Kudlow: Trump optimistic about US-China trade talks
nakon MS…oglasio se i GS…
Goldman Sachs on 2019: Raise cash, get defensive and look out below if more tariffs happen
Goldman generally believes the bull market will continue in 2019, but it could get choppier as the year continues and investors begin to worry about a recession in 2020. The bank puts a 30 percent probability on a market “downside scenario” where fears of a recession and tariffs drive the market earnings valuation to contract and the S&P 500 to end the year down at 2,500. (It gives a 50 percent probability to its S&P 500 3,000 base case and just a 20 percent probability for the 3,400 upside case.)
Goldman Sachs believes the US economy will slow to a crawl next year
Goldman predicts 2.5 percent and 2.2 percent growth in the first two quarters of 2019, respectively, but then just 1.8 percent and 1.6 percent real GDP growth in the final two quarters.
“We expect tighter financial conditions and a fading fiscal stimulus to be the key drivers of the deceleration,” wrote the bank’s chief economist, Jan Hatzius.
But Goldman believes the U.S. will skirt a recession next year.
London’s Stockpile of Unsold Homes Jumps to an All-Time High
The Worst Is Yet to Come for Stocks: Morgan Stanley
https://www.investopedia.com/news/worst-yet-come-stocks-morgan-stanley/?partner=YahooSA&yptr=yahoo
“Not only does the price action this year suggest we are in the midst of a bear market—more than 40 percent of the stocks in the S&P 500 are down at least 20 percent—but it also trades like a bear market,” wrote the bank’s analysts. Even companies with good news to report have seen their stocks sell off, a good indicator that the market is in bear territory. Overall, says Morgan Stanley, “The technical damage is irrefutable.”
Analiticarima velikih banaka se moze vjerovati kad opisuju trenutnu sliku, tu ne mozes lagati, ali nikad, apsolutno nikad im ne treba vjerovati kad predvidjaju buducnost.
Oni su zaposlenici tih banaka koji se bave trzistima kapitala. I njihove izjave reflektiraju ono sto oni ZELE da se iduce desi jer su tako podesene bancine pozicije, a ne zato jer ce to stvarno tako biti. Cum grano salis, sve.
https://finance.yahoo.com/news/outlook-may-dimmed-u-s-economy-still-going-strong-224044893.html
Sto se tice moguce recesije, Njemacka je de facto vec u njoj, a ne USA. Ako ovaj kvartal bude negativan onda je to i sluzbeno to. A najavljuju da moze biti samo losiji od q3.
Kudlow: No recession in sight
“The basic economy has reawakened and it’s gonna stay there,” Kudlow said. “My personal view, our administration’s view, recession is so far in the distance I can’t see it,” US President Donald Trump’s top economic adviser added.
https://www.teletrader.com/kudlow-no-recession-in-sight/news/details/45805368?internal=1
amerika ne će u recesiju a dali će pomoći hrvatskoj da ne klizne u istu i da bi bilo još bolje da nam oživi TK
“The basic economy has reawakened and it’s gonna stay there,” Kudlow said. “My personal view, our administration’s view, recession is so far in the distance I can’t see it,” US President Donald Trump’s top economic adviser added.
http://www.poslovni.hr/media/forum-user-upload/files/41/419e4143e056481c6795665d4a944217.png
njemačka je po ovome izgleda ušla a italija prema Vujčiću će izazvati novu recesiju
vjerujem da će moćnici poduzeti sve da do toga ne dođe.
Do dogovora mora doći inaće nam stvarno preti https://admiralmarkets.com.hr/analytics/traders-blog/korekcija-70-posto?
All eyes on Buenos Aires as Beijing and Washington hammer out the details for the high-stakes summit between Xi Jinping and Donald Trump
..
Both the date and the venue were first proposed by the US, a sign that Trump – seeking a boost after his Republican Party’s thumping in last week’s US midterm elections – may want to make a deal.
..
https://m.scmp.com/economy/china-economy/article/2174232/all-eyes-buenos-aires-beijing-and-washington-hammer-out
Kolega plavi01,
to je sponzorirani članak. Pa pogledajte tko ga izdaje.
Ponavljam, ne vjerujte stručnjacima, to su samo visokoplaćeni navlakači, već samo i isključivo svojoj prosudbi.
Moja prosudba pak kaže, a graf rasta Fedovih kamata to pokazuje, da je ovo dizanje puno blaže nego sva prošla koja su uzrokovala recesiju.
Određena ekipa u USA se nakrcala keša i sad drukaju na pad svega. Koristeći sitne znakove koji na to ukazuju i zanamarujući sve koji govore suprotno. I to je sve.
današnja likvidnost je golema i trpi Dow 30k. Koji je iduća točka nakon ove korekcije.
Kukuriku, svaka čast, imaš nešto među ušima. Medijima NIŠTA ne vjerovati, to su samo plaćeni propagandisti svojih vlasnika. U eri prije interneta se još i moglo oprostiti ljudima koji su pušili njihova sr…nja jer nisu imali lako dostupnu alternativu, ali danas… Nema opravdanja!
White House trade adviser Peter Navarro ‘excluded from Xi Jinping-Donald Trump dinner’
Peter Navarro, the controversial White House trade policy adviser and a famous China hawk, will not be on the guest list when US President Donald Trump meets his Chinese counterpart Xi Jinping in Buenos Aires on December 1, according to a source with knowledge of the matter.
The Trump administration’s decision to exclude Navarro – a key figure behind the trade war with China – from the high-stakes dinner in Argentina comes amid signs from both sides that they want to make progress on the dispute at the summit.