“This has probably been the most hated bull market of all-time because the next recession has been the most widely anticipated of all-time,” he said.

Even though Yardeni estimates a trade war deal is more than a year away, he doesn’t see it having a dramatic effect on the economy or stocks because the Federal Reserve is open to additional interest rate cuts.

“Usually recessions are caused by credit crunches,” he noted. “I don’t see a credit crunch out there. So, I think the economy continues to grow, and so do earnings.”

Yardeni isn’t too concerned about falling U.S. Treasury yields either. The benchmark 10-year Treasury yield is bouncing around three year lows and ended the week back under 1.7%.

“To a large extent, that just reflects the gravitational pull of negative bond yields in places like Japan and Germany. I think foreign investors are coming in and snapping up our bonds,” he said. “This has more to do with the weakness overseas than it has to do with an issue in the United States.”

Yardeni has a 3,100 year-end S&P 500 target, 6% above Friday’s close.

https://www-cnbc-com.cdn.ampproject.org/c/s/www.cnbc.com/amp/2019/08/10/investors-who-fear-recession-will-miss-on-record-gains-ed-yardeni.html

Ne razumijem ovo “euforicno copy-paste” prenosenje necijih tudih stavova i pogleda na ovom forumu.
Na svaki “copy-paste text” postoje deseci drugih tekstova sa drugacijim stavom.To je na neki nacin “spamanje” foruma
i ukazuje na nedostatak vlastitih zakljucaka i pogleda.

A sto ti radiš nego iz svoje jugoistočno azijske vukojebine svako malo spamas forum svojim analizama i mišljenjima. I sto bi sad mi trebali? Ista meta isto odstojanje.

Kako može biti spamanje iznošenje stavova ljudi sa iskustvom i znanjem koji daleko premašuje znanje bilo koga od nas tu na forumu?

Recimo,Jeremy Siegel je bivši iskusan Tumpov profesor na elitnom poslovnom sveučilištu,napisao niz knjiga o tržištu dionica,dobar poznavatelj WS.

Ray Dalio vodi najveći hedge fond na svijetu,većinom medvjed kad je Kina u pitanju ali dugoročno vjeruje u njihove dionice i gospodarstvo.

Evo i drugog mišljenja,objašnjava zašto Trump radi dobar posao,tko zna,možda je on u pravu:

Trump Plays Long Game On China

https://www.nysun.com/foreign/trump-plays-the-long-game-on-china/90789/

Evo samo par crtica iz CV-a analitičara čije stavove sam prenio u gornjoj objavi:

Biography
Dr. Edward Yardeni
Dr. Ed Yardeni is the President of Yardeni Research, Inc., a provider of global
investment strategy and asset allocation analyses and recommendations. He
previously served as Chief Investment Strategist of Oak Associates, Prudential
Equity Group, and Deutsche Bank’s US equities division in New York City. He
was also the Chief Economist of CJ Lawrence, Prudential-Bache Securities, and
EF Hutton. He taught at Columbia University’s Graduate School of Business and
was an economist with the Federal Reserve Bank of New York. He also held
positions at the Federal Reserve Board of Governors and the US Treasury
Department in Washington, D.C.
Dr. Ed earned his PhD in economics from Yale University in 1976, having
completed his doctoral dissertation under Nobel Laureate James Tobin. Previously,
he received a master’s degree in international relations from Yale. He completed
his undergraduate studies magna cum laude at Cornell University.
Dr. Ed is frequently quoted in the financial press, including The Wall Street
Journal, the Financial Times, The New York Times, and Barron’s. He was dubbed
Wall Street Seer in a Barron’s cover story. He appears frequently on CNBC and
Bloomberg Television. See Dr. Ed’s Media Center.
In 2018, Dr. Ed published Predicting the Markets: A Professional Autobiography.
In this book, he shares his unique insights into predicting the trends and cycles in
the domestic and global economies and financial markets—including stocks,
bonds, commodities, and currencies—based on the first 40 years of his career on
Wall Street.

P.S. Inače njegove analize se plaćaju, ali dio tih analiza objavljuje javno kao teaser
za opširnije analize za investicijske banke i fondove koji upravljaju milijardama
dolara na Wall Streetu

BREAKING NEWS

U.S. to delay China tariffs on some products, including laptops, cell phones

WASHINGTON, Aug 13 (Reuters) – The Trump administration will delay 10% tariffs on certain Chinese products, including laptops and cell phones, that had been scheduled to start next month, the Office of the U.S. Trade Representative said on Tuesday.

Other products whose tariffs will be delayed until Dec. 15 include “computers, video game consoles, certain toys, computer monitors, and certain items of footwear and clothing,” the USTR said in a statement. A separate group of products will also be exempt altogether “based on health, safety, national security and other factors,” it added.

https://finance.yahoo.com/news/u-delay-china-tariffs-products-134854944.html

Here were the main moves in the market, as of 10:32 a.m. ET:

S&P 500 (^GSPC): +1.96%, or 56.39 points

Dow (^DJI): +1.94%, or 503.34 points

Nasdaq (^IXIC): +2.22%, or 174.57 points

10-year Treasury yield (^TNX): +7.5 bps to 1.715%

U.S. dollar to onshore Chinese yuan rate (CNY=X): +0.0992% to 7.0647

https://finance.yahoo.com/news/stock-market-news-august-13-2019-124507840.html

Markets in the United States rebounded on Tuesday with the Dow Jones soaring over 350 points after reports emerged Chinese and US officials discussed trade over the phone and agreed to hold further talks soon. Furthermore, the US Trade Representative’s Office announced that Washington will delay imposing tariffs on some Chinese products, including cell phones, laptops and video game consoles, until December.

The Dow Jones soared 1.40% or 362 points at 9:53 am ET as Apple rallied 5.68% at 9:59 am ET.

The Nasdaq 100 surged 2.54% at 9:56 am ET. JD.com led the gains, skyrocketing 9.09% at 9:58 am ET.

Meanwhile, the S&P 500 jumped 1.62% at 9:57 am ET.

https://www.teletrader.com/dow-soars-over-350-points-on-us-china-trade-progress/news/details/49124021?internal=1

Naravno,Trump nastavlja zaj… svijet,market i sve nas zajedno,tako će toplo-hladno do pred izbore.

A sta cemo, treba se prilagoditi da ne bi zavrsili kao dinosauri..

https://www.cnbc.com/amp/2019/08/13/ustr-removes-some-items-from-list-of-new-china-tariffs-citing-health-safety-national-security.html

Kolega bigfoot, s obzirom na Trumpove mogucnosti i sposobnosti pregovaranja te taktiziranja i iscrpljivanje protivnika a sada vec i odugovlacenja s razlogom, ako znamo da su izbori 11/2020, dogovor ce se postici najkasnije do 4/2020 jer ce Trump biti svjestan da je to krajnji rok za eventualan novi mandat.

Eto pa ti dovedi ljevicare na vlast.

Argentina just suffered the 2nd-biggest crash since 1950 for any stock market — and the nation is again on the brink of a financial crisis

Pad od 48%, nevjerojatno

https://markets.businessinsider.com/news/stocks/argentina-on-brink-of-financial-crisis-market-rout-election-surprise-2019-8-1028443209

@ohladi

Da,bilo je žestoko,nisu još zapravo došli na vlast ali po svemu sudeći hoće,ne mora to uopće biti loše za špekulante,pogledaj graf od 2013,dionice poput TGS,PAM itd su odradile nakon promjene vlasti i oporavka valute i po 2000%.
Otud veliki rast indexa pa bilo je i neko bratimljenje sa ZSE,kao primjer uspješnog marketa.

Nakon što ovi osvoje vlast i opet gurnu dionice na te razine,vrijeme za kupovinu,jer te kompanije uopće nisu loše,naravno da je rizik velik i uvijek postoji mogućnost nekog Venezuelanskog scenarija.