http://www.poslovni.hr/130632.aspx
http://www.poslovni.hr/130626.aspx
http://www.poslovni.hr/130629.aspx
[b]Ministarstvo trgovine je izjavilo da je američki BDP u proteklom tromjesečnom razdoblju porastao 3,5 posto na godišnjoj razini, odnosno najviše od trećeg kvartala 2007. godine, prenosi Reuters[/b]
Sada se banke okreću više poslovnom sektoru…..
Na road showu Šukeru milijardu dolara?
Ivan Šuker
Drugog dana road showa hrvatskih državnih obveznica u SAD-u postalo je izgledno da će se ispuniti i najoptimističnija očekivanja ministra financija Ivana Šukera, piše Business.hr.
U road showu hrvatskih obveznica, koji je u SAD-u počeo u ponedjeljak sastankom hrvatskog izaslanstva i predstavnika velikih financijskih institucija sa zapadne obale u Los Angelesu, uz iznos i ročnost polako se iskristalizirala i cijena hrvatskog duga.
Nakon sastanka s investitorima u New Yorku izgledno je da ćemo morati platiti kamatu koja će u odnosu na desetogodišnju američku obveznicu biti uvećana u rasponu između 320 i 350 baznih bodova, što znači da bi kamata mogla biti i niža od 7 posto, potvrdio je visoki izvor za Business.hr.
Knjiga upisa za hrvatske državne obveznice trebala bi biti otvorena danas. Očekuje se da će zbog dobrog interesa američkih ulagača i njihova apetita istog dana biti i zatvorena, piše u tiskanom izdanju lista Business.hr.
EK prognozira gospodarski oporavak eurozone i EU u 2010.
Europska komisija očekuje da će gospodarstva 27-člane Europske unije i eurozone u 2010. zabilježiti rast, doduše za skromnih 0,7 posto, priopćeno je danas iz Bruxellesa.
U svibnju je Komisija je za obje zone prognozirala 0,1-postotni pad BDP-a u 2010. U Bruxellesu sada procjenjuju da će bolji od očekivanog oporavak u drugoj polovici 2009. vjerojatno biti praćen skromnim rastom početkom iduće godine. U danas objavljenim prognozama EK je istodobno potvrdila raniju procjenu o padu gospodarskih aktivnosti u 16-članoj eurozoni za 4,0 posto u ovoj godini. Za EU27 Komisija u 2009. očekuje 4,1-postotni pad.
(Hina/pd)
Buffet ponovo ulaže
Warren Buffett’s Berkshire Hathawaya će platiti $ 100 po dionici za željezničke kompanije Burlington Northern Santa Fe.
http://www.hegnar.no/bors/article398331.ece
Ovo gore ulaganje od Buffeta, natjeralo je mnoge investitore na poticajno razmišljanje, ako Buffet ulaže u željeznicu onda SAD ide u jaki oporavak…….. Pozdrav
šteta što nije neku siću potrošio na HŽ sad bi crobex bio na 2.800, to bi mi bio puno značajniji signal od ovog
ovako moramo gledati kad će neki naš mini-Crni Labud
S tim parama bi se mozda dalo i Maksimir dovrsit ili ga par natkrovit.
Al da frajer ima ideje i hrabrosti … Svaka mu cast! Kad Ameri stede u eurima i yuanima, on ulaze u banke, zeljeznicu i baterije.
With economy still sputtering, Senate acts to help the jobless, homebuyers
Leading Economic Indicators Point to a Continuation of the Economic Rebound
by Claus Vogt 11-04-09
Claus Vogt
The Conference Board Index of Leading Economic Indicators (LEI) has a very good track record in forecasting recessions …
It gave advance warnings for each of the past eight U.S. recessions including the double-whammy recession of the early 1980s and the recent one.
That’s why I believe that it may be a good idea to keep following this indicator’s readings.
I prefer the LEI’s year-to-year percent change to get a glimpse of the U.S. economy’s future. During the current business cycle this version of the indicator made its low in March 2009 at -4 percent. From there it improved every month and turned positive in July. This indicated that an economic rebound had started.
Indeed, GDP grew by 3.5 percent in the third quarter!
And While the Growth Isn’t Genuine,
The Market Doesn’t Really Care Now …
Government stimulus is keeping the economy afloat.
Government stimulus is keeping the economy afloat.
As some very good economists have pointed out, this growth is mainly due to government stimulus. This means we’re dealing with an economy on life support.
I don’t expect a genuine and durable boom to start any time soon. The huge balance sheet problems in the private sector and especially in the banks have not been solved. So I suspect they’ll haunt us again, probably in the second half of 2010. At least that’s what the current LEI readings are telling me.
At the same time, the LEI doesn’t differentiate between genuine growth and government-stimulus-based growth.
And the stock market doesn’t care, either — at least in the short to medium term as the monster rally off of the March lows has shown.
So as an investor, I’m not very worried right now about any future setbacks that the economy is likely to suffer.
Currently the LEI is still pointing to a continuation of the economic rebound. After rising 1.9 percent in August it accelerated again in September … up 2.9 percent. It’s also important to note that eight of the LEI’s ten components contributed to this rise, which makes its positive message even more valid.
Bottom line: I cannot see any reason to distrust this time-proven-indicator’s bullish message. Therefore, I expect the rebound to continue.
In last week’s Money and Markets column, I wrote about the technical setup that was signaling a stock market correction. Now that the correction has started, some shorter-term indicators are already entering oversold territory.
This medium-term rally is not over yet.
This medium-term rally is not over yet.
As I said last week, I expect a somewhat larger correction here, some 10 to 15 percent. So I don’t think it’s time to jump in with both feet yet.
But after this correction has run its course — probably in two to four weeks — I expect the medium-term uptrend that started in March to resume.
This expectation jibes well with the LEI and my medium-term technical indicators. What’s more, comparing last year’s severe sell off and this year’s monster rally to similar historical examples supports this forecast.
Best wishes,
Claus