dwa dni temu:
EURO-DOLLAR: CitiFX Strategy are going short euro-usd at $1.3097, targeting
$1.2750 with a stop at $1.3315. They feel that risks in the European banking
sector are on the rise again, with the ratio between Eurozone and US banks stock
indices close to its record low of July 2012 when the fx rate was close to
$1.20. Secondly Government funding costs are moving back to their highest levels
since the start of the year. Lastly with Euro money market rates moving closer
to Feb highs and the euro strong on a TWI basis , Mr Draghi warned that
excessive currency moves could lead to inflation undershoot, and addressed the
unwelcome tightening in money mkts, resulting in euro yields and and euro-usd
coming off promptly. They feel " A potential repetition of these events could
make investors rather cautious on the near term outlook for EURUSD ahead of the
ECB meeting on July 4."
a dzisiaj już taka śpiewka:
EURO-DOLLAR: CitiFX Wire comment that euro-dollar has not yet been able to break
decisively (nor close) below the 50-, 55-, 100- and 200-DMAs clustered between
1.3081-74. Turnover this morning described as not huge but CitiFX Wire say flow
does have a bias of 54% in favour of selling which could open potential for a
squeeze as a result of the current lack of downward momentum. Euro-dollar
currently trades around $1.3070. Asian traders have noted strong demand in place
between $1.3060/50 listing sovereigns and European corporates among the
interested buyers.
... czy i kiedy się to wywali? Ciężar podatkowy można nakładać tylko do pewnego momentu. Widać to we Francji (ucieczka bogatych po wprowadzeniu 75% podatku), Szwecji (jedna pisarka miała do zapłacenia 102% podatku od zysków i musiała jeszcze dopłacić), czy USA po wyczynach Obamy (nasiliła się ilość rezygnacji z obywatelstwa). Bogaci zawsze będą uciekać do niższych kosztów, bo tak się m.in. buduje to bogactwo - przez cięcie kosztów. Biedni natomiast jeszcze nigdy nie stworzyli żadnego miejsca pracy - a przynajmniej o tym nie słyszałem. Dojdzie do tego, że w krajach o przerośniętych kosztach zostaną sami biedni urzędnicy, oprocentowani na 99%, ubezpieczeni w ZUS....
