Tutti premono sui leader europei che però non sono leader ma follower
(WSJ) Top European central bankers said it's urgent that euro-zone members quickly implement Greece's second aid program and agree changes to the bloc's rescue fund amid "overshooting" borrowing costs for the region's peripheral countries.
Anche i tedeschi cominciano a sentire il morso dei mercati
MADRID (MarketWatch) — European stocks finished sharply lower Monday, with the German market dropping more than 5%, as investors piled into safe-haven assets amid rising fears over Europe’s sovereign debt crisis and U.S. growth.
Una tesi che è da tenere in considerazione
NEW YORK (MarketWatch) “But in the larger scheme of things, all that is irrelevant. It is achingly obvious that gold is now the premier CURRENCY in the world as far as the global markets are concerned. Not even the Swiss franc can keep up with it.”
(Barron's Cover)
Una tesi condivisa da diversi osservatori
Which Way Up?
Stocks were pounded in August, but most market strategists expect them to rally this fall as the economy expands.
Forse grazie ai leader europei ed all'Italia in particolare , riusciremo ad avere una maggiore competitività all'export
Milton Friedman's Euro Smackdown
By GENE EPSTEIN
As Europe's woes grow, the dollar could stage a strong comeback, rising 40% against the euro by September 2012. Why you should bet on the buck.
Un altro articolo che parla di ottimismo
Wake Up and Smell the Profits
By ANDREW BARY
Despite huge profit gains, many big stocks, including Intel, JPMorgan and Dow Chemical, trade well below their decade-ago levels. Maybe not for long.
(MARKET BEAT)
Un'altra visione non pessimistica
No Jobs, but No Recession
By GENE EPSTEIN
Zero jobs growth in August doesn't mean economic growth has stalled. What's more, nonfarm payrolls likely rose more than government statistics suggest.
Uno tra i tanti indicatori previsivi per un'altra lettura ottimistica
(SMART MONEY) Flows demonstrate whether investors are acting on their fears, says Tobias Levkovich, chief U.S. equity strategist at Citigroup
During the week of Aug. 10, investors withdrew $23.5 billion from domestic stock funds, the most since October 2008, according to the Investment Company Institute, a fund company trade group. "It's a lot of money coming out in one shot," Mr. Levkovich says.
Such extremes often are a sign that the market is nearing a turn, Mr. Levkovich says. Withdrawals have slowed already; outflows were just $2.6 billion for the week ended Aug. 24.
"We're not getting a clear signal yet," Mr. Levkovich says. "But I'm willing to buy into this."
Forse cominciamo ad ascoltare i mercati ?
(LINKIESTA) Come prevedibile, gli investitori continuano a non avere fiducia in una veloce risoluzione della crisi dell’eurodebito. Perdite pesanti su tutti i listini europei, con Milano che cede il 4,83%. Lo spread fra Btp e Bund tedeschi risale fino a quota 371 punti base. Il ministro dell’Economia Tremonti cancella la sua partecipazione al Festival del Diritto a Piacenza e torna a Roma per un vertice sulla manovra.
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