Pogledajte nama najbliskiji indeks DAX i kako tamo stvari stoje, a
‘secesija’ pred vratima. Ključni pojam je QE!! Pred Crobijem je još
dalek put da dostigne velikog brata DAX. Boldano je 3Y
DAX 12,389.15 +0.81% -0.63% +5.62% +0.96% +8.49% -0.38% +19.57%
Preko bare:
Dow Jones Industrial 26,891.12 -0.30% -0.16% +4.32% +1.37% +4.94% +1.71% +47.52%
Nasdaq 100 7,771.992 -0.40% -0.66% +2.72% +1.50% +6.35% +1.87% +59.70%
US SPX 500 Index 2,986.65 +0.27% -0.09% +4.18% +1.98% +6.65% +2.39% +38.31%
Stocks in the United States rallied on Friday during premarket trading on the news Washington and Beijing agreed to meet in Washington on October 10. Delta Air Lines announced it would 20% stake Latin America’s largest airline company LATAM. Data on durable goods orders and personal consumption expenditure was set to be released before the market open.
Speaking to reporters on Sunday, Vice Minister of Commerce of China Wang Shouwen confirmed that he Beijing delegation would be led by Vice Premier Liu He during the next round of trade talks in early October, adding that he hopes Washington and Beijing would resolve mutual concerns and find a mutually beneficial solution.
“We look forward to the 13 round of negotiations,” Wang stated according to CNBC. “We hope both sides, on the basis of equal and mutual respect, jointly take care of each other’s concerns and, with a calm attitude, use negotiations to resolve differences, and find a resolution that’s beneficial to both sides,” he underlined.
The next round of trade negotiations is, according to previous reports, scheduled for October 10.
https://www.cnbc.com/2019/10/01/us-manufacturing-economy-contracts-to-worst-level-in-a-decade.html
Lagana bananica. Ameri i Europa padaju.
Za 10 dana pregovori gosp. Trump – Kina… ukoliko to ne urodi plodom, onda jedna dobra banana.
The ISM U.S. manufacturing Purchasing Managers’ Index came in at 47.8% in September, the lowest since June 2009.
“We have now tariffed our way into a manufacturing recession in the U.S. and globally,” said Peter Boockvar, chief investment officer at Bleakley Advisory Group.
Uvod u recesiju.Mislim da je pocelo!Burze postaju preopasne.
https://www.cnbc.com/2019/10/01/us-manufacturing-economy-contracts-to-worst-level-in-a-decade.html
Lagana bananica. Ameri i Europa padaju.
Za 10 dana pregovori gosp. Trump – Kina… ukoliko to ne urodi plodom, onda jedna dobra banana.
Neće uroditi plodom sve i da Kina odmah na sve pristane,FED je jasno istaknuo da su trgovinski ratovi najveća prijetnja ekonomiji,ako nestane ta “prijetnja” vrlo vjerojatno da neće više smanjivati kamatne stope,što Trumpu nikako ne odgovara jer nema više mehanizama da stimulira ekonomiju,osim Feda,a izbori su blizu.
Inače,uopće ne sumnjam da će za loše manufacturing podatke ponovno okriviti FED,to je njegov tipičan modus operandi,prvo izazove krizu a zatim su mu svi krivi,osim njega.
Kad bi postojala Nobelova nagrada desetlječa pod nazivom “g.lup,g.luplji i najgl.uplji” mislim da bi je mr. Dump sigurno osvojio…..
https://edition.cnn.com/2019/10/01/investing/jpmorgan-european-stocks/index.html
Možda zalutaju i na zse pa ih opelješimo…..
Dow danas potonuo 343 boda. Jedna duugačka crvena svijeća.
Nije vrijeme za dugoročne pozicije, tko ne mora.
Grdo je za gledati burzovne indexe sada.Azija takoder u velikom minusu.Nije bez vraga ona izreka “kada USA ekonomija kihne,cijeli svijet se razboli”.Gotovo je sa dionicama,barem za mene,odredeno vrijeme.Nastupa “vrijeme padajucih nozeva”.Nesto malo REIT-ovi,PF,valute i pratiti.Biti ce jako puno dionica na puno nizim razinama.
Neznam čemu toliki pesimizam, ali da treba biti oprezan,da……dobro ste rekli….za sad samo kišu ali nitko nije “ozbiljno prehlađen” tako da apokaliptične najave za sad ne stoje isto kao i proteklih mjeseci pa se nisu dogodili nikakve drastične promjene…..o krizi se može pričati ali da če ona biti približno jaka i da če dionoce pasti na razine iz 08, ili 09 nadam se da možemo samo sanjati…..više izgleda kao dobra prilika za zaradu nego za neki “konačni” bijeg iz dionica