Analisi Intermarket ....quelli che.... Investire&tradare - Cap. 2
- Creatore Discussione Dogtown
- Data di Inizio
Novenove
Moderator
mi devi scusare ma ti devo dire di noCon calma, senza fretta, qualche gradito consiglio in proposito
sempre che le mie piatte me li quotino. Anche fondi di fondi hedge eventualmente...
e nn e' per cattiveria , ma un ptf fatto di fondi , va fatto con un ragionamento troppo lungo e troppo strutturato per parlarne su un forum
( tra l'altro e' il mio lavoro , quindi io qui nn parlo del mio lavoro e cosa faccio nell'ambito)
posso solo dirti che approcciare il ''mondo fondi'' e' completamente diverso dalle tematiche del trading, ma oltre a questo nn vado avanti con il discorso .
spero tu mi possa capire
lupoalberto66
Forumer storico
Dogtown
Forever Ultras Ghetto
certamente
...Lupo occhio però a chinarti troppo che il Gipa non fa sconti a nessuno...magari stai rasente al muro
DDUKE
Viva i popoli, Viva le Nazioni europee, fanculo U€
Arrivo.....ero come Duke e Sigayo al cesso!
Questa è classe, le castagne son sempre le + toste.
Novenove
Moderator
Morgan Stanley’s Doom Scenario: Major Recession in 2013
Published: Tuesday, 20 Nov 2012 | 6:46 AM ET
The global economy is likely to be stuck in the “twilight zone” of sluggish growth in 2013, Morgan Stanley has warned, but if policymakers fail to act, it could get a lot worse.
The bank’s economics team forecasts a full-blown recession next year, under a pessimistic scenario, with global gross domestic product (GDP) likely to plunge 2 percent.
“More than ever, the economic outlook hinges upon the actions taken or not taken by governments and central banks,” Morgan Stanley said in a report.
Under the bank’s more gloomy scenario, the U.S. would go over the “fiscal cliff” leading to a contraction in U.S. GDP for the first three quarters of 2013. In Europe, the bank’s pessimistic scenario assumes a failure of the European Central Bank (ECB) in cutting rates and a delay of its bond-buying program.
(Read More: Whom to Blame for Global Growth Woes)
But the bank says investors should also be nimble, in case policy action is “convincing and decisive,” leading to a big uptick in growth.
“Importantly, investors should keep an open mind and be prepared to switch between the scenarios as policy developments unfold.”
The bank’s most optimistic scenario forecasts GDP growth of 4 percent in 2012 compared to around 3.1 percent this year.
(Read More: Why Risk Is Back On For Markets)
Morgan Stanley isn’t alone in warning about a recession next year. Noted bear, Nouriel Roubini warned on Monday that certain key developments would exacerbate the downside risks to global growth in 2013.
“Until now, the recessionary fiscal drag has been concentrated in the euro zone periphery and the U.K.. But now it is permeating the euro zone’s core,” Roubini wrote. “And in the U.S., even if President Barack Obama and the Republicans in Congress agree on a budget plan that avoids the looming “fiscal cliff,” spending cuts and tax increases will invariably lead to some drag on growth in 2013 – at least 1 percent of GDP.”
(Read More: Faber Prepare for Massive Market Meltdown)
Roubini said the rally in global markets that begun in July was now running out of steam as global growth slows and valuations look stretched.
“Price/earnings ratios are now high, while growth in earnings per share is slackening, and will be subject to further negative surprises as growth and inflation remain low. With uncertainty, volatility, and tail risks on the rise again, the correction could accelerate quickly.”
Published: Tuesday, 20 Nov 2012 | 6:46 AM ET
The global economy is likely to be stuck in the “twilight zone” of sluggish growth in 2013, Morgan Stanley has warned, but if policymakers fail to act, it could get a lot worse.
Picturegarden | The Image Bank | Getty Images
The bank’s economics team forecasts a full-blown recession next year, under a pessimistic scenario, with global gross domestic product (GDP) likely to plunge 2 percent.
“More than ever, the economic outlook hinges upon the actions taken or not taken by governments and central banks,” Morgan Stanley said in a report.
Under the bank’s more gloomy scenario, the U.S. would go over the “fiscal cliff” leading to a contraction in U.S. GDP for the first three quarters of 2013. In Europe, the bank’s pessimistic scenario assumes a failure of the European Central Bank (ECB) in cutting rates and a delay of its bond-buying program.
(Read More: Whom to Blame for Global Growth Woes)
But the bank says investors should also be nimble, in case policy action is “convincing and decisive,” leading to a big uptick in growth.
“Importantly, investors should keep an open mind and be prepared to switch between the scenarios as policy developments unfold.”
The bank’s most optimistic scenario forecasts GDP growth of 4 percent in 2012 compared to around 3.1 percent this year.
(Read More: Why Risk Is Back On For Markets)
Morgan Stanley isn’t alone in warning about a recession next year. Noted bear, Nouriel Roubini warned on Monday that certain key developments would exacerbate the downside risks to global growth in 2013.
“Until now, the recessionary fiscal drag has been concentrated in the euro zone periphery and the U.K.. But now it is permeating the euro zone’s core,” Roubini wrote. “And in the U.S., even if President Barack Obama and the Republicans in Congress agree on a budget plan that avoids the looming “fiscal cliff,” spending cuts and tax increases will invariably lead to some drag on growth in 2013 – at least 1 percent of GDP.”
(Read More: Faber Prepare for Massive Market Meltdown)
Roubini said the rally in global markets that begun in July was now running out of steam as global growth slows and valuations look stretched.
“Price/earnings ratios are now high, while growth in earnings per share is slackening, and will be subject to further negative surprises as growth and inflation remain low. With uncertainty, volatility, and tail risks on the rise again, the correction could accelerate quickly.”
olly®
DIO E'DONNA!!!
lupoalberto66
Forumer storico
Mexes veramente in difesa non ne imbrocca una ma ieri ha fatto un goal veramente incredibile.... ma la migliore azione è stata di Nocerino quando si è spostato per far tirare El Shaarawy e poi come mai lui e Pato non si sono cagati dopo il goal di Pato?
sei anche milanista??
Sempre saputo che sei persona di classe superiore
olly®
DIO E'DONNA!!!
sei anche milanista??
Sempre saputo che sei persona di classe superiore
Siamo i 4 della foca servaggia!!!
