Pogaduchy przy porannej kawie

[259]

More Draghi…..
Written by Pete Jackson
October 9, 2012 at 07:49 GMT

ESRB is publish a ‘dashboard warning system’
ESRB welcomes commission banking union proposal
Single supervisory mechanism (SSM … bloody hate acronyms) is a vital part of banking union and is welcome non-euro members that wish to opt in
Austerity is depressing growth in some regions ( no shit sherlock)
Need to act on gender imbalance at ECB,ESRB ( More women employees?)
ECB needs a complete executive board now, Mersch nomination for ECB board should go through.

EUR/USD, off the lows of 1.2907 around 1.2927 now, and i’m being told that Middle Eastern names were among the buyers just under 1.2910. Seems also there was some confusion over where exactly the Spanish 10 yr bond yields were earlier, with reports they were over 6% ,but this appears to have been incorrect .

[niemiaszek]

zjazd na edku się od tego zaczął...

BUNDS: Impressive recovery in Bunds seen earlier following reaction
to DJ story on Greece saying "creditors still at loggerheads over how to
tackle Greek debt", Traders also note story on MNI saying Greece's
bailout partners giving Athens had just ten days to make good on some 89
past promises if it hoped to receive a bankruptcy-saving infusion of
aid. The October 18 deadline, the date of the next EU leaders' summit,
comes as Greek and Eurozone officials speed up their efforts to decide
on disbursement of a E31.5 billion loan tranche amid warnings that
Athens will run out of cash by the end of November. Some traders also
cite confusion surrounding the Spanish yield, where one newswire is
quoting the wrong generic for 10-year Bono. Dec Bunds are up 5 ticks at
141.44.

[niemiaszek]

pełne streszczenie co powiedział:

ECB DRAGHI: Economy continues to face challenging times
- Financial acitivity remains 'impaired' in some areas
- ESRB welcomes commission plan on banking union
- Single resolution mechanism key part of bank union
- Non-euro banks should have same footing in bank union
- Single bank supervisor will not split EU internal mkt
- No doubt fiscal consolidation cuts growth in short term
- but consolidation lays groundwork for sustained growth
- Separating retail, investment banking needs more study
- Separating mon pol, supervision is cornerstone concept
- Have to wait for Troika report on Greece
- Greece progress on reform has been significant
- On Greece we see progress, need for further work
- OMT aims to remove redenomination risks
- Confidence has improved but not yet restored
- ECB trying to find debt solution with Irish govt
- OMT to provide fully effective backstop for euro area
- Expect weak economic activity in the near term
- Risks remain on downside because of market tensions
- Underlying price pressures should remain moderate.

dokładnie tak jak napisał 259, że o wszystkim już było wiadomo i żadnego zaskoczenia z jego strony dla rynków

[niemiaszek]

każda okazja dobra do szybkiego skasowania zysku i kupienia jakiegoś dołka

EURO-DOLLAR: One trader adds that move to $1.2934 seen on US name buys
for real money but said to have met supply from major Swiss and German
names. Rate currently trades around $1.2928. Stops $1.2940/45.

no i widać kto ten dołek kupił

jednak po mojemu to jeszcze nie był ten właściwy dołek
a jak będzie to zobaczymy

[Wirus]

Dla mnie te spadki, to po prostu realizacja zysków, której zresztą można było się spodziewać już w piątek. Dzisiejsza kontynuacja, to od strony technicznej może być zrealizowana RGR.

[Stforex]

04:30 UK Visible Trade Balance (GBP/mln) (Aug) M/M -9844 vs. Exp. -8500 (Prev. -7149, Rev. to -7337)
Trade Balance Non EU (GBP/mln) (Aug) M/M -4972 vs. Exp. -4000 (Prev. -2877, Rev. to -2929)
Total Trade Balance (GBP/mln) (Aug) M/M -4169 vs. Exp. -2380 (Prev. -1517, Rev. to -1705)

UK Manufacturing Production (Aug) M/M -1.1% vs. Exp. -0.7% (Prev. 3.2%, Rev. to 3.1%)
UK Manufacturing Production (Aug) Y/Y -1.2% vs. Exp. -0.7% (Prev. -0.5%, Rev. to-0.7%) 04:30

UK Industrial Production (Aug) M/M -0.5% vs. exp. -0.5% (Prev. 2.9%, Rev. to 2.8%)
UK Industrial Production (Aug) Y/Y -1.2% vs. Exp. -1.1% (Prev. -0.8%)

Wyjątkowo słabo w UK

[Sildra]

Ja tam nie mam nic przeciwko żeby kupić jakiś porządniejszy dołek Tylko te dołki jakieś płytkie...

Wygrzebałem taki obrazek z początku roku. Od początku 2012 linie poziomów były wręcz wzorowe, dlatego mam na tym punkcie fisia w przypadku złota

[Stforex]

04:31 ECB's Draghi says to easy to think the ECB can replace government action and print money

04:30 Italian GDP (Q2) (F) Q/Q -0.8% vs. Exp. -0.7% (Prev. -0.7%)
Italian GDP (Q2) (F) Y/Y -2.6% vs. Exp. -2.5% (Prev. -2.5%)
04:30 Italian Deficit to GDP (year to date) (Q2) Q/Q 5.0% vs. Prev. 8.0% (Rev. 7.3%)

Czyli jest źle i nieźle zarazem

[mike_05]

Dla mnie te spadki, to po prostu realizacja zysków, której zresztą można było się spodziewać już w piątek. Dzisiejsza kontynuacja, to od strony technicznej może być zrealizowana RGR.

reverseHSH na tygodniowym edka jest możliwe i widoczne, moim zdaniem obserwować CCI, powinien być drugi szczyt.

[mike_05]

druga wersja podobna