SONO DIVENTATI 720 MILIARDI I NUOVI DEBITI CHE SI CREERANNO PER COPRIRE I VECCHI!!!
Dollaro in arretramento a 1,292
Borse asiatiche in ripresa
Oro in discesa
Petrolio in risalita
BORSE EUROPEE ATTESE POSITIVE
UN IMMENSO QUANTITATIVE EASING....L'EURO, QUESTA MATTINA FORTE...E' DESTINATO A CROLLARE IN FUTURO.
Ricordatevi, ogni volta che si stampa moneta.....in assenza di crescita e valore....i soldi perdono potere d'acquisto....
IL PACCHETTO è COMPOSTO DA 500 MILIARDI DI EURO MESSI SUL PIATTO DALL'EUROPA, 220 MILIARDI DAL FONDO MONETARIO INTERNAZIONALE
In particolare, 60 miliardi verrano investiti della BCE per comprare bond tossici di stati indebitati (come aveva fatto Bernanke)
EU diplomats involved in Sunday''s negotiations said ministers agreed that a big number was needed to reassure financial markets."It''s a huge sum. We hope it won''t come to such a massive program,"
INOLTRE LA FED SI E' DETTA DISPOSTA AD AIUTARE L'EUROPA.
On top of this, the U.S. Federal Reserve said Sunday that it would revive an emergency lending program used during the financial crisis. The Fed will ship billions of dollars overseas through foreign central banks, including the European Central Bank, so they can, in turn, lend the money out to banks in their home countries in need of dollar fund
questa manovra, per l'ennesima volta, permette alle banche di non pagare il conto (questa volta in quanto detentrici di debito pubblico degli stati - che era stato creato per salvare le banche dal troppo debito, lo scorso anno)
Il debito continua a spostarsi a livelli superiori, dalle banche agli stati, dagli stati piccoli agli stati grandi e alle grandi istituzioni (FMI).
Nel breve periodo la pace potrebbe tornare sui mercati ...ma i problemi vengono semplicemente spostati.
Infatti la produttività del debito è troppo bassa e la fiducia degli investitori non durerà a lungo.
Sono i numeri a contare, la fiducia la puoi ripristinare per un po' di mesi...ma se il PIL non cresce....
Molti sono comunque i punti di domanda di questo piano di salvataggio notturno messo in piedi da tanti singoli stati in Europa nella notte di domenica
OCCASIONE UNICA PER VENDERE EURO? PER BARCLAYS SI!!!
From Barclays FX team:
We think that the measures are a positive for risky currencies. The liquidity measures along with the attempts to ring-fence not only the problems in Greece but also the other peripheral countries with elevated public debt levels, are likely to help ease the ease the strains in money and FX forward markets that were seen late last week. We are less convinced that these measures are a positive for the EUR/USD, however, and think that rallies in the EUR/USD alongside a general rally in risk would be an opportunity to establish fresh short positions, for several reasons:
1.-To access the new facilities, countries would need to agree to fiscal consolidation measures, possibly reviewed by the IMF, and conditionality. New fiscal consolidation plans already are being announced by most peripheral governments. The acceleration of fiscal consolidation in what amounts to about 20% of the euro area economy means that the ECB will have to play a larger role in terms of keeping monetary policy loose for a longer period of time in order to help euro area countries grow out of their fiscal problems. This tight-fiscal/easy-monetary policy mix is likely to be negative for the EUR.
2. These new measures are further involving the rest of Europe in the peripheral countries’ debt problems; therefore, we do not rule out further political tensions in getting this programme approved.
3. ECB purchases of government and private debt runs the risk of being viewed by the market as further quantitative easing.
4. These initiatives are designed to only smooth the path of the significant structural adjustments that the euro area economy has to undergo in order to correct its current internal imbalances, it will not solve the problems. Peripheral countries have experienced significant losses in competitiveness due as their inflation outpaced inflation in countries within and outside the euro area. Therefore, they need real exchange rate depreciation and cannot rely on a . . . significantly lower EUR to achieve this. Instead, they will have to experience (potentially significant) deflation. They will also have to undertake some tough microeconomic reforms to improve their competitiveness.
We remain EUR bears and continue to forecast EUR/USD to head lower to 1.20 in the coming three months.
Borse asiatiche in ripresa
Oro in discesa
Petrolio in risalita
BORSE EUROPEE ATTESE POSITIVE
UN IMMENSO QUANTITATIVE EASING....L'EURO, QUESTA MATTINA FORTE...E' DESTINATO A CROLLARE IN FUTURO.
Ricordatevi, ogni volta che si stampa moneta.....in assenza di crescita e valore....i soldi perdono potere d'acquisto....
IL PACCHETTO è COMPOSTO DA 500 MILIARDI DI EURO MESSI SUL PIATTO DALL'EUROPA, 220 MILIARDI DAL FONDO MONETARIO INTERNAZIONALE
In particolare, 60 miliardi verrano investiti della BCE per comprare bond tossici di stati indebitati (come aveva fatto Bernanke)
EU diplomats involved in Sunday''s negotiations said ministers agreed that a big number was needed to reassure financial markets."It''s a huge sum. We hope it won''t come to such a massive program,"
INOLTRE LA FED SI E' DETTA DISPOSTA AD AIUTARE L'EUROPA.
On top of this, the U.S. Federal Reserve said Sunday that it would revive an emergency lending program used during the financial crisis. The Fed will ship billions of dollars overseas through foreign central banks, including the European Central Bank, so they can, in turn, lend the money out to banks in their home countries in need of dollar fund
questa manovra, per l'ennesima volta, permette alle banche di non pagare il conto (questa volta in quanto detentrici di debito pubblico degli stati - che era stato creato per salvare le banche dal troppo debito, lo scorso anno)
Il debito continua a spostarsi a livelli superiori, dalle banche agli stati, dagli stati piccoli agli stati grandi e alle grandi istituzioni (FMI).
Nel breve periodo la pace potrebbe tornare sui mercati ...ma i problemi vengono semplicemente spostati.
Infatti la produttività del debito è troppo bassa e la fiducia degli investitori non durerà a lungo.
Sono i numeri a contare, la fiducia la puoi ripristinare per un po' di mesi...ma se il PIL non cresce....
Molti sono comunque i punti di domanda di questo piano di salvataggio notturno messo in piedi da tanti singoli stati in Europa nella notte di domenica
OCCASIONE UNICA PER VENDERE EURO? PER BARCLAYS SI!!!
From Barclays FX team:
We think that the measures are a positive for risky currencies. The liquidity measures along with the attempts to ring-fence not only the problems in Greece but also the other peripheral countries with elevated public debt levels, are likely to help ease the ease the strains in money and FX forward markets that were seen late last week. We are less convinced that these measures are a positive for the EUR/USD, however, and think that rallies in the EUR/USD alongside a general rally in risk would be an opportunity to establish fresh short positions, for several reasons:
1.-To access the new facilities, countries would need to agree to fiscal consolidation measures, possibly reviewed by the IMF, and conditionality. New fiscal consolidation plans already are being announced by most peripheral governments. The acceleration of fiscal consolidation in what amounts to about 20% of the euro area economy means that the ECB will have to play a larger role in terms of keeping monetary policy loose for a longer period of time in order to help euro area countries grow out of their fiscal problems. This tight-fiscal/easy-monetary policy mix is likely to be negative for the EUR.
2. These new measures are further involving the rest of Europe in the peripheral countries’ debt problems; therefore, we do not rule out further political tensions in getting this programme approved.
3. ECB purchases of government and private debt runs the risk of being viewed by the market as further quantitative easing.
4. These initiatives are designed to only smooth the path of the significant structural adjustments that the euro area economy has to undergo in order to correct its current internal imbalances, it will not solve the problems. Peripheral countries have experienced significant losses in competitiveness due as their inflation outpaced inflation in countries within and outside the euro area. Therefore, they need real exchange rate depreciation and cannot rely on a . . . significantly lower EUR to achieve this. Instead, they will have to experience (potentially significant) deflation. They will also have to undertake some tough microeconomic reforms to improve their competitiveness.
We remain EUR bears and continue to forecast EUR/USD to head lower to 1.20 in the coming three months.
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3 commenti:
bene, è una vita che il mondo va avanti con i debiti. che male c'è? l'importante è riuscire a sostenerli e garantirli.
evviva l'europa unita!
dalle mie parti si dice che debiti e figli danno il senso alla vita ,bah! personalmente non ho più debiti e vivo bene ugualmente ,ma non ho nemmeno molta liquidità (purtroppo)
ci vediamo venerdi alla sala gialla da zio romolo
scusa quali nuovi debiti?
i debiti sono sempre quelli. Si tratta di forme di garanzie che nel loro insieme permettono di abbassare il costo del debito e combattere la speculazione. Del resto che la grecia abbia uno spread superiore al venezuela o che quello della spagna sia superiore a quello della thailandia è assurdo. Chi ha provato a far saltare l'euro per ora ha preso una bella mazzata se non aveva chiuso le posizioni settimana scorsa. +10% di indice e +3% di euro/dollaro significa quasi -15% se sei short in dollari.
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