2 Libya - Libya
USA
Closed for the "President Day", but the future shows a bit 'too weak U.S. markets (-1.2% respectively).
DJI -%, SPX -%, Nasdaq -%, VIX 16:43 (-%)
Europe
ugly session for the European markets with particular negativity to those with greater number of companies active in Libya. The worsening situation in the north African country overloading titles such as ENI (-5.12%) and OMV (-4.45%) both oil companies. Subdued even some corporate results, ma l'attenzione è ora tutta rivolta al nord africa e la possibilità che altri paesi vadano in crisi sociopolitica.
CAC -1.44%, DAX -1.41%, SMI -0.50%, DJES50 -1.81%
Giappone
Le cose non sembrano funzionare nemmeno in giappone. Anche in questo caso tutte le società con esposizione al medio oriente o al nord africa (dalle petrolifere alle società di ingegneria) sono sotto pressione e trascinano l'indice al ribasso. A complicare la situazione anche il primo calo nelle ultime settimane dell'indice Baltic Dry.
Nikkei -1.78%
Asia
Quadro simile anche per i mercati asiatici, preoccupati sia per gli interessi in Africa, sia per la situazione di "risk-off" un po' su tutti i paesi emergenti. Pesanti anche in questo caso le perdite per le società con particolari interessi nella regione e fuga degli investitori da tutti i mercati emergenti.
Hang Seng -1.92%, Straits Time -1.36%, Taiwan -1.87%, Shanghai -2.07%, Sensex -0.41%
FX
USDCHF 0.9474 (0.9466)
USDJPY 83.34 (83.18)
EURUSD 1.3588 (1.3669)
EURCHF 1.2873 (1.2939)
EURGBP 0.8404 (0.8422)
GBPUSD 1.6168 (1.6231)
GBPCHF 1.5317 (1.5365)
USD libor 3 mesi 0.31% (0.31%)
USA tbill 3 mesi 0.09% (0.09%)
USA tbond 5 anni 2.19% (2.27%)
Grecia 10 anni 11.71% (11.72%)
Oro 1400.40 (1395.25)
Crude 93.48 (87.37)
SPGS Commodity 657.62 (657.62) (not price)
Baltic Dry Index 1295 (1301)
Considerations
Gold up, dollar up, rates on government ... stock down, especially in emerging countries, spreads on credit, volatility in off ... that mean? it seems that financial markets are "using" the socio-political crisis Middle East and North Africa as a "trigger" for a return of risk aversion after days and weeks of "World of Barbie." The Libyan crisis could not have come at a worse time.
Monday, February 21, 2011
Mount And Blade - Liberty Or Death
snowshoe trip in Val d'Ayas
February 19 2011 - Blue Lake m. 2215. From St. Jacques
m. 1689.
snowshoe trip to enjoy a beautiful sunny day.
Going up and down the street for the summer trail.
course, the lake is frozen and you can not see the characteristic blue color.
nice setting with views over part of the Monte Rosa massif.
In the first picture, going up to the Pian di Verra. In the second
Pian di Verra Lower seen downstream. In the third and fourth
Black Rocks, Castor and Pollux views from the bridge and Lake Blue
last panorama of the area.
m. 1689.
snowshoe trip to enjoy a beautiful sunny day.
Going up and down the street for the summer trail.
course, the lake is frozen and you can not see the characteristic blue color.
nice setting with views over part of the Monte Rosa massif.
In the first picture, going up to the Pian di Verra. In the second
Pian di Verra Lower seen downstream. In the third and fourth
Black Rocks, Castor and Pollux views from the bridge and Lake Blue
last panorama of the area.
Sunday, February 20, 2011
Wrestling Promotion Generator
20110218 - 20110217
USA
Again a difficult start, again because of the Chinese maneuvers, but this time the reserves, again a positive end, based on the earnings of Caterpillar (+2.42%) and some other companies, good course. The market does not let even discouraged by the socio-political problems in North Africa from possible problems with the Apple (-2.16%) or the companies related to agricultural commodities such as CF (-6.72%) want the risk of political control of prices, Look for the decline in Chinese demand.
DJI +0.59% +0.19% SPX, Nasdaq -0.21% VIX 16:43 (-0.96%)
Europe
flat market in Europe. China makes its mark and, unlike the U.S., there are no major companies to publish good results. Indeed: TomTom (-11.37%) announced a future rather flat, while Rentokil (-5.61%) publishes a loss. It's scary to even the announcement of the ECB (Lorenzo Bini Smaghi) about a possible rise in interest rates, and Trichet indicates that raising wages would be a grave mistake.
CAC +0.12%, DAX +0.29%, SMI +0.16% +0.11% DJES50
Japan
session rather divided on the Nikkei to grips with the rise in crude supports the various Inpex (+1.70%) and company tied black gold, some upgrades, but also the north African socio-political problems and add to the "Jasmine Revoluton" China (which we know little or nothing). Nikkei
+0.14%
Asia
Asian markets in any order. The move in China on the reserves without a bit 'all with a bitter taste, while the eyes remain focused on Africa's north, where China has made several investments in recent years. As always, any expected slowdown in China is reflected in the metals industry and in turn on all companies linked to the sector, from mining to aluminum producers.
Hang Seng -0.37%, Straits Time -0.42%, Taiwan -0.05%, Shanghai +0.90%, Sensex -0.19%
FX USDCHF 0.9466 (0.9501)
USDJPY 83.18 (83.29)
EURUSD 1.3669 (1.3598)
EURCHF 1.2939 (1.2921)
EURGBP 0.8422 (0.8412)
GBPUSD 1.6231 (1.6165)
GBPCHF 1.5365 (1.5360)
USD Libor 3 months 0.31% (0.31%)
USA tbill 3 months 0.09% (0.09%)
USA tbond 5 years 2.27% (2.29%)
Greece 10 years 11.72% (11.80%)
Gold 1395.25 (1384.70)
Crude 87.37 (86.17)
SPGS Commodity 657.62 (657.40)
Baltic Dry Index 1301 (1292)
Considerations
Interestingly, the idea of Trichet: First let us not put the bill in the fact that a worker developing countries earn a fraction of a worker in the developed countries, then devalue the currency to try to get back to being competitive, then when the price of raw materials inizia a farsi sentire e probabilmente si trasformerà in prezzi al consumo, imploriamo i sindacati di non chiedere aumenti. Tanto valeva imporre un rialzo dei salari nei paesi emergenti (o una riduzione dei salari locali)... o no ?
USA
Again a difficult start, again because of the Chinese maneuvers, but this time the reserves, again a positive end, based on the earnings of Caterpillar (+2.42%) and some other companies, good course. The market does not let even discouraged by the socio-political problems in North Africa from possible problems with the Apple (-2.16%) or the companies related to agricultural commodities such as CF (-6.72%) want the risk of political control of prices, Look for the decline in Chinese demand.
DJI +0.59% +0.19% SPX, Nasdaq -0.21% VIX 16:43 (-0.96%)
Europe
flat market in Europe. China makes its mark and, unlike the U.S., there are no major companies to publish good results. Indeed: TomTom (-11.37%) announced a future rather flat, while Rentokil (-5.61%) publishes a loss. It's scary to even the announcement of the ECB (Lorenzo Bini Smaghi) about a possible rise in interest rates, and Trichet indicates that raising wages would be a grave mistake.
CAC +0.12%, DAX +0.29%, SMI +0.16% +0.11% DJES50
Japan
session rather divided on the Nikkei to grips with the rise in crude supports the various Inpex (+1.70%) and company tied black gold, some upgrades, but also the north African socio-political problems and add to the "Jasmine Revoluton" China (which we know little or nothing). Nikkei
+0.14%
Asia
Asian markets in any order. The move in China on the reserves without a bit 'all with a bitter taste, while the eyes remain focused on Africa's north, where China has made several investments in recent years. As always, any expected slowdown in China is reflected in the metals industry and in turn on all companies linked to the sector, from mining to aluminum producers.
Hang Seng -0.37%, Straits Time -0.42%, Taiwan -0.05%, Shanghai +0.90%, Sensex -0.19%
FX USDCHF 0.9466 (0.9501)
USDJPY 83.18 (83.29)
EURUSD 1.3669 (1.3598)
EURCHF 1.2939 (1.2921)
EURGBP 0.8422 (0.8412)
GBPUSD 1.6231 (1.6165)
GBPCHF 1.5365 (1.5360)
USD Libor 3 months 0.31% (0.31%)
USA tbill 3 months 0.09% (0.09%)
USA tbond 5 years 2.27% (2.29%)
Greece 10 years 11.72% (11.80%)
Gold 1395.25 (1384.70)
Crude 87.37 (86.17)
SPGS Commodity 657.62 (657.40)
Baltic Dry Index 1301 (1292)
Considerations
Interestingly, the idea of Trichet: First let us not put the bill in the fact that a worker developing countries earn a fraction of a worker in the developed countries, then devalue the currency to try to get back to being competitive, then when the price of raw materials inizia a farsi sentire e probabilmente si trasformerà in prezzi al consumo, imploriamo i sindacati di non chiedere aumenti. Tanto valeva imporre un rialzo dei salari nei paesi emergenti (o una riduzione dei salari locali)... o no ?
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