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Блог пользователя Chessplayer

Дайджест валютного рынка

Рыночные идеи, события, аналитика
26.03.2012, 15:45

LINKS-ДАЙДЖЕСТ 24 марта 2012 г.

LINKS-ДАЙДЖЕСТ 24 марта 2012 г.

CFTC FX Positioning Update: Not What You Think

Позиционирование валютного рынка согласно отчету COT

RUMBLE: Here's What You Missed In This Week's Epic Wall Street Bull-Bear Battle

Разноголосица аналитиков с Уоллстрит

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JP Morgan Finds Obama, And US Central Planning, Has Broken The Economic "Virtuous Cycle"

Закон Оукэна в современной экономике не работает. Следовательно, результат от мер централизованного монетарного планирования будет не совсем тот, что ожидается.

Where Did All The Money Go? Here!Куда пойдет кэш, накопленный американскими корпорациями?

as Sean Corrigan notes this week, money is distinct by virtue of the fact that 'it flows' and this transmission mechanism is clearly broken. US non-financial corporates hoarding of a $630bn mountain of money in 2.5 years (or 85% of retained earnings) have retarded the most incendiary effects of the Fed's extraordinary actions. The key issues will be whether these same corporates will begin to spend this cash, or whether they will simply rediscover an appetite for alternative, non-money assets (and the Fed should certainly take the opportunity to trim its swollen security portfolio by helping satisfy this reawakened urge, should it arise) and then, if they do, what those to whom they redirect the funds will do with them in their place. If the upshot is that there is a sizable remobilization of this money, things could quickly get very hot on the inflationary front if the transition is not managed well.

Tungsten-Filled 1 Kilo Gold Bar Found In The UK

Заполненный на 30-40% вольфрамом золотой слиток обнаружен в Великобритании

Guest Post: How Housing Affordability Can Falter Even as House Prices Decline

Считается, что если цены на дома снижаются, то рано или поздно они найдут спрос.

The general idea of lower home prices is that once prices fall to some magic threshold, buyers will jump in and liquidate the inventory. That notion makes two enormous assumptions: 1) Interest rates will stay near-zero when inflation is factored in. 2) Household income will stop declining. In other words, there are three inputs to housing affordability, and price is only one of them. Interest rates and disposable income are equally important.

Charting Last Week's Changes In Speculative Exposure

Zero Hedge предлагает графики по последнему отчету СОТ

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