Barclays’i hinnangul võib Jaapani majandus neljanda kvartali jooksul langeda koguni 12.1%. Suure miinuse põhjusena tuuakse eelkõige tööstustoodangu ja ekspordi nõrkust. Lugu ise Bloombergi vahendusel.
Madal nafta ja gaasi hind teeb liiga ka USA põhjanaabrile Kanadale. 50% riigi ekspordiartiklitest moodustavad toormaterjalid ning toormaterjalide hinnalangus on kokku kuivatanud riiki suunduvad välisinvesteeringud. Samuti on edasi lükatud paljud suured investeeringud Kanada naftaliivadesse. Selle tulemusena on Kanada dollar USA dollari vastu 2008. aastal kaotanud 18% oma väärtusest ning 2009. aasta tõotab riigi jooksevkonto jaoks tulla defitsiidiga.
Panen siis juba graafiku ka. Aasta alguses maksis 1 CAD 10.85EEKi, nüüd siis 1CAD=9.0 EEKi.
Jälle üks pagana devalveerimine. Üks väheseid valuutasid mis raskel ajal ilmas performib on siis EEK :-) . CHF hoia alt, siit tuleb uus safe heaven.
Cynic, kui sa veel korra SAFE HEAVEN kirjutad, tulen annan sulle ise kere peale! :-D
See termin on SAFE HAVEN ehk turvaline sadam, kus torm üle elatakse.
See termin on SAFE HAVEN ehk turvaline sadam, kus torm üle elatakse.
Eks ta paraku nii on välja kukkunud. Raha EEKis/EURis hoidmine on praegu kasvatanud eestlaste ostujõudu inglaste vastu aastaga näiteks 25%. Kui aasta alguses maksis 1GBP 21.3 EEKi, siis täna on 1GBP=16.0 EEKiga....
Päris huvitav oleks muidu teada kui palju EEKi devalveerimise hirmus siin ärisid omanud rootsi ettevõtjad oma possu valuutariski maandades tänaseks SEKi kukkumise tõttu juba lutti on saanud.
Ja kui panna juurde veel korralikud intressimäärad, siis EEK viimase aja parimaid valuutasid maailmas (Läti lati järel muidugi). Viimane aeg EEK intresse alandada, muidu tugevneb veel liiga palju.
Ja üldse, Cynic kui sa valesti kirjutad tee seda eesti keeles, see sõna on Turvataevas
opex, veidi ÄP ajakirjanikele omast loomingulist lähenemist annab SAFE HEAVEN eestikeelseks vasteks siiski Seifiparadiis
Parem oleks vist turvakodu.
Eestlaste jaoks pigem pühakoda (loe: Viru keskus)
Eesti vanasõna aga ütleb, et loll saab kirikus (loe: pühakoda) ka peksa (loe: kaotab raha)
oma aktsiad tuleb parkida viru keskuse kauplusesse "Seifiparadiis" kus ma kohe ka peksa saan?
veeeerrriiii nnaaaaaiissss, ai laaik
veeeerrriiii nnaaaaaiissss, ai laaik
Piiratud intelligentsusastmega indiviid satub isegi sakraalehitises füüsilise vägivalla ofriks.
ei taha küll seda foorumit risustada, aga opex, kõik on võimalik.
Kinnisvarahinnad jätkavad kiiret langust:
Oct Case-Shiller Composite -18.0% vs -17.9% consensus
Oct Case-Shiller Composite -18.0% vs -17.9% consensus
Microsofti (MSFT) aktsia on olnud viimasel ajal nõrk ning praegu turgudel ringi käivad jutud, et ettevõte võib jaanuari keskpaigaks koondada 15 000 oma 90 000sest töötajatebaasist aitab seda selgitada.
Link siin.USA alustab päeva indeksite poole protsendise plussiga, nafta on aga 3.5% miinuses ja kaupleb $38.5 peal...
Saksamaa DAX +2.24%
Prantsusmaa CAC 40 +1.17%
Inglismaa FTSE 100 +1.23%
Hispaania IBEX 35 +0.84%
Venemaa MICEX -1.69%
Poola WIG +1.21%
Aasia turud:
Jaapani Nikkei 225 +1.28%
Hong Kongi Hang Seng -0.65%
Hiina Shanghai A (kodumaine) -0.95%
Hiina Shanghai B (välismaine) -0.11%
Lõuna-Korea Kosdaq +0.87%
Tai Set 50 +0.89%
India Sensex 30 +1.92%
Forget 2009 Predictions -- Wait for Proof
By Rev Shark
RealMoney.com Contributor
12/30/2008 8:14 AM EST
An optimist stays up to see the New Year in. A pessimist waits to make sure the old one leaves.
-- Bill Vaughan
With only two days of trading left in 2008, one of the favorite pastimes is to make predictions about what 2009 may hold for market players. Some are very hopeful and see this nasty recession coming to an end sooner than widely expected, and some are very pessimistic and foresee further pain before we finally hit bottom and start to recover.
My approach is to not even think about it too much. I really have no better insight than anyone else about when the economy and/or the market will turn. I can come up with very good optimistic arguments as well as compelling pessimistic scenarios, but frankly, I find the exercise to be more self-indulgent than helpful.
What I do know is that the economy is in very bad shape and the stock market is showing little life. Most of Wall Street wants you to deal with this by being optimistic that a turning point is not too far off. Of course, they wanted you to do the same thing many months ago as well and would have cost you a huge amount of money if you listened, but being wrong has never stopped Wall Street from dispensing advice.
My approach to the market is what it has always been. I want some proof of change before I act on it. It isn't enough that someone provide me with some nice, neat, logical arguments. I want to see stocks acting like they believe that something really has changed.
The argument against such an approach is that you will miss out if you aren't fully loaded up at the moment the market turns. In fact, that is the argument, that keeps so many people buried in stocks that are downtrending.
My experience is that major market turns provide plenty of time to jump in and participate in the gains. Good markets go up over the course of weeks and months. If a rally lasts for a few days, then it's likely nothing more than a bear-market bounce seeking new victims to rob.
I have no idea what will happen in 2009, but I do know that I will be ready, and that makes me very optimistic. Conquering the market beast isn't done by reading a crystal ball. It is done by having capital ready, making a game plan and keeping an open mind. If you are mentally prepared for anything, you have already won half the battle.
We have a slightly positive open on the way as overseas markets rose and oil pulls back. The news flow is slow once again, but we have the Chicago PMI and consumer sentiment later today. Trading should stay choppy as traders are still hoping for a little seasonality to finish the year and are going to push.
-----------------------------
Ülespoole avanevad:
M&A news: EMAG +58.2% (Health Systems Solutions and Emageon extend merger closing)... Select overseas oil/gas names trading higher: PBR +3.6%, RDS.A +2.1%, TOT +1.7%... Select metals/mining names showing strength: MT +3.4%, BHP +2.6%, BBL +1.6%... Other news: HOKU +13.3% (Hoku, U.S. Bank, and United Fund Advisors announce financing for solar power projects at Hawaii airports), GM +8.3% (Treasury announces TARP investment in GMAC), F +7.2% (up in sympathy with GM), IRM +7.0% (will replace UST in the S&P 500), SVNT +6.7% (Pegloticase BLA filing accepted for priority review by FDA), HUN +6.2% (receives final $425 mln payment from Apollo Affiliates), AMD +4.8% (discloses it implemented a restructuring plan; will record in Q4 of fiscal 2008 ~$70 mln charge), DOW +4.4% (modestly rebounding from yesterday's 15%+decline), NOK +3.2% (still checking for anything specific).
Allapoole avanevad:
In reaction to disappointing earnings/guidance: RICK -6.3%... Select gold related names showing weakness with lower spot prices: GFI -4.5%, GG -2.5%, IAG -2.5%, HMY -2.4%, AEM -1.5%, GLD -1.0%... Other news: NYT -7.8% (filed for a mixed shelf offering for an indeterminate amount), CX -4.0% (still checking for anything specific).
By Rev Shark
RealMoney.com Contributor
12/30/2008 8:14 AM EST
An optimist stays up to see the New Year in. A pessimist waits to make sure the old one leaves.
-- Bill Vaughan
With only two days of trading left in 2008, one of the favorite pastimes is to make predictions about what 2009 may hold for market players. Some are very hopeful and see this nasty recession coming to an end sooner than widely expected, and some are very pessimistic and foresee further pain before we finally hit bottom and start to recover.
My approach is to not even think about it too much. I really have no better insight than anyone else about when the economy and/or the market will turn. I can come up with very good optimistic arguments as well as compelling pessimistic scenarios, but frankly, I find the exercise to be more self-indulgent than helpful.
What I do know is that the economy is in very bad shape and the stock market is showing little life. Most of Wall Street wants you to deal with this by being optimistic that a turning point is not too far off. Of course, they wanted you to do the same thing many months ago as well and would have cost you a huge amount of money if you listened, but being wrong has never stopped Wall Street from dispensing advice.
My approach to the market is what it has always been. I want some proof of change before I act on it. It isn't enough that someone provide me with some nice, neat, logical arguments. I want to see stocks acting like they believe that something really has changed.
The argument against such an approach is that you will miss out if you aren't fully loaded up at the moment the market turns. In fact, that is the argument, that keeps so many people buried in stocks that are downtrending.
My experience is that major market turns provide plenty of time to jump in and participate in the gains. Good markets go up over the course of weeks and months. If a rally lasts for a few days, then it's likely nothing more than a bear-market bounce seeking new victims to rob.
I have no idea what will happen in 2009, but I do know that I will be ready, and that makes me very optimistic. Conquering the market beast isn't done by reading a crystal ball. It is done by having capital ready, making a game plan and keeping an open mind. If you are mentally prepared for anything, you have already won half the battle.
We have a slightly positive open on the way as overseas markets rose and oil pulls back. The news flow is slow once again, but we have the Chicago PMI and consumer sentiment later today. Trading should stay choppy as traders are still hoping for a little seasonality to finish the year and are going to push.
-----------------------------
Ülespoole avanevad:
M&A news: EMAG +58.2% (Health Systems Solutions and Emageon extend merger closing)... Select overseas oil/gas names trading higher: PBR +3.6%, RDS.A +2.1%, TOT +1.7%... Select metals/mining names showing strength: MT +3.4%, BHP +2.6%, BBL +1.6%... Other news: HOKU +13.3% (Hoku, U.S. Bank, and United Fund Advisors announce financing for solar power projects at Hawaii airports), GM +8.3% (Treasury announces TARP investment in GMAC), F +7.2% (up in sympathy with GM), IRM +7.0% (will replace UST in the S&P 500), SVNT +6.7% (Pegloticase BLA filing accepted for priority review by FDA), HUN +6.2% (receives final $425 mln payment from Apollo Affiliates), AMD +4.8% (discloses it implemented a restructuring plan; will record in Q4 of fiscal 2008 ~$70 mln charge), DOW +4.4% (modestly rebounding from yesterday's 15%+decline), NOK +3.2% (still checking for anything specific).
Allapoole avanevad:
In reaction to disappointing earnings/guidance: RICK -6.3%... Select gold related names showing weakness with lower spot prices: GFI -4.5%, GG -2.5%, IAG -2.5%, HMY -2.4%, AEM -1.5%, GLD -1.0%... Other news: NYT -7.8% (filed for a mixed shelf offering for an indeterminate amount), CX -4.0% (still checking for anything specific).