Sve je lako kad je gore dole gore dole oko 20k onda mi i gore i dole odgovara, dok na 7k recimo ni gore ni dole ne valja 
Posts by StatusQuo
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Evo sta J.Waller misli o putu inflacije i dizanja kamatnih stopa
The Economic Outlook with a Look at the Housing Market
Governor Christopher J. Waller
Speech by Governor Waller on the economic outlookThank you, Jim, and thank you to the University of Kentucky for the opportunity to speak to you today. It is nice to be back in the Bluegrass state and see oldwww.federalreserve.gov -
Yen je nasjabija valuta, riskantno je kupovat yen jer moze jos pasti, kupovat se isplati ako Fed pocme spustat kamatne stope, us ekonomija ode u vecu recesiju sta bi dovelo do spustanja kamatnih stopa na kraju ili japan pocme dizat kamatne stope ili im inflacija jako pocme rast zbog cega bi morali dizsat kamatne stope, a zasad nista od ovoga se ne nadzire da se blizu moze dogodit iako smo skoro na 4% kamatnih stopa sta vec samo po sebi predstavlja rizik da se neki okret moze pocet dogadjat jer je sa zadnjim dizanjem dolar malo slabije reagira, tesko je trenutno zauzest stranu jer rizika ima dosta da se okrene i da se nastavi jos dalje.
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Nearly half of the coal industry is still on an expansion course in ‘reckless’ mining rush
- An annual update from Urgewald and 40 partner NGOs found that 46% of companies on its Global Coal Exit List were pursuing new coal power plants, coal mines or new coal transport infrastructure.
- “Investors, banks, and insurers should ban these coal developers from their portfolios immediately,” said Heffa Schuecking, director of Urgewald.
- Coal is the most carbon-intensive fossil fuel in terms of emissions and therefore the most critical target for replacement in the transition to renewable energy sources.
Nearly half of the coal industry is still on an expansion course in 'reckless’ mining rushThe burning of fossil fuels such as coal, oil and gas is the chief driver of the climate crisis.www.cnbc.com -
Rusija nikad nije ni bila nesto od cega je ADPL nesto posebno zaradjivao, do sad su vjerovatno imali vise troska nego dobiti od rusije, za adpl je bitniji Rumunjski i Hrvatski dio poslovanja
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Otpisana-izbrisana u potpunosti nije, umanjena je maksimalno knjigovodstvena vrijednost udjela, samo imovina su i potrazivanja-kreditiranje koja nisu umanjena maksimalno nego dijelomicno pa nije skroz recimo "otpisana" ako gledas skupno
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Oni sa 1000kom na 400 je brzo nestao danas
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Energy giants return to fossil fuels like coal as Europe braces for winter
- “In order to ensure the security of the electricity supply, the Danish authorities have today ordered us to continue as well as resume operations at some of our oil- and coal-fired power stations,” Mads Nipper, the Orsted CEO, says.
- Orsted says all of the units concerned will need maintenance in order to get them ready for operation.
- A few days before Orsted’s announcement, another big European energy firm, Germany’s RWE, said three of its lignite, or brown coal, units would “temporarily return to [the] electricity market to strengthen security of supply and save gas in power generation.”
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Ma cirkus, par ekselance… tu bi dorh i uskok mogli odradit doktorsku disertaciju da sve tokove poprate kako se preuzima kompanija i izbaci sve ostale dionicare 😒
Rijetko kad toliko ociti slucaj namjestanja i pogodovanja, dosad bez optuznice ali evo sve vise detalja planskog namjestanja i sumnjivih stransakcija s vremenom izlaze na vidjelo, jos ce ispast zanimljivo da je Rada tu zaradu podijlila s podobnima u ovom lancu pljacke, sigurno nije to njena zarada nego pranje novca za nekoga.
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neznam kako je dionice dobro izgledno daljnje slabljenje ekonomija, lošije zarade kompanjia, veća cijena novca, problem likvidnosti na tržištima, recesija koja bi tada spustila inflaciju i prinosi na bonds izgledali bi sve bolje.......
Osvrt je bio na povrat obveznica i sad siris pricu na opce stanje zadrzi se na obveznicama, to sad sta govoris u ovom dijelu veca cijena novca znaci pad obveznica jer yield raste ne suprotno osim ako kod povrat na obveznice ne racunas do maturity, ako yields padnu i kamate novca to znaci da obveznice rastu, a s tim ide i reakcija dionickog trzista u pozitivu osim ako pad troska novca nije posljedica nekog urusavanja sistemskog zbog cega spustaju kamatu, pitanje je razloga ali opet to je najcesce pozitivno za dionice ?
To kad kazu nadigrati dionice moze znaciti da ce bondovi puno manje izgubiti ili ostati na nuli za razliku od dionica
Vezano za ove obveznice, dodat cu da realno ako pristupe opet kontroli yielda kao englezi to ce spustit yield i povecat povrat na obveznice iako se tu u ovakvoj situaciji gubi na tecaju, ali ako to budu svi radili na kraju onda bi se utjecaj tecaja mogao smanjit ali i to je upitno jer je bitna kamatna stopa cb i inflacije za tecaj, tako da moguce da bet da ce prinos na obveznice bude dobar je vezan s pretpostavkom da vlade nece imat izbora bez obzira na problem s inflacijom nego da ce morat kao i englezi i dalje kontrolirat yield jer imaju problema s likvidnosti pa da onda s jedne strane postrozuju uvjete financiranja, a s druge strane da i dalje rade QE preko obveznica da kontoliraju stanje likvidnosti, u svakom slucaju nije im lako rijesit inflaciju tako lako, svi ostali osim amera nece imat tu puno izbora, samo ako ameri to isto ne naprave ojacat ce jos vise dolar pri cemu ce svima drugima jos dodatno otezat rijesavat svoje probleme, a sumnjam da ameri to zele napravit jer njima je u ovakvoj ratnoj sitiaciji i geopolitickim previranjima u interesu jaki dolar da bi se tek tako odrekli tog alata.
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Ako je tako da ce bonds rasti to znaci da kamate padaju tj yields sta je dobro i za dionice ne suprotno ?
neznam kako je dionice dobro izgledno daljnje slabljenje ekonomija, lošije zarade kompanjia, veća cijena novca, problem likvidnosti na tržištima, recesija koja bi tada spustila inflaciju i prinosi na bonds izgledali bi sve bolje.......
Osvrt je bio na povrat obveznica i sad siris pricu na opce stanje zadrzi se na obveznicama, to sad sta govoris u ovom dijelu veca cijena novca znaci pad obveznica jer yield raste ne suprotno osim ako kod povrat na obveznice ne racunas do maturity, ako yields padnu i kamate novca to znaci da obveznice rastu, a s tim ide i reakcija dionickog trzista u pozitivu osim ako pad troska novca nije posljedica nekog urusavanja sistemskog zbog cega spustaju kamatu, pitanje je razloga ali opet to je najcesce pozitivno za dionice ?
To kad kazu nadigrati dionice moze znaciti da ce bondovi puno manje izgubiti ili ostati na nuli za razliku od dionica
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vani kreće prića da će bonds nadigrati dionice u sljedećih 12- 24 mjeseca a kad je tako odmah mi je jasno da se na zse nećemo ni kruha najesti a kolače ni vidjeti........
Ako je tako da ce bonds rasti to znaci da kamate padaju tj yields sta je dobro i za dionice ne suprotno ?
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Ne samo to i US personal income i spending isto rastu 0,3% i 0,4%, sta znaci da se donekle inflacija amortizira jos uvijek rastom placa i uz to jos uvijek unemployment claims ne raste, zaposlenost je dobra treba tu jos dosta udaraca da bi se demand srusio
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Euro zone inflation soars to record high of 10% for September
Euro zone inflation soars to record high of 10% for SeptemberEuro zone inflation hit a new record high of 10% in September, Eurostat data showed on Friday, up from 9.1% in August and above consensus projections of 9.7%.www.cnbc.com -
Vlaho nam je napustio dok
AP SVETI VLAHO U luci Chengxi, slijedi Nanjing 30.09.
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Da ovako bude ja zadovoljan
Looking forward, Jefferies expects capesize spot rates to average $20,000 per day in 2023 and $21,000 per day for 2024.
The bank predicts panamax and supramax spot rates to average $17,500 per day next year and $18,000 per day in 2024.
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18000$ za pmx i supre je vise nego dobra vozarina da je to potpisat sada na godinu dana to je recimo za ATPL oko 180 mil kn dobiti ovisno o tecaju ako gledamo na 11 brodova
https://www.hellenicshippingnews.com/wp-content/uploads/2022/09/Intermodal-Report-Week-38-2022.pdf
Demand/supply mismatch was beneficiary for all the dry bulk sectors lastweek with BDI noting an increase of 263 points. Average T/C earningsacross all sectors are now almost balanced hovering around the $18,000/day mark yet Capesize performance continues its volatile momentum whilegeared sizes resilience against the present global economic turmoil couldmark a stronger 2023 outlook in contrast to the indications of the currentFFAs if one considers the relevant low order book coupled with an antici-pated Chinese mineral demand rebound. The recent rebound has beensupported by the Muifa and Nanmadol Typhoons in the Pacific which gavethe upper hand to owners to capitalize on charterers' cargoes reschedulewhich coupled with an increase in iron ore trade pushed the Cape indexabove the 2,000 points mark. On the geared sizes front, USG activity setthe positive tone for the Supramax size with Handies seeing increased de-mand for ECSA stems.
Cape 5TC averaged $16,898/day, up + 55.36% w-o-w. The transatlanticearnings increased by $6,500/day with transpacific ones improving by$6,736/day, bringing transpacific earnings premium over transatlantic to$378/day.
Panamax 5TC averaged $ 18,084/day, down - 1.72 % w-o-w. The transatlan-tic earnings increased by $560/day while transpacific earnings decreasedby $498/day. As a result, the transpacific earnings premium to the transat-lantic narrowed down to $4,779/day.
Supramax 10TC averaged $ 17,804/day, up + 7.30% w-o-w, while theHandysize 7TC averaged $ 16,973 /day, up + 5.82% w-o-w. -
Supramaxi i dalje imaju dobre vozarine, dok i pmx pokazuju neke znakove oporavka
Panamax
Seemingly the Atlantic saw something of a revival this week with some decent levels of activity in the North. Primarily there remained some disparity between the grain and mineral trades with the former still paying a premium with improved levels concluded and sentiment turned a little on the back of some further better deals. The Asian market appeared under pressure from the get-go, with both the Indonesia and NoPac round trips losing further ground as supply/demand fundamentals played out.
Supramax
General situation remains across the Supra desk that demand growth is 0% whereas fleet growth keeps ticking upwards. Discharge waiting times are also down on last year, causing further downward pressure on markets.
Tick downturn on the last weeks activity from the USG, where fhauls were discussed at around USD 23,000. Trip from Cont to USG being concluded about USD 18,000 on Supramax. Bhaul from CJK to Cont were done at USD 20,000. Nopac round on Ultramax being fixed around USD 19,500. Supra from Indonesia with coal run to India concluded around USD 21,750.
Tick more period activity but not at the improved levels though. Ultramax was covered for 3-4 mos at 20k with delivery Atlantic and redelivery ww, another Ultra open in Far East was fixed in the low USD 18,000 for one year.
BMTI Dry Bulk Market Update (29 Sep 2022) - BMTI – Trend Experts for ShippingAs they sometimes do, Capesize rates are splitting into hemispheres with Pacific rates under pressure (possibly ahead of next week’s … Continue reading →www.bmti-report.comBMTI Dry Bulk Market Update (29 Sep 2022)
As they sometimes do, Capesize rates are splitting into hemispheres with Pacific rates under pressure (possibly ahead of next week’s Golden Week) and Atlantic rates largely buoyant. Western buoyancy is being led by front haul demand with consecutive daily upgrades of around US$ 1,000 lifting rates (ex-UKC) from the middle US$ 30,000s to the high US$ 30,000s in just a few short days. Some shipowners already claim to be seeing rate offers for US$ 40,000 daily on modern tonnage based on US Gulf delivery.
The ongoing renewal of demand from South America is giving the Panamaxes a new lease on life and boosting Atlantic sentiment in a major way, brokers are saying. How long the current upswing will last is, as always, difficult to say, but more than a few observers do believe that this one “has legs” and could persist into the middle of October if the virtuous cycle continues. For now, trans-Atlantic RV rates are moving from the middle to high teens with talk that US$ 18,000 daily in talks for early October dates.
Stability has long been the province of Supramax trades and this September has been no different with Black Sea front hauls pushing back steadily into the upper teens and touching the US$ 20,000 daily line once again. US Gulf front hauls are moving to almost identical levels, although the USG is arguably more bullish than the Black Sea in terms of sentiment and cargo demand. In contrast to the larger bulkers, Pac-based rates are also still very positive for Supras with Indo rounds hitting the high US$ 19,000s range.
na ovo sam naletio sada ne znam jesu to bas danasnje ili neki period duzi
Ship Charter Rates | 30 September 2022 - HandyBulkShip Charter Rates, Bulk Carrier Time Charter Rates, Ship Chartering, How much does it cost to charter a bulk carrier?, Handy Supramax Ultramax Bulk Carrier…www.handybulk.com -
Samo to naftno skladiste ne moze se jos dugo praznit, a demand jos nije pao da ga mogu smanjit bez da to utjece na rast cijena nafte, a ulazimo u peak sezone za naftu,
A ta skladista gotovih proizvoda, trebalo bi nekako vidit koliko na to ima povecano skladistenje, zbog supply chaina, geopolitickih previranja, inflacije, a koliko je zbog pada demanda tj koliko on ima utjecaja..... sigurno je da se sve vise povecava pad.
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Demand ce past samo pitanje je da li dovoljnom brzinom jer vlade i dalje kemijaju s pokrivanjem rupa da odrze demand na vecoj razini da ne bi dotukli narod cijenama energije.
Ne znam o kojim skladistima govoris (gotovih proizvoda ?), kad ovo najbitnije naftno je smanjeno za trecinu u godinu dana, trebat ce to skladiste i napunit pa i u slucaju vece recesije odzat ce potraznju za naftom neko vrijeme.
