Pogaduchy przy porannej kawie

[mike_05]

a tymczasem...

http://www.guardian.co.uk/politics/2012 ... sfeed=true

projekt przyśpiesza i obrasta w konkrety

[259]

Co ci ludzie w nocy wyprawiali? Po jaką cholerę zrobili risk off tylko po to żeby to rano odkupywać? I to z znikąd - nic złego się nie dzieje, a jakby nawet kto się dokładniej przyjrzał to widać przymiarki pod luzowanie dla Greków i Chiny nie takie straszne...
Tak czy inaczej tygodniowy rozkład jazdy nie za bardzo mi teraz pasuje ;-)
Kangur znów stał się ofiarą EURAUD... za dobrze chyba mają w tej EZ

[Freddie]

Trzeba było dolny cień na w1 zrobić

[Stforex]

German government spokesman rules out a further Greek debt haircut
German government spokesman Seibert says Greece must fulfil bailout conditions

No tak. Pierw zmusili wierzycieli do wzięcia strat, ale sami już tacy chętni to nie są

[259]

US Retail Sales wypadł lepiej od oczekiwań ale zaplątał się też Empire Manufacturing który wypadł zanacznie gorzej. Remis.

US Sept Retail Sales Ex-Autos And Gas +0.9% Vs +0.4% Exp
By Adam Button || October 15, 2012 at 12:30 GMT

Prior ex-autos and gas was +0.1% (revised to +0.3%)
Headline retail sales +1.1%
Ex-autos +1.1% vs +0.6% exp
Great report on the first look. Strong numbers and strong revisions.

US Oct Empire Fed -6.16 Vs -4.00 Exp
By Adam Button || October 15, 2012 at 12:30 GMT

Prior reading was -10.41

EDIT: no nie do końca taki remis - USDJPY idzie w górę jak na risk on przystało...
EDIT2: akurat - USDJPY idzie w górę przez cały dzień tylko dlatego, że jen leci na pysk cały dzień...

[259]

Consumer confidence and retail sales begin to correlate, for a change
By Jamie Coleman || October 15, 2012 at 12:33 GMT

Stripping out autos and gasoline, US retail sales rose a solid 0.9% in September. That’s good news for the present occupant of the White House.

Empire improved from last month but fell short of forecasts at -6.2. Overall, the data is supportive of the risk trade, especially as the NY Fed tells us the Fed will stay easy even after the economy recovers.

[Esco]

Overall, the data is supportive of the risk trade, especially as the NY Fed tells us the Fed will stay easy even after the economy recovers.

Dobre dane = QE działa = usprawiedliwienie dla dalszego QE.
Złe dane = Potrzeba więcej QE.

[niemiaszek]

GOLD: Spot gold holds at $1733.75/oz, on the low side of a $1729.55 to
$1752.99 range. At the earlier low, the precious metal was off $66 or
3.7% from the fall highs of $1795.69, seen Oct 5. The break below the
Sept 26 lows near $1737.50 set off light stops, with an eye now on the
Sept 13 lows around $1716.64, and beyond that the 55-day moving average,
which comes in currently at $1699.20. Edel Tully, precious metals
analyst at UBS says there has been "investor fatigue" after gold failed
to take out $1790 again last week "and some frustrated longs are getting
out." At the same time, she notes that "Asian buying is stepping in to
meet some of the liquidation," and that exit volumes for gold are "not
overwhelming."


CHINA/US FX: Re the Treasury Department Friday announcing a delay
in the semi-annual FX report (until after the Nov 4-5th G-20 meeting),
Steve Barrow of Standard Bank reminds that this report is often delayed.
"...There's no way that the report is likely to come through before the
election as any lack of citing for China will play into Romney's
hands - as he is still promising to cite China from day one," he says.
Barrow stresses that even if if Romney is elected, "it's the Treasury
report - and not the president that does the citing." And even if Romney
wins as promised and names China as an FX manipulator, "China could have
altered its currency policy to avoid an actual citing," Barrow says.
The PBOC set the yuan central parity rate vs the dollar at CNY6.3112
Monday, with the yuan higher than Friday's Cny6.3264 rate, but below the
record yuan high of Cny6.2670 set May 2.

[259]

Wygląda na to, że doczekałem się wreszcie korekty na metalach.. ciekawe teraz gdzie będzie dołek...
U mnie 55 DMA wychodzi 1724 ale ja to liczę po dniach Oandy. Może jakbym liczył po CME czy Globex wyszłoby inaczej. Np. nie ma tych idiotycznych słupków niedzielnych.

[Sildra]

Na DailyGold bodajze wyszlo im 1719. U siebie na Dukasie nie patrzylem. Pozniej to widza 1699. Wszystko tak blisko siebie, ze trzeba byc chyba wrozka.