Titoli di Stato paesi-emergenti VENEZUELA e Petroleos de Venezuela - Cap. 1 (11 lettori)

probabilità recovery

  • 1

    Votes: 21 48,8%
  • 100

    Votes: 6 14,0%
  • 50

    Votes: 16 37,2%

  • Total voters
    43
Stato
Chiusa ad ulteriori risposte.

Magician

Forumer attivo
La società di Oil Services Baker Hughes ( NYSE : BHI ) ha scritto nel suo settimanale conteggio che le piattaforme petrolifere negli Stati Uniti la scorsa settimana sono aumentati di 12 unità a 640 , la prima volta dopo 29 settimane consecutive di discesa ininterrotta .
La settimana scorsa le piattaforme petrolifere negli Stati Uniti erano scese a 628 il totale più basso da agosto 2010.
 

Camfin

Nuovo forumer
Il Venezuela non sarà inadempiente nel 2015.

Saturday July 04, 2015 12:00 AM
"Venezuela does not look like defaulting in 2015," said José Ignacio Guarino, a professor in the area of finances and securities market.

He explained that Venezuela has paid almost half of the outlays on account of principal and interest for debt maturity. "Bond 2015, which was for 1.3 billion euros, has been paid and, apparently, (state-run oil company) Pdvsa has saved between USD 2 billion and USD 6 billion. If so, officially, the coverage will be there to meet debt commitments this year," Professor Guarino said.

The scholar said that from 2015 through 2019 the outlays on account of debt maturity amount to USD 52 billion.

"We have a very complicated economy, but there is still time to make the necessary corrections," he stressed.

In his opinion, such corrections include the fact that the government should take on formal devaluation, with a fiscal impact. "I cannot settle 70% of imported goods at an exchange rate of VEB 6.30 per US dollar, when I have another exchange rate at VEB 200, because, at the end of the day, I will have fewer bolivars for the dollars that are not entering, which are fewer and fewer. All that we need to do is maximizing those dollars," he elaborated.

Guarino recalled the proposal made in this regard by former Minister of Petroleum and Mining Rafael Ramírez to implement a dual exchange rate. To his mind, it is one of the options to correct economic distortions.

He also recommended disciplining public spending, although in an electoral year as this one it is expected to be high.

In his view, setting an exchange rate is rather complicated and, although the domestic economy is implicitly based on the US dollar at the black market exchange rate, he discourages the use of a foreign currency governing the Venezuelan economy. "We have a dollar-based economy to spend, but not in terms of income."

As a whole, rather than a dollar-based economy, the expert suggested expanding the income of foreign currency. In addition, in the event of a dollar-based economy, the Central Bank of Venezuela could eventually lose its autonomy.

"There is much volatility in Venezuela, because (international) reserves change everyday; that is, they go down, whereas narrow money increases," Guarino concluded.
 

Magician

Forumer attivo
Appena usciti i dati... spiazzato il mercato da un inatteso incremento delle scorte ....

http://ir.eia.gov/wpsr/wpsrsummary.pdf


crude oil +0.4 mil
motor gasoline +1.2 mil
Distillate fuel inventories +1.6 mil

Total commercial petroleum inventories increased by 10.6million barrels last week

Total products supplied over the last four-week period averaged 19.9million barrels per day,up by 4.7%from the same period last year.

Se il prezzo del WTI tiene i minimi di ieri (vista la notizia inaspettata) minimi posti 50 5/8, ... penso di azzardare la costruzione di una posizione long 3X ... attendo e vedo come si sviluppa il mercato.
 
Stato
Chiusa ad ulteriori risposte.

Users who are viewing this thread

Alto