Dollaro-Euro (1 Viewer)
- Creatore Discussione Maino
- Data di Inizio
per prendere un 4% oltre al rischio cambio e tassi ci devi aggiungere pure il rischio emittente... motivi per cui non mi sono mai avventurato in tali ricerche
mi dispiace ma non ti so aiutare
Imark
Forumer storico
Mazzalai dice
'Il mio pensiero è sempre stato chiaro, nessuna possibilità di assistere ad un crollo della moneta americana, ma ad una lenta discesa progressiva, non prima di aver assistito ad un ritorno di fiamma, in seguito alla seconda ondata della crisi, prevista dalle mie mappe nautiche per il prossimo anno. L'ultimo segnale è chiaro, il dollaro non ha alcuna intenzione di abbandonare lo scettro di moneta rifugio. Basterebbe dare un'occhiata all'imponente volume di transazioni commerciali e finanziarie regolate ancora in dollari per comprendere come alcune recenti considerazioni si sono basate sostanzialmente sulle paure di debiti pubblici fuori controllo.'
pur condividendo la maggiore probabilità di una 'lenta discesa progressiva' sono più aperto di lui a possibilità per enormi ridimensionamenti di 'scettro di moneta rifugio' e 'imponente volume di transazioni commerciali e finanziarie regolate ancora in dollari'
mi sa tanto che ti diverti nel ruolo di osservatore neutrale dei tifosi contrapposti
Nella parte in grassetto mi ci ritrovo ... per il resto, occorrerà anche vedere se l'euro resterà forte ... sulla debolezza del dollaro, dipenderà anche dall'approvazione della nuova legge USA sugli strumenti ed operatori finanziari che preclude la possibilità di futuri salvataggi con il denaro dei contribuenti... vediamo cosa approverà il senato (la camera USA ha già approvato un proprio disegno di legge) e quale sarà la versione di sintesi fra i due testi...
Tifo non ne faccio, voglio solo pacatamente invitare tutti ad osservare gli eventi e a dare opinioni, ma senza professioni di fede su come andrà...
lenry
Nuovo forumer
sperem
Imark
Forumer storico
Dal Financial Times online di oggi...
Fewer short positions bode well for dollar
By Peter Garnham
Published: December 14 2009 13:22 | Last updated: December 14 2009 13:22
Investors have cut their bets against the dollar drastically amid growing speculation that the currency’s downward trend might have run its course.
Figures from the Chicago Mercantile Exchange, often used as a proxy of hedge fund activity, showed investors cut their net short positions in the dollar from 172,367 contracts on December 1 to 107,284 contracts on December 8.
The 22 per cent fall in bets against the dollar, which had a notional value of $9.8bn, was by far the biggest weekly positioning shift of 2009, and the largest since July 2008.
The reason for the drop was the US employment report on December 4, which revealed much better than expected figures.
This sparked speculation that the Federal Reserve would end its ultra-loose monetary stance sooner than expected, and sent the dollar index, which tracks its progress against a basket of six leading currencies, up 2.1 per cent between December 4 and December 8.
The positioning shift was the result of a massive reduction in long positions in the yen, Swiss franc and euro against the dollar.
Indeed, net speculative positions in the euro against the dollar turned negative for the first time in eight months.
The reversal came as the euro slipped from above $1.50 to just above $1.47 against the dollar. It also occurred amid increasing concern about the fiscal situations of certain eurozone members, including Greece, Portugal and Spain.
Since December 8, the dollar has continued to climb against the euro, hitting a two-month high against the single currency last Friday, as US retail sales came in stronger than expected and fears continued to escalate over the health of government finances on the periphery of the eurozone.
Hans Redeker at BNP Paribas said the conclusion he drew from recent developments was not if to buy the dollar but when to move into long dollar positions.
He said the Fed’s approach of quantitative easing had helped broad areas of the US economy, while the European Central Bank’s liquidity provisions were only aimed at smoothing stresses in the money market.
This, he said, should allow the Fed to start raising interest rates sooner than the ECB as growth in the US outstripped that in Europe.
“We still have our reservations about selling the euro ahead of the year-end as we expect coupon, dividend and profit repatriation to work in favour of the single currency against the dollar,” said Mr Redeker.
“But, once the year-end has passed, the euro is set to collapse against the dollar.
Fewer short positions bode well for dollar
By Peter Garnham
Published: December 14 2009 13:22 | Last updated: December 14 2009 13:22
Investors have cut their bets against the dollar drastically amid growing speculation that the currency’s downward trend might have run its course.
Figures from the Chicago Mercantile Exchange, often used as a proxy of hedge fund activity, showed investors cut their net short positions in the dollar from 172,367 contracts on December 1 to 107,284 contracts on December 8.
The 22 per cent fall in bets against the dollar, which had a notional value of $9.8bn, was by far the biggest weekly positioning shift of 2009, and the largest since July 2008.
The reason for the drop was the US employment report on December 4, which revealed much better than expected figures.
This sparked speculation that the Federal Reserve would end its ultra-loose monetary stance sooner than expected, and sent the dollar index, which tracks its progress against a basket of six leading currencies, up 2.1 per cent between December 4 and December 8.
The positioning shift was the result of a massive reduction in long positions in the yen, Swiss franc and euro against the dollar.
Indeed, net speculative positions in the euro against the dollar turned negative for the first time in eight months.
The reversal came as the euro slipped from above $1.50 to just above $1.47 against the dollar. It also occurred amid increasing concern about the fiscal situations of certain eurozone members, including Greece, Portugal and Spain.
Since December 8, the dollar has continued to climb against the euro, hitting a two-month high against the single currency last Friday, as US retail sales came in stronger than expected and fears continued to escalate over the health of government finances on the periphery of the eurozone.
Hans Redeker at BNP Paribas said the conclusion he drew from recent developments was not if to buy the dollar but when to move into long dollar positions.
He said the Fed’s approach of quantitative easing had helped broad areas of the US economy, while the European Central Bank’s liquidity provisions were only aimed at smoothing stresses in the money market.
This, he said, should allow the Fed to start raising interest rates sooner than the ECB as growth in the US outstripped that in Europe.
“We still have our reservations about selling the euro ahead of the year-end as we expect coupon, dividend and profit repatriation to work in favour of the single currency against the dollar,” said Mr Redeker.
“But, once the year-end has passed, the euro is set to collapse against the dollar.
ricpast
Sono un tipo serio
Dentro il cuneo non c'è più.
Al massimo un casale monferrato
tra i 1,43 ed 1,44 dovrebbe andarci in poco tempo.
poi lì una pausa è d'obbligo
se và sotto è fatta
ricpast
Sono un tipo serio
casale Monferrato io sto ad Alessandria
mia nonna materna era di casale
infatti mia mamma a natale fa gli agnulott col brasato cotto nel barolo
e pure i puvrun bagnà in tl' oli (!!)
mi però sò veneto purosangue
comunque riguardo la mia battuta di cui sopra:
