Pogaduchy przy porannej kawie

[_/_/Dariusz_/_/]

Dzisiaj test dla odważnych - mała niedoskonałość spadkowa, do wyjęcia może 30-40 p . Pytanie tylko czy zawróci ? ;-)

Ale próba nie strzelba, na wąskim SL.

@259 jednak zakryło tę lukę przed chwilą, ale mnie wyrzuciło we wczesnych godzinach rannych i już do eduardo nie wracałem, aczkolwiek nie wiem czy ktoś czekał z SL poniżej 1.2066, chyba tylko desperados ;-)

[Stforex]

Dzień dobry!

Dziś kawusia, słodzona brązowym cukrem

A w newsach, myślę, że dla każdego coś miłego

FX: Option expiries for today's 1400GMT cut,
* Euro-dollar; $1.2150, $1.2200, $1.2205, $1.2225, $1.2300(large)
* Dollar-yen; Y78.50
* Cable; $1.5525, $1.5660, $1.5325
* Aussie; $1.0200, $1.0350, $1.0375, $1.0390
* Aussie-yen; Y82.00

MNI EURO-DOLLAR: Fundamental levels (orders, options, technicals)
$1.2275/80 Medium offers
$1.2240/50 Medium offers $1.2200/10 Medium offers
$1.2155-80 Medium offers, main concentrated between $1.2160/70
$1.2160 Gap - NY close Friday Jul 20,
Asia open Jul 23 $1.2120
$1.2140 Medium offers
$1.2138 Intraday high Asia
$1.2122 ***Current mkt rate 0539GMT Tuesday
$1.2108 Intraday low Asia/Bids to
$1.2100 $1.2095/90 Stops
$1.2067 Monday Jul 23 low
$1.2060/50 Strong demand
/$1.2050 Option barrier
$1.2045/40 Large stops
$1.2025 Option barrier
$1.2000 Option barrier/Strong demand on approach/Large stops

BANK OF JAPAN: The Bank of Japan said on Tuesday that new BOJ board members Takahide Kiuchi and Takehiro Sato will hold their inaugural news conference at 1700 JST (0800 GMT) today. Kiuchi, a former Nomura Securities chief economist, and Sato, a former Morgan Stanley MUFG Securities chief economist, began their five-year terms today. The Cabinet formally appointed them after the Japanese parliament approved the government-proposed candidates to the nine-member BOJ policymaking board. They replace Seiji Nakamura, a former shipping firm executive, and Hidetoshi Kamezaki, formerly with a trading firm, both of whom left the BOJ board on April 4 at the end of their five-year terms. Kiuchi and Sato are seen as dovish, having called on the BOJ to ease monetary policy further to help Japan overcome years of deflation.

AUSTRALIA: At the Q&A session, RBA Governor Glenn Stevens said monetary policy settings are about right for the circumstances that it is facing, reminding this was conveyed in the last communication from the central bank. Overall Stevens' speech was rather hawkish and provided no hints that the RBA is ready to cut the cash rate sooner, or there was any justification for making the monetary policy any more easier than it is currently.

ITALY: The FT notes Tuesday how Italy's provincial government association (UPI) has warned schools "may not be able to open after the summer holidays due to planned spending cuts." The story echoes a La Stampa article saying Italian cities face serious financial difficulties.

GOLD: Spot gold prices are trading around unchanged levels Tuesday with prices so far confined to a tight trading range during Asian traded hours. Prices in the precious metal continue to drift around, with no fresh catalyst seen to spur prices convincingly in either direction. Gold continues to remain absent from its haven status, with the US dollar, US Treasuries and German Bunds continuing to remain the top destinations of choice for haven flows. Volatility in the precious metal continues to decline, which in turn is keeping funds at arm's length from the market. Spot gold prices continue to give the feel that they may eventually break to the upside, but a number of external factors are absent such as a clearer signal on more quantitative easing (QE) from the Federal Reserve. Support for gold remains at around $1555 on the approach to options gamma support at $1550. A breach here opens up the path to the previously stubbornly defended $1530 area

[Esco]

SPAIN CONSIDERING ASKING FOR FULL BAILOUT - REPORT - DJ

If the European Central Bank won't resume buying Spanish bonds to bring down its sovereign borrowing costs, the Spanish government is considering asking for a full bailout that would allow it to meet its debt obligations for the rest of the year and avoid "imminent" financial collapse, Spain's El Economista newspaper reported Tuesday. (published 0530 GMT)

RBA GOVERNOR SAYS AUSTRALIA RESILIENT TO ANY FUTURE SHOCKS
Australia is well placed to cope with any fresh shocks from the world economy, aided by robust growth in China, strong domestic banks and ample policy flexibility, Reserve Bank of Australia Governor Glenn Stevens said Tuesday. (published 0305 GMT)

UPDATE: JAPAN ECONOMY MINISTER SAYS GROWING EUROPE CONCERNS PROMPTING STRONG YEN
Japan's finance and economy ministers kept up their efforts to talk down the yen Tuesday, as the market remained somewhat cautious over a potential intervention by the Bank of Japan to stem the yen's strength. (published 0223 GMT)

UPDATE: HSBC PRELIMINARY CHINA PMI RISES TO 5-MONTH HIGH IN JULY
An initial gauge of manufacturing activity in China rose to a five-month high in July, helping ease market concerns over a sharp slowdown in the world's second-largest economy. (published 0305 GMT)

UPDATE: YUAN REBOUNDS SHARPLY ON HSBC PMI, SHRUGS OFF WEAK FIXING
The yuan rebounded sharply against the U.S. dollar Tuesday, reversing its earlier losses after encouraging data on Chinese manufacturing activity eased concerns over a rapid slowdown in the world's second-largest economy. (published 0516 GMT)

UPDATE: PBOC INJECTS CNY95 BLN INTO MARKET VIA REVERSE REPOS
The People's Bank of China injected 95 billion yuan into the money market Tuesday via reverse repurchase agreements offered in its regular open-market operation, continuing efforts to ease monetary conditions and bolster a slowing economy. (published 0250 GMT)

[_/_/Dariusz_/_/]

* Aussie-yen; Y82.00

Właśnie to dzisiaj obserwuję, ale wszystko takie jeszcze zaspane.
Chociaż zarząd BOJ ma dwóch nowych członków, którzy będą chcieli rozpędzać gospodarkę, ciekawe czy to taka ciepła posadka po latach stresu dla tych Panów ? ;-)

[Stforex]

Tak sobie rozmyślam.

Skoro był kryzys zadłużenia suwerenów, to stwierdziłem, że model prowadzenia budżetu, który wszyscy powielali, był zły.
Ale teraz kryzys jest także w regionach... Więc dlaczego ten model funkcjonuje tak szeroko i wszędzie jest zły?

Myślę, że to wina demokracji.
1) Lud wybiera lud. Jak wiadomo, władza w demokracji nie jest wyłaniana zgodnie z merytorycznymi przesłankami. Pospólstwo wybiera pospólstwo. Dlatego Kowalski, czy Jose mają problem z długiem i z komornikiem i tak samo Polska czy Hiszpania mają problem z długiem i z "komornikiem". Ludzie generalnie nie potrafią posługiwać się pieniędzmi.
2) Cykliczność i wybieralność władzy w demokracji. Przez 4 lata rządzimy. Nie ma sensu robić niczego długoterminowego i konstruktywnego. Lepiej spaść siebie i wyborców na kredyt. Niech się następny rząd martwi.
3) Lud uważa, że mu się wszystko należy. Ale sam nie bardzo chce pracować i płacić. W Grecji widać to wręcz dobitnie.

No i czytamy dalej!

EU MORNING CALL - 24/07/12 Moody's have lowered the outlook on Germany, Netherlands and Luxembourg's Aaa rating to negative from stable, and have affirmed Finland's Aaa rating; Outlook stable due to their unique credit profile. (FT-More) Moody's have said the change is due to the increased likelihood of a Greek Euro exit and the need for greater financial support for struggling Eurozone countries from the strongest members of the bloc. According to sources close to the Spanish government, if the ECB does not resume its bond buying programme on Spanish bonds, the government is considering asking for a full bailout that would allow it to meet its debt obligations for the rest of the year and avoid imminent financial collapse. (El Economista) Yesterday, the Spanish economy minister De Guindos ruled out the government requesting a full bailout. EUR/USD did ease slightly overnight on the Moody's announcement changing the outlook for some European nations but any weakness proved short lived with the pair broadly flat ahead of the open. Meanwhile the AUD has gained during Asian hours after a better (or not as bad) than expected reading in the Chinese manufacturing data. More comments from the Japanese finance minister have been noted but largely ignored after he once again reiterated his readiness to take decisive FX action if necessary. Overnight lows were printed at 78.20 with bids remaining toward the 78.00 level should we re-test the low, stops are also said to be mixed in sub 77.90 and 77.60. (TFX)

German FDP sees no majority for new Greek aid according to a report

The Spanish region of Andalusia is seeking an EUR 800mln loan from banks to avoid a central government rescue

Portugal says Jan-June spending has fallen 2.3%, deficit narrows to EUR 1.23bln

[Stforex]

leci właśnie w tv program o rekinach

"rekiny które są w stanie prawidłowo przewidywać zachowania uchatek, mogą mieć nawet 80% udanych podejść"

[_/_/Dariusz_/_/]

"rekiny które są w stanie prawidłowo przewidywać zachowania uchatek, mogą mieć nawet 80% udanych podejść"

A powiedzieli, że takich jest 5 % a reszta dostarcza płynności.
Zapewne uchatki są przysmakiem rekinów

Co do tej demokracji to mogę się wypowiedzieć na przykładzie Szwajcarii, bo miałem okazję dość dobrze poznać ten kraj. Generalnie każdy dba o swoje miejsce gdzie mieszka, tacy patrioci lokalni. Cała reszta jest jakby poza nawiasem i dba o swoje sprawy , takie tam mają podejście. Ale dzięki temu jako całośc trzyma się to bardzo kupy . Firmy z obcych krajów mają dobre warunki funkcjonowania , niestety rodowici Szwajcarzy już dużo gorzej.

Bankierzy niestety już stracili tam zaufanie i to poważnie traktując ludzi jak towar w supermarkecie. Dawniej (10 lat temu) każdy klient był niesamowicie szanowany i podejście było indywidualne ze wszelkim doradztwem jak najlepiej zabezpieczyć się na przyszłość.

[Stforex]

US TSYS/STOCKS: As fear keeps building on European concerns, traders cited accounts preferring the on-the-run Tsys (most current ones) to older off-the-run ones amid liquidity fears, thus selling in 5Y, 7Y, 10Y off-runs, said traders. "This is fear, and a ton of European money coming into the Treasuries," said Mike Franzese, head of US Tsys trading at Wunderlich Securities. "Off-the-runs are being hit in Tsys as the people are preferring the on-the-runs." US stocks seeing retail investors who jumped in at Monday stock mkt lows to bargainhunt, now get hurt today as stocks keep sliding he added. "The stock market was suspposed to do better today than it did yesterday" so retail investors now exiting some stocks to buy safe-haven assets such as Tsys "with guaranteed return of capital," he said. "Stocks are now sitting around the session lows. The 3pm to 4pm hour will be interesting."

US TSYS/STOCKS: Traders cited brisk black-box box selling in S&P Eminis, which brought the contracts to the lows around 2:36pm ET. Some of that money thought to go into Tsys, said traders.

[Esco]

DJ Spain, Germany Finance Ministers Say Spain's Borrowing Costs Are Too High
24-lip-2012
MADRID--The finance ministers of Germany and Spain said Tuesday in a joint statement that Spain's borrowing costs, currently at euro-zone-era highs, don't correspond to the fundamentals of the Spanish economy.
The statement released by Wolfgang Schaeuble and Luis de Guindos, who is visiting Germany, also noted that Spain is making progress in a number of much-needed economic reforms, including a recent constitutional change to limit the size of budget deficits that Spain's government can run.
The two officials also said they will push to create a banking union in the euro zone, as agreed last month by euro-zone leaders.
Write to David Roman at david

[Stforex]

MADRID--The finance ministers of Germany and Spain said Tuesday in a joint statement that Spain's borrowing costs, currently at euro-zone-era highs, don't correspond to the fundamentals of the Spanish economy.

W oczekiwaniu na dekret ustalający stopy procentowe dla Hiszpanii i współczynnik odzwierciedlania fundamentów gospodarki.

Szybciej Europo!