This Global Stock Signal Has Only Occurred Five Other Times Since 1998
Nonfarm payrolls surged by 266,000 in November, better than the 187,000 expected by economists polled by Dow Jones.The unemployment rate ticked down to 3.5% from 3.6%, back to the 2019 low and matching the lowest jobless rate since 1969.The end of the GM strike had a big effect, boosting employment in motor vehicles and parts by 41,300, part of an overall 54,000 gain in manufacturing.Average hourly earnings rose by 3.1% from a year ago, slightly above the 3% expected by economists polled by Dow Jones.
https://www.cnbc.com/2019/12/06/us-nonfarm-payrolls-november-2019.html
jadni švabi, sada će početi oni k nama doseljavati
Trade War Failed to Force Businesses Out of China, EU Firms Say
The trade group, representing over 1,600 European companies, said that despite some companies fleeing China, about an equal number of them are upping their stake there by moving their supply chains onshore to avoid tariffs altogether.
About 8% of the respondents said they had moved or were moving relevant production out of China as a result of the tariffs, while 6% said they were considering or had already increased investment in China, a sharp increase from the 2% when surveyed in January.
Smaller European firms that can’t leverage global supply chains to avoid the costs have also adapted their businesses to lessen the impact of tariffs, survey results showed.
“That the European companies in China have effectively negated tariff effects in a relatively short space of time only serves to highlight the futility of bilateral tariffs in a global marketplace,” said Joerg Wuttke, president of the trade group.
Iako će nam kolega Bisakovi ponovno sad objasniti da te EU kompanije zapravo namjeravaju napustiti Kinu samo ne smiju to reći zbog straha od kineskog režima.
Shares of the state-owned oil company rose to 35.2 Saudi riyals ($9.38) from 32 riyals in early deals in Riyadh, up 10% and hitting their daily limit.
The price gives Aramco a valuation of $1.88 trillion and makes it the largest listed company in the world.Aramco’s public debut, which listed 1.5% of its shares locally on the Saudi Tadawul, is the largest on record — topping the $25 billion Alibaba raised when it went public in September 2014.
https://www.cnbc.com/2019/12/11/saudi-aramco-ipo-shares-surge-as-trading-begins.html
Danas sam procitao jedan dobar komentar vani o strpljenju:
“patience is not only the ability to wait- It’s how we Behave while we’re waiting “
The Federal Reserve held interest rates steady on Wednesday and messaged that it could continue to maintain rates where they are through 2020.
After cutting rates in three consecutive meetings this year, the Federal Open Market Committee elected to keep rates at the current target range between 1.5% and 1.75%.
https://finance.yahoo.com/news/fed-fomc-decision-december-2019-161144583.html
Asian stocks rose on Thursday to the highest in a month after the Federal Reserve signalled rate settings were likely to remain accommodative, but the imminent UK election and a deadline for Sino-U.S. trade talks kept investors cautious.
https://www.reuters.com/article/us-global-markets/asian-shares-climb-on-dovish-fed-but-brexit-hurdle-looms-idUSKBN1YG02M
stabilno 2020/21/22
https://novac.jutarnji.hr/novcanik/fed-jasno-dao-do-znanja-da-nema-namjeru-daljnjeg-snizavanja-kamatnih-stopa-u-kratkom-roku/9736366/
ZAŠTO NAM JE VAŽNO?
Iako je američka centralna banka jasno dala do znanja kako nema namjeru daljnjeg snižavanja kamatnih stopa u kratkom roku (osim u slučaju značajne deterioracije ekonomske izvedbe, retorika je jasno pokazala kako će kamatne stope u SAD-u ostati nisko kroz produljeni vremenski period. Sličnu sliku možemo očekivati i u ostalim vodećim ekonomijama, uključujući eurozonu koja bi mogla potencijalno i dodatno sniziti depozitnu kamatnu stopu u nadolazećim mjesecima. Sve navedeno implicira i kako će kamatne stope na domaćem tržištu ostati na aktualno niskim razinama kroz produljeni vremenski period.
Jedan kolega je postao nekidan da NIjemci ne očekuju recesiju prije 2028.g.
Kad bolje razmislim, usprkos svim katastrofičarima, dok god je jeftinog novca, a bit će ga, potražnja će kreirati ponudu i kotač će se vrtiti. Sve ide naprijed.
Tek kad se taj model iscrpi, kad neravnoteže postanu baš groteskno prevelike i kad se uvuče jako nepovjerenje u trenutno glavne valute, e tek tada će biti slom. I to nezamisliv.
Tko ne bude u zlatu i to debelo prijeti mu financijska i društvena kataklizma od koje se generacijama neće oporaviti.
Ali dok se to ne desi, a neće još niz godina barem, dotad business as usual.
I na ZSE ima vremena za novi veliki bull run.