L'IVA si può riscuotere , La Germania conta di più dell'Italia , La guerra delle valute continua, Una relazione inversa borse-oro

E’ strano che nessuno copi dall’estero
(CHICAGO BLOG)
SAN PAOLO, DOVE L'IVA NON SI EVADE
di Diego Corrado e Marco Leonardi 06.09.2011

I dati che contano secondo i mercati
(FINANCIAL TIMES)
German industrial production surges
Recession looks less likely in largest EU economy

La sentenza in Germania conta più della manovra italiana
(MARKETWATCH)
Wall Street looks to President Obama’s job speech and finds some relief in a German court ruling.

La guerra delle valute fa un altro passo
(BLOOMBERG)
Switzerland opened a new round in a global currency war as fading economic growth forces policy makers to step up efforts to spur expansion.
The Swiss National Bank’s decision yesterday to cap the franc’s rate for the first time since 1978 marked a bid to protect trade hurt by the currency that last month strengthened to records against the euro and the dollar. The franc plunged 8.1 percent yesterday against the euro, the most since the creation of Europe’s single currency. It was little changed at 1.2058 per euro at 10:53 a.m. in London.
The initiative may leave Norway and Sweden vulnerable to unwanted gains in their currencies as countries such as Brazil and Japan fight to limit appreciation amid a flight from the euro debt crisis and near-zero U.S. interest rates. With Group of Seven finance chiefs set to hold talks this week, it also exposes the clash among policy makers counting on exports to offset slumping demand at home.

Il taglio dei tassi serve anche ad evitare che il cambio salga e renda le merci meno competitive (vedi Svizzera)
(MARKETWATCH)
— A new round of interest-rate cuts by central banks in emerging markets, as developing countries respond to stalling global growth and try to tame currency appreciation, could benefit the broader economy and help stock markets recover, say analysts and fund managers.
“Rate cuts are clearly designed to provide monetary stimulus domestically,” said Michael Bechara, managing director at risk-management firm Granite Consulting Group.
“It’s difficult to say exactly where this money will go, but generally low interest rates and cheap money flow into risk assets such as equities, so we may see some boost to stock markets globally.”

Vedremo nei prossimi giorni , ma non è detto che debba essere così automatico
(WSJ)
Stocks' Gain is Gold's Pain. Again.
If stocks are rallying, then gold must be falling.