Analisi Intermarket ....quelli che.... Investire&tradare - Cap. 1
- Creatore Discussione Novenove
- Data di Inizio
- Stato
gipa69
collegio dei patafisici
Precisiamo che la BCE fa già diversi QE... fornisce alle banche liquidita illimitata con scadenza tra un mese ed un anno in cambio di collaterali (la richiesta di Unicredit di allargare i collaterali alcuni giorni fa era legata a questa forma di prestiti) Il bilancio della FEd è cresciuto dell'80% dalla crisi lehman...
Poi sta acquistando covered bond anche se in minura modesta e compra anche titoli di stato dei paesi periferici anche se in maniera modesta però sembrerebbe detenere già un belk 4% del debito complessivo italiano.
La richiesta è per un QE molto più aggressivo e senza limiti e sterilizzazioni alla FED..
Dogtown
Forever Ultras Ghetto
Ok, grazie Gipa
Quindi mi dici che dopo 3 anni di tassi a zero nominalmente...ma reali ben al di sotto...adesso per loro e il loro sistema finanziario comincia una sorta di normalizzazione della liquidità?
gipa69
collegio dei patafisici
Ok, grazie Gipa
Quindi mi dici che dopo 3 anni di tassi a zero nominalmente...ma reali ben al di sotto...adesso per loro e il loro sistema finanziario comincia una sorta di normalizzazione della liquidità?
Beh questo è troppo ma probabilmente essendo il deleveraging delle banche sistemiche (non quello privato) molto avanti e quello privato non cosi avanti ma comunque significativo vi è la possibilità di trasmissione monetaria più incisiva.
Il debito in mano allo stato ed alla FED sarà il prossimo problema degli USA.
gipa69
collegio dei patafisici
FRANKFURT, Nov 26, 2011 (Dow Jones Commodities News Select via Comtex) -- Germany and France want to force through a new "euro stability treaty" by the start of next year, and are considering bypassing the European Commission to accelerate the process, Germany's Bild newspaper reports Saturday, without saying where it got the information.
German Chancellor Angela Merkel and French President Nicolas Sarkozy will present their plans at the next European Union summit on Dec. 8- Dec. 9, Bild reports.
The pair are considering framing the new stability pact as a treaty between national states, similar to the initial Schengen agreement that reduced restrictions on movement within the EU. That would speed up the process and reduce resistance from sceptical member states, the newspaper writes.
Merkel and Sarkozy want to bypass the European Commission if necessary, Bild reports.
At a meeting in France Thursday, Sarkozy, Merkel and Italy's Prime Minister Mario Monti said they would present a plan ahead of the next meeting of European leaders on Dec. 9, including proposals to grant Brussels oversight and disciplinary powers over national budgets that exceed euro-treaty restrictions on public debt and deficits.
-By Tom Fairless, Dow Jones Newswires, tom.fairless@dowjones.com; +49 69 29725505 begin_of_the_skype_highlighting +49 69 29725505 end_of_the_skype_highlighting
(END) Dow Jones Newswires
11-26-11 0517ET
German Chancellor Angela Merkel and French President Nicolas Sarkozy will present their plans at the next European Union summit on Dec. 8- Dec. 9, Bild reports.
The pair are considering framing the new stability pact as a treaty between national states, similar to the initial Schengen agreement that reduced restrictions on movement within the EU. That would speed up the process and reduce resistance from sceptical member states, the newspaper writes.
Merkel and Sarkozy want to bypass the European Commission if necessary, Bild reports.
At a meeting in France Thursday, Sarkozy, Merkel and Italy's Prime Minister Mario Monti said they would present a plan ahead of the next meeting of European leaders on Dec. 9, including proposals to grant Brussels oversight and disciplinary powers over national budgets that exceed euro-treaty restrictions on public debt and deficits.
-By Tom Fairless, Dow Jones Newswires, tom.fairless@dowjones.com; +49 69 29725505 begin_of_the_skype_highlighting +49 69 29725505 end_of_the_skype_highlighting
(END) Dow Jones Newswires
11-26-11 0517ET
gipa69
collegio dei patafisici
FRANKFURT, Nov 26, 2011 (Dow Jones Commodities News via Comtex) -- Dutch Finance Minister Jan Kees de Jager doesn't rule out a "more active" role for the European Central Bank to help end the euro zone's debt crisis, according to comments published Saturday.
"In a crisis, nothing should be excluded at the outset," Dutch news agency ANP cited de Jager as saying at a parliamentary hearing Thursday, according to German newspaper Die Welt.
"In the end, something must happen," de Jager said.
The Netherlands has previously remained close to Germany's position of opposing major intervention by the ECB to help overcome the bloc's debt crisis.
At a meeting in France Thursday, French President Nicolas Sarkozy said he and German Chancellor Angela Merkel agreed to abstain from making demands of the central bank. "Out of respect for the institution's independence it's essential that we abstain from making either positive or negative demands on the ECB," Sarkozy said.
-By Tom Fairless, Dow Jones Newswires, tom.fairless@dowjones.com; +49 69 29725505
--William Boston contributed to this article.
(END) Dow Jones Newswires
11-26-11 0544ET
"In a crisis, nothing should be excluded at the outset," Dutch news agency ANP cited de Jager as saying at a parliamentary hearing Thursday, according to German newspaper Die Welt.
"In the end, something must happen," de Jager said.
The Netherlands has previously remained close to Germany's position of opposing major intervention by the ECB to help overcome the bloc's debt crisis.
At a meeting in France Thursday, French President Nicolas Sarkozy said he and German Chancellor Angela Merkel agreed to abstain from making demands of the central bank. "Out of respect for the institution's independence it's essential that we abstain from making either positive or negative demands on the ECB," Sarkozy said.
-By Tom Fairless, Dow Jones Newswires, tom.fairless@dowjones.com; +49 69 29725505
--William Boston contributed to this article.
(END) Dow Jones Newswires
11-26-11 0544ET
gipa69
collegio dei patafisici
se leggete poi il commento di Sarkozy sull'indipendenza della BCE questo è un punto di cambiamento che deve far riflettere sul fatto che una BCE non piu tirata per la giacchetta potrebbe fare molto di piu e in maniera piu credibile di quanto fatto fino ad ora...
Dogtown
Forever Ultras Ghetto
Dogtown
Forever Ultras Ghetto
ma non trovi che sia un controsenso il fatto che sia la merkel che sarkò parlino di bce indipendente...e poi la stessa merkel pone dei veti e il secondo vorrebbe che fosse semmai più indipendente e quindi non dipendente da chi pone veti di fatto?
- Stato
