mr. takeprofit
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Avendo al suo interno finanziari è come l'XBR
FTSE Mib Futures solointraday - Cap. 2
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Avendo al suo interno finanziari è come l'XBR
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How Bernanke's Speech Today Could Disappoint And Surprise The Market
Joe Weisenthal | Sep. 8, 2011, 11:44 AM | 25 | 1
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Bernanke's speech in front of the Economic Club of Minnesota (scheduled for 1:30 PM ET) isn't getting as much buzz as a typical speech of his, probably because it comes so soon on the heels of Jackson Hole.
Still, you never know.
Citi's Steven Englander has a good comment on what, if any, possible surprised and disappointments we could get.
In the aftermath of the disappointing jobs report investors are now looking for some indication of action from Fed Chairman bernanke in his Minneapolis speech today. The WSJ reports that the Fed is considering 1) buying more longer term debt and less shorter term 2) reducing or eliminating the 25bps that banks are paid for reserves, and 3) making policy more clearly conditional on economic outcomes. For FX, the question is how far Bernanke can go in articulating the policy options without having had a formal discussion within the FOMC. Given that the article seems well sourced, there may be some disappointment if the speech does not go beyond the FOMC statement and other recent pronouncements.
A secondary question is how much these policies would actually have an affect on the economy. As with QE3, they work on the margin to lower rates and increase liquidity, but they do not directly address the balance sheet issues that represent the main headwind to stronger growth. The big surprise would be if he opened the door to other measures acting on the housing market or in any way endorses the Evans view that inflation above 2% is acceptable. Neither our economists nor the market expects this kind of surprise to emerge.
Joe Weisenthal | Sep. 8, 2011, 11:44 AM | 25 | 1
A A A
inShare
Bernanke's speech in front of the Economic Club of Minnesota (scheduled for 1:30 PM ET) isn't getting as much buzz as a typical speech of his, probably because it comes so soon on the heels of Jackson Hole.
Still, you never know.
Citi's Steven Englander has a good comment on what, if any, possible surprised and disappointments we could get.
In the aftermath of the disappointing jobs report investors are now looking for some indication of action from Fed Chairman bernanke in his Minneapolis speech today. The WSJ reports that the Fed is considering 1) buying more longer term debt and less shorter term 2) reducing or eliminating the 25bps that banks are paid for reserves, and 3) making policy more clearly conditional on economic outcomes. For FX, the question is how far Bernanke can go in articulating the policy options without having had a formal discussion within the FOMC. Given that the article seems well sourced, there may be some disappointment if the speech does not go beyond the FOMC statement and other recent pronouncements.
A secondary question is how much these policies would actually have an affect on the economy. As with QE3, they work on the margin to lower rates and increase liquidity, but they do not directly address the balance sheet issues that represent the main headwind to stronger growth. The big surprise would be if he opened the door to other measures acting on the housing market or in any way endorses the Evans view that inflation above 2% is acceptable. Neither our economists nor the market expects this kind of surprise to emerge.
mr. takeprofit
Forumer storico
Non dimenticare la regola n.3 dei giovani trader: le resistenze sono fatte per essere rotte
solointraday
Forumer storico
l'xbear è un fondo, e il gestore deve effettivamente vendere il sottostante per coprirsi
sul certificate no. però è talmente volutamente nebulosa quella delibera che è meglio lascair perdere
solointraday
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mr. takeprofit
Forumer storico
Io non rischierei
mr. takeprofit
Forumer storico
solointraday
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Tim Geithner Explains The 3 Most Important Things To Restore Growth
Joe Weisenthal | Sep. 8, 2011, 10:25 AM | 709 | 15
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Image: AP
Tim Geithner has a new op-ed in the FT.
Here's the meat of it:
The three most important things that have to happen for the world economy to regain momentum are these. First, the U.S. should act to strengthen growth and employment. President Barack Obama will push for the very substantial package of public investments, tax incentives, and targeted jobs measures he will put forward tonight, combined with a carefully balanced mix of fiscal reforms designed to restore fiscal sustainability over the medium term.
Second, Europe needs to take more forceful action to generate confidence that it can and will resolve its crisis. This requires governments working together and alongside the European Central Bank in an unequivocal commitment to support Europe’s financial system and ensure governments can borrow at sustainable interest rates as they reform. Finally, China and other emerging economies need to continue to strengthen domestic demand and allow their exchange rates to adjust to market forces
Joe Weisenthal | Sep. 8, 2011, 10:25 AM | 709 | 15
A A A
inShare
Image: AP
Tim Geithner has a new op-ed in the FT.
Here's the meat of it:
The three most important things that have to happen for the world economy to regain momentum are these. First, the U.S. should act to strengthen growth and employment. President Barack Obama will push for the very substantial package of public investments, tax incentives, and targeted jobs measures he will put forward tonight, combined with a carefully balanced mix of fiscal reforms designed to restore fiscal sustainability over the medium term.
Second, Europe needs to take more forceful action to generate confidence that it can and will resolve its crisis. This requires governments working together and alongside the European Central Bank in an unequivocal commitment to support Europe’s financial system and ensure governments can borrow at sustainable interest rates as they reform. Finally, China and other emerging economies need to continue to strengthen domestic demand and allow their exchange rates to adjust to market forces
solointraday
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a parte scherzi in ottica long credo sia molto importante che lo spoore tenga 1185 di fut per non rischiare di andare a testare già oggi la parte bassa della flag sotto 1170In effetti dice anche quello
perchè dopo aver testato diverse volte la rottura di quella trend discendente dai max del 22 luglio non sarebbe cosa da nulla
magnolia651
Vediamo come butta oggi
Riflessione con l'amico Carlo
Si scende a capofitto da luglio, a precipizio da agosto. In mezzo rimbalzi e rimbalzotto corposi ma ininfluenti, come un gol subito dipo averne segnati cinque fuori casa in coppa.
In tutto questo l'uro perde sul chf. Sulla discesa dell'euro rispetto al chf vediamo correlazione nella discesa degli indici europei e motiviamo con la perdita di fiducia sull'europa tutta a causa dei periferici che risucchia anche la grande germania. Fin qui antefatto e storia.
Prima della metà di agosto, con indici europei a picci, primo segnale sul chf; gran balzo dell'auro sul chf dopo 4 mesi di caduta prima accentuata poi verticale. Passa un mesetto (diciamo fine agosto) e l'euro ripiega di nuovo contro chf. I ciclisti direbbero che si stava chiudendo un T .... qualcosa. Poi da 3 giorni gran nuovo balzo e l'euro mette a segno un nuovo massimo relativo superiore a quello di fine agosto.
Che ne pensi? Dobbiamo pensare ad un nuovo massimo (relativo) degli indici, superiore a quello del 31/8. Quindi tradotto da noi sopra i 16k?
Bho, se non vi va di commentare lo dite e lo cancello
Si scende a capofitto da luglio, a precipizio da agosto. In mezzo rimbalzi e rimbalzotto corposi ma ininfluenti, come un gol subito dipo averne segnati cinque fuori casa in coppa.
In tutto questo l'uro perde sul chf. Sulla discesa dell'euro rispetto al chf vediamo correlazione nella discesa degli indici europei e motiviamo con la perdita di fiducia sull'europa tutta a causa dei periferici che risucchia anche la grande germania. Fin qui antefatto e storia.
Prima della metà di agosto, con indici europei a picci, primo segnale sul chf; gran balzo dell'auro sul chf dopo 4 mesi di caduta prima accentuata poi verticale. Passa un mesetto (diciamo fine agosto) e l'euro ripiega di nuovo contro chf. I ciclisti direbbero che si stava chiudendo un T .... qualcosa. Poi da 3 giorni gran nuovo balzo e l'euro mette a segno un nuovo massimo relativo superiore a quello di fine agosto.
Che ne pensi? Dobbiamo pensare ad un nuovo massimo (relativo) degli indici, superiore a quello del 31/8. Quindi tradotto da noi sopra i 16k?
Bho, se non vi va di commentare lo dite e lo cancello
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