Börsipäev 13. jaanuar

Jim Cramer on täna RealMoney all üllitanud teksti pealkirjaga 'Nat Gas is Happening With or Without Obama'. Meeldib meilegi maagaasisektor ning meie omalt poolt pooldame pikaajaliste investeeringute tegemist USA suuruselt teise maagaasitootjasse Chesapeake Energy'sse (CHK).
Baidu üsna radioaktiivne hetkel, kel närvi võib proovida

http://www.thestreet.com/_yahoo/story/10660528/1/baidu-soars-as-google-rethinks-china.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA

Toornafta varud suurenesid oodatust rohekm:

Dept of Energy reports that crude oil inventories had a build of 3699K (consensus is a build of 1500K); gasoline inventories had a build of 3791K (consensus is a build of 1700K); distillate inventories had a build of 1353K (consensus is a draw of 1300K).

White House bank-tax proposal to target liabilities, sources say - WSJ
Ilmselt on selle uudise taga finantsi tugevus ja finants ühtlasi ka kogu turu tõusu vedanud. REIT ka tugevad.
$21 bln 10-year Note Auction Results- Yield: 3.754% (3.763% expected); Bid/Cover: 3.00x (6-auction Avg 2.85x, prior 2.62x); Indirect Bidders: 29.0% (6-auction avg 45.7%, prior 34.9%)
Ja taaskord olukord, kus turu tõusu taga on käive S&P 500 futuurides ja SPY-s. Turu kogukäive siinkohal suht nigel.
ERX ja ERY hetkel mõlemad +0.3% tõusus, XLE +0.10%.
Fed's Evans says still sees extended period of low-interest rates - DJ
Fed's Evans says economy must improve in strongly sustainable fashion before fed chances policy - Reuters
2 minuti pärast Beige Book ja Treasury Budget väljas.
Bank of America (BAC) said to reduce cash component of bonuses to 15%-- Bloomberg
Beige Book: Credit Quality Still Worsening Since Last Report - DJ
Fed's Beige Book: Economic Activity Low, But Improving Slightly - DJ
December Treasury Budget -$91.9 bln vs -$92.0 bln consensus
S&P lowers various California debt ratings
Standard & Poor's Ratings Services lowered to 'A-' from 'A' its ratings and underlying ratings (SPURs) on California's $63.9 billion of general obligation (GO) debt, and to 'BBB+' from 'A-' its ratings and SPURs on the state's $9.4 billion of appropriation-backed lease revenue bonds. We also lowered to 'A-' from 'A' our rating on the state's $1.9 billion proposition 1A receivables program bonds, and to 'A-2' from 'A-1'our rating on the state's $2 billion commercial paper (CP) program. At the same time, we affirmed our 'SP-1' short-term rating on the state's $8.8 billion in revenue anticipation notes (RANs). The outlook is negative. Our 'A+' ratings and SPURs on the state's roughly $8.06 billion of sales tax-supported GO economic recovery bonds are not affected. These ratings have a stable outlook. The rating actions reflect our view of the state's credit quality in light of its severe fiscal imbalance and the impending recurrence of a cash deficiency if the state's revenue and spending trajectories continue.
Kas VTAL viimaste päevade tõusul mõni uudis ka taga on
VTAL astub täna publiku ette Needhami Growth stock konverentsil, muid uudised ei paista. Käive üsna õhuke nii, et kui keegi kergelt ostmas, siis ka kerge hinda liigutama.
Hetkel tundub nagu kellelgi oleks juba makroandmed olemas, kummaline liikumine täna. Eriti mõistmatuks jääb jällegi futuuride ja SPY üsna korralik käive vs Hr. Turu lahja käive.