CALDEIRÃO DE BOLSA

VirtuaGod Escreveu:De onde sacaste isso LTCM? Gostaria de ler mais pk tenho +/- essa opinião!!

VirtuaGod Escreveu:De onde sacaste isso LTCM? Gostaria de ler mais pk tenho +/- essa opinião!!

Nothing happening in Europe has changed my mind that equities will be the best performing asset class in the next 3 to 5 years. But the failure of the ECB to come up big for euro countries means that the liquidity crisis is going to be severe and throw Europe into a major recession.

I have little doubt that the ECB will eventually be forced to act, liquefying the market much as Bernanke did after the financial crisis struck in September 2008. But unless that action occurs very soon, rising interest rates and restrictions on credit flows will have devastating impact. As has been widely reported, banking is more important to the credit markets in Europe than in the U.S., which relies more on the capital markets. Furthermore, much of the credit in the emerging markets is also supplied by European banking, and this too will become restricted.

I would like to emphasize that although I see downside risk to the equity markets in the short run, I also see more upside potential for stocks in the long run. The ECB will be forced to act, lowering short term rates to near zero, engaging in QE, and bringing the euro down to $1.00 to $1.20. As the dollar rises, this will lower the dollar cost of tradable commodities, easing inflation in the U.S. and boosting real disposable income. When the ECB acts, the equity market will rise significantly, setting up double digit returns for many years to come.

Sr_SNiper Escreveu:nao estou à espera que todas as semanas o SP500 suba 100 pontos

ticojuno666 Escreveu:quais as perspectivas para a proxima semana? correcção ou seguimento de verdinho nos índices?

ticojuno666 Escreveu:quais as perspectivas para a proxima semana? correcção ou seguimento de verdinho nos índices?