Pogaduchy przy porannej kawie

[259]

A tymczasem na rynku długu zakupy hiszpańskich papierów idą na całego - pewnie, trzeba się pospieszyć póki jeszcze można zrobić ekstra 5%+
Moody wczoraj "potwierdził jakość inwestycyjną" długu hiszpańskiego t.j. nie zdegradował go do śmieci. Ale i tak, kto teraz patrzy na te literki gdy widzi taką rentowność... ;-)
Tak długo jak to jedzie w dół nie ma co się martwić o Euro. Przynajmniej na tym etapie bo w końcu kiedyś przestanie to mieć wpływ na wspólna walutę - nie tylko Hiszpania jest w tym kołchozie - Francja ma coraz większe problemy. Szczególnie, że Hollande tylko dolewa oliwy do ognia swoimi wspaniałymi pomysłami - co nie zrobi to efekt odwrotny od zamierzonego…

[niemiaszek]

US STOCKS/FX VIEW: Greg Anderson of CitiFX says the so far, US Q3
earnings season has been "kind to currencies." Of the 41 S&P 500 firms
that have reported, "34 have beat expectations, 6 have fallen short and
1 hit expectations on the nose," he says. Accordingly the S&P 500
futures are rising, with the EUR and AUD firming also. Earnings will
likely stay center stage for the next 3 trading days and by then, the
market will have a sense if the good news will remain. "With currencies
running somewhat ahead of equity futures, the earnings season uplift
might get EURUSD to 1,3250 and AUDUSD to 1.0450 by Friday, but at that
point it will take positive news from other themes (European finance
officials meeting, flash PMIs, etc) for currencies to extend their
gains," Anderson says.

[Stforex]

No trochę przesadziłem z tą windą ... sorki, mam trochę tego Kangura i czasami mnie ponosi...

Haha, no co Ty. Nie przepraszaj

[niemiaszek]

EURO-DOLLAR: While the market eyes a retest of the mid Sept highs
near $1.3165/70, George Davis, chief technical analyst at RBC Capital
Markets, is watching a down trendline from May 2011, which comes in
around $1.3136. This should be viewed a "pivot point for an increase in
bullish momentum," he says, adding that "a daily close above $1.3136
would produce a bullish trend reversal in this regard, shifting the
focus to the May 1 high at $1.3284, followed by the March 27 high at
$1.3385." On the downside, Tuesday's short-term breakout point at
$1.3012 will be initial support followed by $1.2815. "At a minimum, we
will have to close below $1.2815 in order to nullify the bullish
backdrop," Davis says.

[259]

“In the past we have seen waterfall type declines when small speculators are heavily leveraged. But the market has changed. When the physical market was not as strong as it is now, these corrections would go $200 to $300 in gold. As an example, we went from a previous peak of about $1,900 down to around $1,500, or roughly $400 in that case.”

The London Trader continues:

“We are not going to see that this time. It’s not going to happen that way this time. Back then, the central bank buyers and these sovereign buyers were quite happy to sit and wait for a lower price. Now they are not. These buyers want out of their dollars and euros and they want physical gold and silver.

In the past, central banks have had the luxury of sitting back and waiting for the price to come to them. Right now you have different central banks and different sovereigns competing with each other to buy gold, and in some cases silver as well.

There are simply too many buyers right now, and the competition to buy physical is extremely fierce right now....

http://kingworldnews.com/kingworldnews/ ... ierce.html
Wiem, wiem - pisałem, że to bardzo szczególny serwis z góry ustawionym spojrzeniem na świat w połączeniu z nieśmiertelną konspirą... ale ten kawałek jest dobry. Czasami im się zdarza. Dlaczego ten akurat jest dobry, a reszta śmieci? Bo pochodzi od kogoś kto handluje na dużym rynku, a nie tych co o tym tylko opowiadają ;-) EDIT: skąd wiem? Bo jak do tej pory się na nim nie zawiodłem. Rzadko się pojawia, ale jak już coś powie... od kilku już lat.
Trzeba go tylko nieco obrać z sensacyjnej oprawy...

[259]

Federal Reserve Terrorist Plot Foiled

By Adam Button || October 17, 2012 at 19:25 GMT

News services are reporting that the FBI and NYPD have arrested a terrorist in a plot to bomb the Fed and other NYC targets.

Do czego to dochodzi! FED zalewa świat dolarami i ktoś chce wysadzić FED? To jak próbować wysadzić kurę znoszącą złote jaja...

[Stforex]

S&P cuts Cyprus to B from BB; outlook watch negative

S&P says ratings on Bank of America (BAC) unaffected by fair Q3 results 15:23 French finance minister says positive talks with Moody's regarding France's rating

Uaktywnili się ostatnio... jak się sezon urlopowy skończył.

Przypominam, że za 13 minut gruba paka danych z Chin!

02:00 CNY Industrial Production YTD YoY (SEP)

02:00 CNY Industrial Production (YoY) (SEP)

02:00 CNY Fixed Assets Inv Excl. Rural YTD YoY (SEP)

02:00 CNY Real GDP YTD (YoY) (3Q)

02:00 CNY Real GDP (QoQ) (3Q)

02:00 CNY Real GDP (YoY) (3Q)

02:00 CNY Retail Sales YTD YoY (SEP)

02:00 CNY Retail Sales (YoY) (SEP)

EDIT:

CHINA DATA: The following data was released by the National Bureau of Statistics this morning:
-- 3Q GDP +7.4% y/y vs MNI median +7.4% y/y; 2Q +7.6%
-- 3Q s.a. real GDP +2.2% q/q vs 2Q revised +2.0% q/q
-- September industrial output +9.2% y/y vs MNI median +9.0% y/y
-- Jan-Sep fixed investment +20.5% y/y vs MNI median +20.2% y/y
-- September retail sales +14.2% y/y vs MNI median +13.2%

[Stforex]

GREECE: Although Greece and Troika lenders seem close to a new austerity deal, both side acknowledge that some issues still remain unresolved, the website eKathimerini reports.

UK PRESS: As the countdown begins in earnest towards the Scottish Independence referendum in 2014, an opinion poll for the Times suggests that support for an independent nation down sharply, standing at just 30%, off the 35% seen in June and the 39% seen in January.

Ciekaw jestem, czy to dlatego brytole zdecydowali się na to referendum. To trochę jak z przywilejem wyboru czasu i miejsca. Wyczekali dogodny moment.

EUROPEAN STOCKS: Major European bourses are initially seen trading modestly higher on Thursday. Spreadbetters Cantor Index are calling the FTSE up 5, the DAX higher by 2 and the CAC up 2.

[259]

Chińskie dane wypadły nieźle, zgodnie z oczekiwaniami i przez to "zawiodły" bo spodziewano się nieco więcej. Najbardziej "zawiódł" GDP - 7.2% bo o 2 dziesiąte punktu procentowego niżej niż w zeszłym roku.
Ale tak naprawdę to zawiódł ktoś inny, ten kto pochopnie nacisnął SELL na Kangurze - znów ciężka łapa (fat finger). Ostatnio City wywaliło takiego jednego co miał z tym kłopoty ;-)

[Stforex]

JAPAN DATA: Monthly data from the Japan Iron and Steel Federation: -- Domestic crude steel production (often used in forecasting industrial production whose September figures are due on Oct. 30) totaled 8.798 million tons, down 1.0% y/y in September. -- September output posted the first y/y drop in seven months vs. +3.3% in August, +1.2% in July and +3.5% in June. -- Steel production accounts for around 6% of Japan's manufacturing and mining production.

FOREX: The dollar is trading higher across the board in Asian trade Thursday, as the major pairs fail to find support from the largely in line to slightly-better-than-expected China data. Euro-dollar was inching lower from the getgo, with the pair last at $1.3094, the lower end of the session's $1.3088 to $1.3120 range. Selling was seen from hot money accounts, as some traders noted squaring of positions ahead of the EU leaders Summit. Weighing to some degree is the Cypriot downgrade. Offers are seen above from $1.3140/50, although good-sized stops are building around $1.3160. Bids are seen below at $1.3050 and $1.3010/15. Dollar-yen was trading at Y79.10. having traded a range of Y78.90 to Y79.20. Japanese importer demand helped push the pair higher, along with hot money buying. Offers are initially seen at Y79.20/25. The aussie was modestly lower, but unable to hold the gains seen in the wake of the China data. Aussie-dollar was last at $1.0380, having touched an early h