Pogaduchy przy porannej kawie

[_/_/Dariusz_/_/]

Ja ostatnio to czytałem tylko o strajkach kopalnii w tamtym rejonie i zmniejszonym wydobyciu, ale to tylko przejsciowe.

[Stforex]

Poranna prasa przy kawie...

http://forsal.pl/artykuly/507267,najwie ... owymi.html

http://forsal.pl/artykuly/643051,firmy_ ... dowan.html

[Esco]

najwieksze_swiatowe_banki_mogly_manipulowac_stopami_procentowymi.

Może w końcu to doprowadza do normalności:

Libor may adopt Kiwi formula


Japan wants probe into flag ripped from ambassador's car in mainland

[_/_/Dariusz_/_/]

Already being reported this morning stateside in the WSJ is the fear that the already debt-ridden Spanish region of Catalonia will request an emergency +€5b credit line from the Spanish central government as the region struggles to refinance its debts. If so true, this certainly emphasis the markets uneasiness about the euro-zones debt crisis only day’s before Draghi and his fellow policy makers are expected to unveil details of its revamped bond-buying program. Not appearing at Jackson hole gives them much needed time to fine tune their market presentation

[259]

Jakby ktoś nie zawuważył, sytuacja nieco się zmieniła w ostatnich dniach: jest zdecydowanie lepiej dla Euro i spokojniej bo nikt niczego nie oczekuje już w tym tygodniu, a gorsza dla… QE.
Tak więc ten scenariusz który wcześniej opisałem jest nieco nieświeży ;-)

[Esco]

GERMANY MERKEL: Bank license for ESM from ECB not allowed
- Italy reform efforts will contribute to lower yields

MONTI: Have to move step-by-step on improving EMU governance
- Everything possible in long term, incl ESM bank lisence

http://pl.wikipedia.org/wiki/Twierdzeni ... _ma%C5%82p

Generalnie można udowodnić, że z prawdopodobieństwem 1 (co nie znaczy na pewno) Hamleta napiszą zarówno jedna małpa z nieograniczonym czasem do dyspozycji, jak i nieskończona liczba małp w skończonym czasie.

[_/_/Dariusz_/_/]

Generalnie można udowodnić, że z prawdopodobieństwem 1 (co nie znaczy na pewno) Hamleta napiszą zarówno jedna małpa z nieograniczonym czasem do dyspozycji, jak i nieskończona liczba małp w skończonym czasie.

Dobre, ale w tradingu nsie siedzą małpy
Chyba, że ...... Grubasom się nudzi to kto wie

[niemiaszek]

EMU VIEW: Goldman Sachs have made a small downward revision to its
euro area growth forecasts and upwardly revised its inflation forecasts.
Goldman's now foresee a contraction in real GDP of 0.5% in 2012, a small
downward revision of 0.1ppt. "We expect this to be followed by
substantially sub-trend growth of 0.2% in 2013, a downward revision of
0.2ppt", said GS, adding that it has revised its inflation forecasts
upwards, and now see inflation averaging 2.5% in 2012 and 2.1% in 2013,
which would exceed the ECB's definition of price stability. Elsewhere,
GS has not changed its view on policy interest rates and continue to
expect no change from the ECB Governing Council at forthcoming meetings.

[niemiaszek]

FED/ECB/OPINION: Noting that ECB's Draghi will not attend Jackson Hole,
and acknowledging that the ECB president is a very busy man these days,
Dennis Gartman of TGL offers another spin on the reason for Draghi's
pulling out of the conference. Gartman says; "Jackson Hole has become
the place where the Fed "floats" new ideas, not the ECB," and says that
the symposium is the Fed's party, not the ECB's. Draghi knows not to
upstage the Fed chairman, Gartman suggests.

[niemiaszek]

EUROZONE/CHINA: Brown Brothers Harriman analysts note that the two
PBOC rate cuts this year have coincided with ECB decisions ("one day
later in June and the same exact day in July"). They remind that the ECB
meets September 6 and say to "keep an eye out for the PBOC that day for
a potential policy announcement." On next week's ECB decision, BBH say
the market is split between looking for a 25bp cut and the ECB remaining
on hold. "Bond buying is unlikely to start then since the German court
ruling won't be out until the following week (Sept 12), and so markets
see a distinct possibility that the ECB does nothing at all September
6," the analysts say.