Börsipäev 5. märts

Marc Faber käis täna CNBC eetris ning tõdes, et saabuvat kriisi on võimalik fiskaalsete ja monetaarsete meetmetega edasi lükata mitu aastat, kuid see võimendab krahhi, millega finantssüsteem lõpuks silmitsi seisab. Link videole

...Like if you have a drug addict people say the economy is recovering. Well yeah if you have a bar and you give free alcohol then everybody is happy for a while, and you know they have a hangover, you have to give them again white beer in the morning to make them feel good. With these bailouts and these easy monetary measures people feel good and for a while the economy recovers, disappointingly it doesn't help really the standards of living.
Risto, Erko,

otsisin oma allikat ja leidsin selle. Jah, 8 märts on esimene kriitiline tähtaeg.
A crucial week for the debt haircut
By March 8 there must be a high response rate by bondholders in agreeing to retain the new Greek bonds until 2042. Furthermore, the government - which hopes the program will succeed without the activation of CAC's, despite the numb start - should publish dozens of decisions to reduce the operating costs of the State, doctors' on-call hours, pharmaceutical expenses and unemployment allowances, in order for the lenders to give the final OK.

By March 14, the PSI must be successfully completed, so that the first tranche of the new loan can be disbursed immediately in order to pay the large bond amounting to 14.5 billion euros, which expires on March 20.
Covanta spikes ~$0.30, hearing strength attributed to upgrade at Barclays
Täna avaldatud makro jäi varem postitamata, lisan selle tagantjärgi. Nii USA teenindussektori ISM kui tehaste tellimused oli oodatust paremad, ent tänast turgu pole sel infol õnnestunud väga toetada.

February ISM Services 57.3 vs 56.0 Briefing.com consensus; January 56.8
January Factory Orders -1.0 vs -1.9% Briefing.com consensus
Tänane turg ei tahtnud positiivsetest kommentaaridest eriti midagi kuulda ja sestap lõppes nii MCP kui ka ARO esialgne tugevus üsna pea peale avanemist.
MCP, tõsi, pakkus peale avanemist kena põrke, sest aktsia avanes $ 26,17 ja tuli peale avanemist korraks alla $ 25,60 kanti. Nagu öeldud tegi aktsia põrke $ 26,40 juurde, aga tuli sealt koos turuga alla ja pikka aega kauples $ 25,40 taseme kandis ja hetkeks on tõusnud $ 25,75 juurde (+4,7%).
ARO avanes $ 18,13 pealt ning käis peale avanemist ka $ 18,35 juures, kuid tegi koos turuga samuti uued päeva põhjad. Hetkeks on aktsia aga taastunud ja tegemas hoopis uusi päeva tippe, kaubeldes $ 18,45 juures, 1,7% plusspoolel.



Fed's Fisher says getting closer to policy tigthening as economy gets stronger; notes inflation has receded even with high gas prices; notes deflation biggest threat to easing policies