See kuidas detsembri lõpu 360K pealt 300K peale kukuti, et siis tagasi 375K peale põrgata, erilist trendi veel tõesti ei näita. Meeleheitel koduperenaised said lihtsalt teada, et kõik ei olegi USAs nii roosiline ja kupatasid oma mehed ja loodrist pojad tööle... aga kuna tööd eriti saada ei olnud enam, siis võiks vähemalt abirahad koju tuua.
Karum6mm,
Vastates su küsimusele, siis mina ECB olevate persoonide pähe tõesti ei näe :)
Aga ei välista tõesti ka tõenäosust, et väga varsti baasintressi kallale minnakse...
Vastates su küsimusele, siis mina ECB olevate persoonide pähe tõesti ei näe :)
Aga ei välista tõesti ka tõenäosust, et väga varsti baasintressi kallale minnakse...
Neile ca 300K'stele numbritele ei tasuks vast väga palju tähelepanu pöörata, sest see on tingitud rohkem sesoonsusest, kus jaanuari esimestel nädalatel ongi need numbrid väiksemad...
Aasia rohelisem, euroopa veenvalt punane ja USA alustab töötu abirahade oodatust suurema numbri järel ka 1% jagu miinuses.
Saksamaa DAX -2.43%
Prantsusmaa CAC 40 -2.11%
Inglismaa FTSE 100 -2.30%
Hispaania IBEX -1.65%
Venemaa MICEX -3.68%
Poola WIG -1.67%
Aasia turud:
Jaapani Nikkei 225 +1.85%
Hong Kongi Hang Seng -0.84%
Hiina Shanghai A (kodumaine) -0.77%
Hiina Shanghai B (välismaine) -1.88%
Lõuna-Korea Kosdaq +0.95%
Tai Set +3.15%
India Sensex -0.62%
Despite the Cut, We Still Have Problems
By Rev Shark
RealMoney.com Contributor
1/31/2008 7:57 AM EST
All progress is precarious, and the solution of one problem brings us face to face with another problem.
-- Martin Luther King Jr.
For about an hour after the FOMC cut interest rates yesterday afternoon, the market was anxious to embrace the idea that the solution to our many economic problems is at hand. Many wanted to believe that the Fed cut would cause the market to quickly right itself and begin to ascend once again. Unfortunately, things fizzled quite quickly, and a 200-point rally in the DJIA turned into a loss.
The problem was twofold. First, the Fed interest rate cut had been well anticipated by the market. For several weeks, fed funds rates showed that the market believed there was an 70-80% chance of a half-point cut. Despite that, many pundits acted as if this was some surprising and unexpected news rather than something that has already been priced in to some degree as we bounced over the past week.
Even if this cut had not been entirely anticipated, we still have plenty of problems with the economy that are not magically cured by a rate cut. The bond insurance companies were one such problem that spooked the market yesterday and led to the sudden reversal in the post-Fed rally.
The really big problem that still persists was highlighted in a press release last night in which Standard & Poor's stated that total losses from residential-backed mortgage securities and collaterized debt obligations will likely exceed $265 billion. S&P expects losses in the U.S. to start showing up in regional banks and credit unions and for large European banks to increase their write-offs. There has been about $100 billion of losses taken already on these instruments, so we have a long way to go before the news is exhausted if this report is correct.
Even if you do believe we are out of the woods economically, we have no confirmation of that idea in the charts. The indices are still struggling to break out of the recent downtrend. Many market pundits don't much care about that. They want to believe that our problems are ending, and they will buy into the teeth of deteriorating technical conditions.
Unlike many of the market observers I heard last night, I'm not convinced that the Fed interest rate cuts are going to deliver long-lasting relief for the stock market. I'm open-minded, though, and if the charts start to improve I'll be willing to buy. It is going to take more than a few good days to fix the damage that has been done, and very few charts offer good longer-term entry points, so that means staying in heavy cash for now.
If I miss out on the start of a market recovery, that will be the price I pay for requiring technical confirmation, but if the market is really returning to health, there will be plenty of time to profit down the road. Too many investors worry about missing out on gains rather than protecting capital, and they end up deeply in the hole as a result. I'd rather protect my capital zealously and look for profits only when the odds are strongly in my favor. Right now, the odds favor the bears.
We have recovered somewhat from the beating we were taking after-hours last night, but the market is still set to open in the red. European stocks struggled with continued issues in the financial sector, while Asian stocks were mixed.
In other news, I will be speaking on "Why Being a Small Investor Is Your Greatest Advantage" at the World Money Show in Orlando, Fla., on Thursday, Feb. 7 at 6 p.m. If you'd like to attend, you can register for free by calling 800-970-4355 (mention priority code #010659) or by visiting the World Money Show Orlando Web site.
-----------------------------
Ülespoole avanevad:
In reaction to strong earnings/guidance: CNQR +14.3%, OI +10.7%, RSTI +9.9%, SMCI +8.4%, ADS +7.7% (also upgraded to Outperform at JMP and Wachovia), MC +7.4%, ITG +7.3%, MA +5.8%, TSCO +5.5%, FLO +4.9%, FSTR +4.8%, EGHT +4.8%, ISSC +4.3%, MAT +4.2%, HRS +3.6%, TSM +3.5%, MLNX +3.4%, UTEK +3.1%, KEX +2.9%, ESLR +2.7% (also ESLR and DC Chemical announce second polysilicon supply agreement), MUR +2.4%, CL +2.0%... M&A news: ADBL +22.2% (to be acquired by Amazon for $11.50 per/share)... Other news: KOG +14.3% (announces definitive Vermillion Basin exploration agreement with DVN), EMKR +6.7% (enters into a multi-year agreement to supply solar concentrator photovoltaic systems for utility scale power projects), MEH +3.0% (announces DoJ closes investigation of pending acquisition of Midwest Air Group; transaction expected to close 1/31), AMAG +3.0% (provides additional clinical information on ferumoxytol)
Allapoole avanevad:
In reaction to weak earnings/guidance: ARAY -30.6% (also downgraded to Hold at Soleil), CDNS -21.7% (also downgraded to Underweight at JPMorgan), BLOG -18.4%, DWCH -16.7%, AMZN -12.0%, MBI -10.5% (also S&P reviewing debt securities), HSTX -9.3% (also downgraded to Hold at Morgan Joseph), RNOW -8.4%, CAM -8.3%, GSOL -7.7%, MTSN -6.8% (also downgraded to Average at Caris), ASX -6.8%, DCP -6.6%, HHS -4.9%, OIIM -4.6%, NEWP -4.5%, HERO -4.5%, PHM -4.2%, VOD -4.2%, NVLS -3.8%, SBUX -3.7% (also downgraded to Accumulate at ThinkEquity), HOLX -3.7%, NDAQ -3.7%, HBI -3.5%, AFL -3.2%, VIRL -3.1%, EQT -2.8%, GMCR -2.6%, MIPS -2.1%, HOT -2.1%, ICE -1.7%, CVD -1.2%, ATK -1.1%... Select financial names showing weakness with S&P review of debt securities having 'ripple impact' on the financial markets: BCS -7.4%, ING -5.4%, DB -4.0%, C -3.0%, MER -2.7%, BSC -2.5%... Other news: OVEN -14.6% (down following SBUX plans to discontinue warm breakfast sandwiches by year-end ), TSL -12.0% (announces management changes and resignation of CFO), ABK -7.8% (S&P reviewing debt securities), BZH -7.8% (down in sympathy with PHM), CFC -2.6% (confirms Florida subpoena - WSJ), JCP -1.3% (to merge operations, cut jobs - WSJ), LLY -1.1% (working on a settlement with federal prosecutors on Zyprexa, which could result in LLY paying $1 bln in fines)... Analyst downgrades: UBS -7.5% (downgraded to Underweight at Morgan Stanley), ADBE -5.0% (downgraded to Underperform at Jefferies), RL -4.5% (downgraded to Neutral at BofA, downgraded to Underperform at Morgan Keegan), MNST -3.9% (downgraded to Hold at Deutsche Bank), YUM -3.7% (downgraded to Hold at Deutsche Bank).
By Rev Shark
RealMoney.com Contributor
1/31/2008 7:57 AM EST
All progress is precarious, and the solution of one problem brings us face to face with another problem.
-- Martin Luther King Jr.
For about an hour after the FOMC cut interest rates yesterday afternoon, the market was anxious to embrace the idea that the solution to our many economic problems is at hand. Many wanted to believe that the Fed cut would cause the market to quickly right itself and begin to ascend once again. Unfortunately, things fizzled quite quickly, and a 200-point rally in the DJIA turned into a loss.
The problem was twofold. First, the Fed interest rate cut had been well anticipated by the market. For several weeks, fed funds rates showed that the market believed there was an 70-80% chance of a half-point cut. Despite that, many pundits acted as if this was some surprising and unexpected news rather than something that has already been priced in to some degree as we bounced over the past week.
Even if this cut had not been entirely anticipated, we still have plenty of problems with the economy that are not magically cured by a rate cut. The bond insurance companies were one such problem that spooked the market yesterday and led to the sudden reversal in the post-Fed rally.
The really big problem that still persists was highlighted in a press release last night in which Standard & Poor's stated that total losses from residential-backed mortgage securities and collaterized debt obligations will likely exceed $265 billion. S&P expects losses in the U.S. to start showing up in regional banks and credit unions and for large European banks to increase their write-offs. There has been about $100 billion of losses taken already on these instruments, so we have a long way to go before the news is exhausted if this report is correct.
Even if you do believe we are out of the woods economically, we have no confirmation of that idea in the charts. The indices are still struggling to break out of the recent downtrend. Many market pundits don't much care about that. They want to believe that our problems are ending, and they will buy into the teeth of deteriorating technical conditions.
Unlike many of the market observers I heard last night, I'm not convinced that the Fed interest rate cuts are going to deliver long-lasting relief for the stock market. I'm open-minded, though, and if the charts start to improve I'll be willing to buy. It is going to take more than a few good days to fix the damage that has been done, and very few charts offer good longer-term entry points, so that means staying in heavy cash for now.
If I miss out on the start of a market recovery, that will be the price I pay for requiring technical confirmation, but if the market is really returning to health, there will be plenty of time to profit down the road. Too many investors worry about missing out on gains rather than protecting capital, and they end up deeply in the hole as a result. I'd rather protect my capital zealously and look for profits only when the odds are strongly in my favor. Right now, the odds favor the bears.
We have recovered somewhat from the beating we were taking after-hours last night, but the market is still set to open in the red. European stocks struggled with continued issues in the financial sector, while Asian stocks were mixed.
In other news, I will be speaking on "Why Being a Small Investor Is Your Greatest Advantage" at the World Money Show in Orlando, Fla., on Thursday, Feb. 7 at 6 p.m. If you'd like to attend, you can register for free by calling 800-970-4355 (mention priority code #010659) or by visiting the World Money Show Orlando Web site.
-----------------------------
Ülespoole avanevad:
In reaction to strong earnings/guidance: CNQR +14.3%, OI +10.7%, RSTI +9.9%, SMCI +8.4%, ADS +7.7% (also upgraded to Outperform at JMP and Wachovia), MC +7.4%, ITG +7.3%, MA +5.8%, TSCO +5.5%, FLO +4.9%, FSTR +4.8%, EGHT +4.8%, ISSC +4.3%, MAT +4.2%, HRS +3.6%, TSM +3.5%, MLNX +3.4%, UTEK +3.1%, KEX +2.9%, ESLR +2.7% (also ESLR and DC Chemical announce second polysilicon supply agreement), MUR +2.4%, CL +2.0%... M&A news: ADBL +22.2% (to be acquired by Amazon for $11.50 per/share)... Other news: KOG +14.3% (announces definitive Vermillion Basin exploration agreement with DVN), EMKR +6.7% (enters into a multi-year agreement to supply solar concentrator photovoltaic systems for utility scale power projects), MEH +3.0% (announces DoJ closes investigation of pending acquisition of Midwest Air Group; transaction expected to close 1/31), AMAG +3.0% (provides additional clinical information on ferumoxytol)
Allapoole avanevad:
In reaction to weak earnings/guidance: ARAY -30.6% (also downgraded to Hold at Soleil), CDNS -21.7% (also downgraded to Underweight at JPMorgan), BLOG -18.4%, DWCH -16.7%, AMZN -12.0%, MBI -10.5% (also S&P reviewing debt securities), HSTX -9.3% (also downgraded to Hold at Morgan Joseph), RNOW -8.4%, CAM -8.3%, GSOL -7.7%, MTSN -6.8% (also downgraded to Average at Caris), ASX -6.8%, DCP -6.6%, HHS -4.9%, OIIM -4.6%, NEWP -4.5%, HERO -4.5%, PHM -4.2%, VOD -4.2%, NVLS -3.8%, SBUX -3.7% (also downgraded to Accumulate at ThinkEquity), HOLX -3.7%, NDAQ -3.7%, HBI -3.5%, AFL -3.2%, VIRL -3.1%, EQT -2.8%, GMCR -2.6%, MIPS -2.1%, HOT -2.1%, ICE -1.7%, CVD -1.2%, ATK -1.1%... Select financial names showing weakness with S&P review of debt securities having 'ripple impact' on the financial markets: BCS -7.4%, ING -5.4%, DB -4.0%, C -3.0%, MER -2.7%, BSC -2.5%... Other news: OVEN -14.6% (down following SBUX plans to discontinue warm breakfast sandwiches by year-end ), TSL -12.0% (announces management changes and resignation of CFO), ABK -7.8% (S&P reviewing debt securities), BZH -7.8% (down in sympathy with PHM), CFC -2.6% (confirms Florida subpoena - WSJ), JCP -1.3% (to merge operations, cut jobs - WSJ), LLY -1.1% (working on a settlement with federal prosecutors on Zyprexa, which could result in LLY paying $1 bln in fines)... Analyst downgrades: UBS -7.5% (downgraded to Underweight at Morgan Stanley), ADBE -5.0% (downgraded to Underperform at Jefferies), RL -4.5% (downgraded to Neutral at BofA, downgraded to Underperform at Morgan Keegan), MNST -3.9% (downgraded to Hold at Deutsche Bank), YUM -3.7% (downgraded to Hold at Deutsche Bank).
LHV pro investeerimisidee Burger King (BKC) tuli täna väga ilusate tulemustega teatades EPSist $0.36 vs oodatud $0.32 ning müügitulust $613 miljonit vs oodatud $597.1 miljonit. Koos selle rõõmusõnumiga käis kaasas oodatust parem prognoos terveks 2008. fiskaalaastaks ning aktsia eelturul 4% plussis. Kindlasti märgiksin ära tugevad võrreldavate restoranide läbimüügi näitajad ja seda nii USAs kui ka mujal maailmas. Üritame lähiajal ka Pro all kommenteerida.
MBI MBIA Inc on conference call says rumors that the holding co would be insolvent in the near term are without merit
Just MBI konverentsikõnel öeldu on aidanud kaasa turu +1.5%lise plussi saavutamisele.
Just MBI konverentsikõnel öeldu on aidanud kaasa turu +1.5%lise plussi saavutamisele.
ei mäletagi kes soovitas seda OZM lühikest siin mõni aeg tagasi foorumis kajastati, Cramer vist igaljuhul tundub päris hea pick olevat
ükskõik mida turg teeb OZM ikka liigub vaikselt miinuses.
ükskõik mida turg teeb OZM ikka liigub vaikselt miinuses.
Kass oli hoopis aga see selleks
Täna avaldavad järelturul oma tulemused järgnevad ettevõtted:
ABAX, ACTU, ACS, AFFX, AVID, BEBE, BCR, CA, ELY, CBAK, COHU, COLM, DLB, DLLR, ERTS, RDEN, EXAR, FMD, GOOG, IUSA, ISSI, ISRG, MEE, MCK, MCRL, MIL, MTX, MNST, OMCL, ONNN, OPLK, PSEM, PFWD, SAF, SLRY, ZZ, SMTL, SWIR, SIMO, SYMM, TSRA, TRID, VRSN, and ZIGO.
ABAX, ACTU, ACS, AFFX, AVID, BEBE, BCR, CA, ELY, CBAK, COHU, COLM, DLB, DLLR, ERTS, RDEN, EXAR, FMD, GOOG, IUSA, ISSI, ISRG, MEE, MCK, MCRL, MIL, MTX, MNST, OMCL, ONNN, OPLK, PSEM, PFWD, SAF, SLRY, ZZ, SMTL, SWIR, SIMO, SYMM, TSRA, TRID, VRSN, and ZIGO.
Samuti ka AVNX - Avanex Corporation, together with its subsidiaries, engages in the design, manufacture, and marketing of fiber optic-based products.
Aastate eest LHV tutvustatud ettevõte.
Aastate eest LHV tutvustatud ettevõte.
GOOG prelim $4.43 vs $4.45 First Call consensus; revs $3.39 bln vs $3.45 bln First Call consensus
Google esmapilgul suhteliselt lahja ja aktsia üle 10% miinuses:
GOOG prelim $4.43 vs $4.45 First Call consensus; revs $3.39 bln vs $3.45 bln First Call consensus
GOOG prelim $4.43 vs $4.45 First Call consensus; revs $3.39 bln vs $3.45 bln First Call consensus
Aastate eest oodati AVNX edenemist nüüd ootab delisting või ....!?