QE3 , Inversione Bond - Azioni ? , Sul dollaro la verità , L'oro cala davvero? , Azioni sottovalutate

Tutto si basa su QE3 , anche l'ultimo rimbalzo . E se non avviene ?
(BLOOMBERG)Federal Reserve Chairman Ben S. Bernanke tomorrow may disappoint stock investors betting on a commitment to step up stimulus. He has little choice, given rising consumer prices and a U.S. economy that is still growing.
Se i bond non rendono si ritorna alle azioni
(BLOOMBERG) Customers pulled $3.1 billion from U.S. mutual funds that buy bonds, the fourth straight week of withdrawals from fixed income, the Washington-based trade group said today in an e- mailed statement. U.S. stock funds collected $1.13 billion during the week ended Aug. 17.
Qualcuno che dice la verità , ma gli altri paesi sono d'accordo ?
(BLOOMBERG) A weak dollar may be one of the bright spots in the U.S. economy, and it could be the gift that keeps on giving.
“A lower dollar means more exports, and it also means a shift from consuming imported products to consuming goods and services that we produce in the United States,” said Harvard University economics professor Martin Feldstein in a telephone interview.
Forse questa è la spiegazione migliore per il calo
(FINANC. TIMES)
Gold suffered its largest two-day absolute fall in more than three decades, dropping $160 per ounce between Tuesday and Wednesday in a move that spotlighted the dangers of an asset viewed as a haven.
Investors risked further sharp moves as the leading US metals exchange announced it will demand larger good-faith deposits to own gold futures starting after Thursday’s close.
Ci sono tanti modelli che funzionavano nel passato , ma che dopo gli avvenimenti degli ultimi anni non danno più tante certezze .
(Reuters) - For some, a decades-old way of valuing markets known as the Fed model says it's time to buy stocks and get out of bonds.
As of the close on Tuesday, the benchmark 10-year note yielded 2.21 percent while the trailing 12-month earnings yield on all U.S. stocks was 9.17 percent, down a bit from last week's 9.52 percent, when the market's price-to-earnings ratio hit a 20-year low.
The gap between the bond and stock yields is almost 7 percent, the widest it has been using end-of-quarter data since 1954, according to JPMorgan Funds.