Dno je uvijek na malom prometu
Veliki promet je rasprodaja, mora prestati.
Tako pišu u knjigama ![]()
Dno je uvijek na malom prometu
Veliki promet je rasprodaja, mora prestati.
Tako pišu u knjigama ![]()
QuoteTo bring inflation down, the Fed will "continue tightening monetary policy methodically through a series of interest rate increases and by starting to reduce the balance sheet at a rapid pace as soon as our May meeting," Brainard said.
The Fed is "prepared to take stronger action if indicators of inflation and inflation expectations indicate that such action is warranted," she said.
She then went even further...
Quote“Given that the recovery has been considerably stronger and faster than in the previous cycle, I expect the balance sheet to shrink considerably more rapidly than in the previous recovery, with significantly larger caps and a much shorter period to phase in the maximum caps compared with 2017–19.”
Ovo je razlog
Stocks & Bonds Dumped After Fed's Brainard Warns QT Could Start In May | ZeroHedge
--------Deutsche Bank's chief economists and heads of research, David Folkerts-Landau and Peter Hooper, became the first to make a recession in the US and a growth recession in the euro area within the next two years, their official forecast.------
Sad je valjda službeno, a ne samo rekla-kazala
It's Official: Deutsche Is The First Bank To Forecast A US Recession In Late 2023 | ZeroHedge
Washington Blocks Russian Dollar Bond Payments In Latest Attempt To Isolate Moscow | ZeroHedge
-------Per Reuters, the Russian state will no longer be allowed to make dollar debt payments from its accounts at US banks going forward. Of course, the west has already frozen hundreds of billions of dollars' worth of Russia's dollar and euro reserves held abroad (a decision that will likely backfire by pushing China, Russia, India and others to diversify away from those reserve assets------
Često mislim da je svaka preporuka analitičara u stvari EPP.
Prikupljanje publike za distribuciju.
Retail, Freight And Now Semis All On The Verge Of Recession | ZeroHedge
Ovo sa transportom je strašljivo-
Moram priznati da sam pod utjecajem tabora Beara.
A stvarnost me svaki dan demantira. Sve je zeleno.
Dok ne bude.
https://www.zerohedge.com/markets/bear-m…ll-napiers-work
Brundo.
-----Anatomy of a Bear Market” by Russell Napier is a “must-read” manuscript. Given current market dynamics, a review seems timely.
Tko mi je ovdje nedavno rekao da naftni šok nije opcija ?
Cic po mic, i evo micko ![]()
Treba ići long u naftu
Pretrgli su se.
Kako ih nije sramota
Jesmo li i naftu prespavali, kao uranijum ranije
- recent hike comes after a long period of low interest rates. The Fed cut rates to near zero (0 to 0.25%) from December 2008 to December 2015 to boost the economy after the financial crisis. Rates gradually rose to around 2% in 2018. After a small cut in the fall of 2019, the Fed slashed rates to zero once again to combat massive unemployment during the coronavirus pandemic. But now, due to high inflation and a strong job market, the Fed has been finally raising rates.
Koliko je to godina bez kamata na depozite, više od 12 godina ?
--------By the end of 1990 the rise in oil prices was associated with slowing output growth or deepening recession and somewhat higher inflation rates. The slowdown continued into 1991 despite the decline of oil prices to around their pre-crisis level.
Išla sam vidjeti kako je market reagirao na naftni šok, 1990., invazija Kuvajta
Why is setting a Fixed Price for Gold in Rubles significant?
By offering to buy gold from Russian banks at a fixed price of 5000 rubles per gram, the Bank of Russia has both linked the ruble to gold and, since gold trades in US dollars, set a floor price for the ruble in terms of the US dollar.
We can see this linkage in action since Friday 25 March when the Bank of Russia made the fixed price announcement. The ruble was trading at around 100 to the US dollar at that time, but has since strengthened and is nearing 80 to the US dollar. Why? Because gold has been trading on international markets at about US$ 62 per gram which is equivalent to (5000 / 62) = about 80.5, and markets and arbitrage traders have now taken note, driving the RUB / USD exchange rate higher.
So the ruble now has a floor to the US dollars, in terms of gold. But gold also has a floor, so to speak, because 5000 rubles per gram is 155,500 rubles per troy ounce of gold, and with a RUB / USD floor of about 80, that’s a gold price of around $1940. And if the Western paper gold markets of LBMA / COMEX try to drive the US dollar gold price lower, they will have to try to weaken the ruble as well or else the paper manipulations will be out in the open.
Additionally, with the new gold to ruble linkage, if the ruble continues to strengthen (for example due to demand created by obligatory energy payments in rubles), this will also be reflected in a stronger gold price.
Moram priznati da pola od napisanog u članku ne razumijem, osim da je Rusija odredila fiksni tečaj za zlato, a da je moguće i da se era petrodolara primiče kraju ? Nezamislivo !
Bolje mi je da se držim svojih candles.
Oni bi i ne bi. Bi, al da su ovce na broju ![]()
--------Increasingly, cash is the favored asset among the pros. In BofA’s March survey of money managers, such holdings rose to the highest level since April 2020.
Carin Pai, head of portfolio management and equity strategy at Fiduciary Trust International, which has around $103 billion in assets under management and administration, is currently overweight cash.
She and her team -- amid the recent rally -- raised cash by selling equities. “We didn’t want to sell into the downdraft in January, but with this recovery recently, we did take some money out of equities,” she said.
https://finance.yahoo.com/news/stock-rally-nobody-saw-coming-203529687.html
Breakaway Georgian Region Planning Referendum To Join Russia | ZeroHedge
Pa to ko' zarazna bolest.
Hope da ne navodi istinu, autor. Da to nije baš tako.
Sankcije uistinu jesu dvosjekli mač.
Nema dana da se ne pitam kako će ovo završiti i kako će izgledati svijet za 10 godina ... novi poredak, nove podjele. Živeći globalno u lokalnom selu navikli smo se da nam je čitav svijet na dohvatu.
Ajde sada svi, jer pametni ste, sagledati da li su nove pomorske rute povoljne za tankerske vozarine, i tko vani ima najviše VLCV
Stvarno, kako će američka nafta stizati u Europu ? Postoji li kakav pipeline pod oceanom ?
I da li će itko htjeti voziti rusku naftu u Kinu, ili su svi pod embargom ?
Imate i top ten ideja za trgovanje, i prijedlog za hedge ako pođe naopako
Između ostalih i Cleveland Cliffs. CLF
“You Can Print Money, But Not Oil To Heat Or Wheat To Eat” | ZeroHedge
Toalet papir.
Sahraniti će me ko' faraona. Punu zlata, tjestenine, graha, toalet papira ![]()
I što sad..... da tražim nekog blage naravi sa punom škrinjom mesa, za ugodan suživot ![]()
Ponude na p.p.