Börsipäev 5. veebruar

Sector ETF leaders & laggards through first hour of trading

First Hour ETF Sector Strength:
Silver- SLV +1.9%, iShares broker/dealers- IAI +1.8%, RBOB gas futures- UGA +1.6%, iShares healthcare- IHF +1.5%, Semis- SMH +1%, IGW +1.5%, Retailers- RTH +1.3%, XRT +0.8%, Gold- GLD +1.3%, Gold miners- GDX +1.2%, US bonds- TLT +1.1%

First Hour ETF Sector Weakness:
Reg banks- RKH -5.6%, KRE -2.9%, Commercial banks- KBE -5.2%, iShares REITS- ICF -5%, iShares real estate- IYR -3.8%, Financials- XLF -3.4%, IYF -2.5%, Base metals- DBB -2.7%, Oil HLDRS- OIH -2%

Goldman Sachs üllatab. Aktsia päris tugevalt tõusnud viimasel ajal
Goldman Sachs üllatab. Aktsia päris tugevalt tõusnud viimasel ajal
IMF says bank nationalization may be needed, but for limited time - DJ
U.S. Senate moderates say have agreed stimulus package total should be close to what Obama wants - Reuters

Additional details on talk of possible mark-to-market rule modification

Reuters reports that it might be possible to modify mark-to-market accounting rules for U.S. banks facing steep writedowns of troubled assets without abandoning the underlying accounting standard, a senior Senate Democrat said. Sen. Christopher Dodd, chairman of the Senate Banking Committee, told reporters on Wednesday evening after a panel hearing that at least one former bank regulator was discussing how to approach the difficult issue without "walking away from" mark-to-market standards. The issue of how to value distressed assets held by U.S. banks has been one of the most difficult challenges in constructing a bank rescue plan, according to industry lobbyists and lawmakers. This appears to be one of the factors contributing to today's strength.

Senate Majority leader Reid says hopes to have vote on Senate stimulus package on Thursday - Reuters
Bank of America: US Senator Dodd doesn't see nationalization of Bank of America - DJ
kuule räägi eesti keeles ka....muidu hakkan sulle vastama vene või hispaania või setu keeles
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Eesti keel lisati just
Fed´i Bullard hurjutab turge kirjeldades USA majanduse olukorda väljendiga "sharp recession"
Lisaks on Hiina makro paranemismärke näitamas (viide:BDI-le) ning tundub, et mõned investorid hakkavad juba turgudelt oletatavat põhja õngitsema.
Moody’s Will Review $302.6 Billion in Commercial Mortgage Debt
Feb. 5 (Bloomberg) -- Moody’s Investors Service is reviewing the ratings of $302.6 billion in commercial mortgage-backed securities.
The review encompasses 52 percent of outstanding U.S. commercial mortgage-backed debt ranked by Moody’s, the New York- based ratings company said today in a statement.

Fed's Stern says many credit sectors are still 'strained'
Fed's Stern says recession likely to continue until midyear
Fed Bullard says downturn likely to continue for next few months
US Treasury's Geithner to unveil comprehensive financial framework plan on Monday, according to Treasury official - Reuters
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Bank of America (BAC) insiders, including CEO, buying shares
pilt muudab inimesed isiklikuks
Jatke Alari rahule ja teeme uhe kiirkusitluse :
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Mulle pakub pigem huvi mida finantssektor homme teeb...pakun, et langeb....FAZ asend sisse võtta...?