Rally para durar? Sim ou não?
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Rally para durar? Sim ou não?
Esta é a grande questão....
Deixo-vos o comentário diário da plataforma GoBulling...
Eles não acreditam muito na continuação deste rally...
Quanto a mim, os dados da "inflacção negativa" para Portugal deixaram-me a pensar... Não conheços os dados dos restantes países da UE nem dos EU. Parece-me ter ouvido kk coisa sobre inflação negativa no Japão....
Se isto for para continuar e se alastrar, não há de facto rally que resista.
Deixo-vos o report da GB
We have had the bounce, now get out
Fundamentals are still horrible and the stock rally has happened in a very thin market.
Calendar
Economic Data Releases
Country
Time (GMT)
Name
Expectation
Prior
CA
14:30
Business Outlook Future Sales (1Q)
-34.00
CA
14:30
BoC Senior Loan Officer Survey (1Q)
75.8
--------------------------------------------------------------------------------
What's going on?
Powerful rally in stocks on Friday, but in very thin market. Watch out! Futures are indicating a retracement below 846 in S&P500 again. This is a sucker’s rally. Get out now.
US public finances are deteriorating fast. Monthly budget statement out at -$192B vs. -$165B expected. Lots of states are now raising fees and taxes to cover some of the budgetary shortfall. The fact that they are not cutting spending leads to crowding out of private capital => continuously high refi rates for the corporate sector.
Chain Store Sales down 2.1% YoY. 400 out of the 2000 largest US shopping malls have closed and US Treasury receipts are down 30% YoY. The crisis is still on and its strength is unabated. Earnings will continue to deteriorate.
--------------------------------------------------------------------------------
FX
FX Daily stance Comment
EURUSD
0/-
Testing res at 1.3190-00. If holds look for a re-test of sub-1.31 lvl else 1.3240-50
EURJPY
0
Seen ranging betw 131.5-133.0 still
USDJPY
0/+
As 99.95-00 holds look for re-test of 101 lvls
GBPUSD
0
Res at 1.4675-00 likely to hold for grind lower to 1.4580 again
AUDUSD
0/+
Early gap higher cfmed by consolidation abv 0.72 en-route to 0.7350
--------------------------------------------------------------------------------
Equities
Equities Daily stance Comment
DAX
0
We have had the bounce. Get out.
FTSE
0
We have had the bounce. Get out.
S&P500
0
We have had the bounce. Get out.
Nasdaq100
0
We have had the bounce. Get out.
Nikkei225
0
We have had the bounce. Get out.
--------------------------------------------------------------------------------
Deixo-vos o comentário diário da plataforma GoBulling...
Eles não acreditam muito na continuação deste rally...
Quanto a mim, os dados da "inflacção negativa" para Portugal deixaram-me a pensar... Não conheços os dados dos restantes países da UE nem dos EU. Parece-me ter ouvido kk coisa sobre inflação negativa no Japão....
Se isto for para continuar e se alastrar, não há de facto rally que resista.
Deixo-vos o report da GB
We have had the bounce, now get out
Fundamentals are still horrible and the stock rally has happened in a very thin market.
Calendar
Economic Data Releases
Country
Time (GMT)
Name
Expectation
Prior
CA
14:30
Business Outlook Future Sales (1Q)
-34.00
CA
14:30
BoC Senior Loan Officer Survey (1Q)
75.8
--------------------------------------------------------------------------------
What's going on?
Powerful rally in stocks on Friday, but in very thin market. Watch out! Futures are indicating a retracement below 846 in S&P500 again. This is a sucker’s rally. Get out now.
US public finances are deteriorating fast. Monthly budget statement out at -$192B vs. -$165B expected. Lots of states are now raising fees and taxes to cover some of the budgetary shortfall. The fact that they are not cutting spending leads to crowding out of private capital => continuously high refi rates for the corporate sector.
Chain Store Sales down 2.1% YoY. 400 out of the 2000 largest US shopping malls have closed and US Treasury receipts are down 30% YoY. The crisis is still on and its strength is unabated. Earnings will continue to deteriorate.
--------------------------------------------------------------------------------
FX
FX Daily stance Comment
EURUSD
0/-
Testing res at 1.3190-00. If holds look for a re-test of sub-1.31 lvl else 1.3240-50
EURJPY
0
Seen ranging betw 131.5-133.0 still
USDJPY
0/+
As 99.95-00 holds look for re-test of 101 lvls
GBPUSD
0
Res at 1.4675-00 likely to hold for grind lower to 1.4580 again
AUDUSD
0/+
Early gap higher cfmed by consolidation abv 0.72 en-route to 0.7350
--------------------------------------------------------------------------------
Equities
Equities Daily stance Comment
DAX
0
We have had the bounce. Get out.
FTSE
0
We have had the bounce. Get out.
S&P500
0
We have had the bounce. Get out.
Nasdaq100
0
We have had the bounce. Get out.
Nikkei225
0
We have had the bounce. Get out.
--------------------------------------------------------------------------------
- Mensagens: 217
- Registado: 9/12/2007 12:36
- Localização: Faro
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