Pogaduchy przy porannej kawie

[niemiaszek]

ECB: Ahead of the ECB rate decision Thur, below are some analyst
expectations. Eonia is only pricing in 11% chance of 25bps cut:
- Nomura: 25bps cut in Refi and deposit rate, large scale SMP purchases.
- Soc Gen: Rates unchanged, but expect re-open of SMP in E20-E50bln
- Barclays: Refi and deposit rates on hold, 60% chance of SMP buying,
80% chance of 25bps refi cut at Sep meeting.
- Daiwa: Key policy rates unchanged, additional unconventional policy
measures, LTRO/credit easing programme. 25bps cut at Sep meeting.
- Goldmans: Expect no change in policy rates, LTRO (poss 10Y), & permit
NCB's to purchase private sector assets under their own risk.
- Sandanter: No rates cut, but some sort of periphery bond purchases.
- BNP Paribas: EFSF to buy Spanish debt in primary market of E30-40bln
and limited SMP buying.
- UBS: Reactivate SMP, 25bps rate cut at September meeting
- ING: ECB to start joint bond buying with EFSF.
- Rabobank: EFSF to buy in primary market the most likely policy.

[Stforex]

ECB: Ahead of the ECB rate decision Thur, below are some analyst expectations.

Eonia is only pricing in 11% chance of 25bps cut:

- Nomura: 25bps cut in Refi and deposit rate, large scale SMP purchases.

- Soc Gen: Rates unchanged, but expect re-open of SMP in E20-E50bln

- Barclays: Refi and deposit rates on hold, 60% chance of SMP buying, 80% chance of 25bps refi cut at Sep meeting

- Daiwa: Key policy rates unchanged, additional unconventional policy measures, LTRO/credit easing programme. 25bps cut at Sep meeting.

- Goldmans: Expect no change in policy rates, LTRO (poss 10Y), & permit NCB's to purchase private sector assets under their own risk.

- Sandanter: No rates cut, but some sort of periphery bond purchases.

- BNP Paribas: EFSF to buy Spanish debt in primary market of E30-40bln and limited SMP buying.

- UBS: Reactivate SMP, 25bps rate cut at September meeting

- ING: ECB to start joint bond buying with EFSF.

- Rabobank: EFSF to buy in primary market the most likely policy.

Hahaha Niemiaszek, ubiegłeś mnie

[_/_/Dariusz_/_/]

Hahaha Niemiaszek, ubiegłeś mnie

Wiadomo bliżej źródła
teraz wiadomo skąd ten niemiecki dobrobyt, szybsze łącza .

[259]

No to Draghi sobie przechlapał na wszystkie strony...
Jak "zawiedzie" to rentowność długu skoczy w górę, Euro w dół i wszyscy będą go o to obwiniać.
Jak "nie zawiedzie" to Niemcy chcą mu wyrwać flaki...
Po jaką cholerę było nakręcać takie oczekiwania?
Przecież nawet gdyby chciał to nie może wyskoczyć przed orkiestrę...
Coś tam pewnie wykombinuje, ale wszystko wskazuje na to, że to zostanie sprzedane. Dzisiaj.
A jutro… kupione jak NFP wypadnie blado ;-)

Dla wyjątkowo wynudzonych oczekiwaniem:
http://www.telegraph.co.uk/finance/fina ... -euro.html

[niemiaszek]

ubiegłeś mnie

sorki, czasem i tak bywa


IRELAND: S&P reaffirmed BBB+ rating with negative outlook.

[DigitalSmoke]

No to Draghi sobie przechlapał na wszystkie strony...
Jak "zawiedzie" to rentowność długu skoczy w górę, Euro w dół i wszyscy będą go o to obwiniać.
Jak "nie zawiedzie" to Niemcy chcą mu wyrwać flaki...
Po jaką cholerę było nakręcać takie oczekiwania?

Prasa pisze o Draghim, że jest najważniejszą osobą w Unii, więc może sodówa uderza powoli koleżce do głowy?

[Stforex]

Nie jest. Draghi będzie grał jak mu Weidmann zagra.

EDIT: oczywiście chodziło o "tańczył"

[niemiaszek]

EURO-DOLLAR: Macro and CTA accounts cited as rate extends move through
$1.2310, with triggered stops taking it on to $1.2324. Enthusiasm for
the euro ahead of the ECB press announcement given a boost as market
reacts to an FT article suggesting there 'is an agreement in September
for the EFSF to buy Spanish and Italian debt on the primary market, with
the ECB weighing in on secondary markets if necessary, and that the
timing of the meeting between Mr Monti and Spain's Mariano Rajoy has
led to some market speculation of a choreographed announcement.'

[niemiaszek]

EGB FLOWS: Spain 10-year yield spread extends tightening as traders
note FT report of an agreement in September for the EFSF to buy Spanish
and Italian debt on the primary market, with the "ECB weighing in on
secondary markets if necessary". FT adds that the timing of
the meeting between Italy PM Monti and Spain PM Mariano Rajoy has led to
some market speculation of a choreographed announcement.
- Spain 10-year yield spread is now 11bps tighter at +521bps.
- Italy 10-year yield spread is 14bps tighter at +441bps.

[259]

Dla tych co chcą mieć Super Mario z pierwszej ręki
http://www.ecb.int/press/tvservices/web ... 02.en.html