annatimoneのブログ

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ECB would do well to keep rates on hold.

ECB would do well to keep rates on hold. For now.
After yesterdays belated market focus on the underlying problems in managing a single strategy for the whole eurozone, it put into sharp focus the policy options facing the ECB. The west has had a ferocious and deadly enemy for the last 40 years, and it was called inflation. All the ammunition and strategy has been directed towards killing this enemy, and the threat has – for the while – gone away. While this battle has been raging however, a new…
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mag 2013年11月04日

Difficult to persuade the Germans and that changes the ECB

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What to expect in the second quarter?

In the first quarter’s revised U.S. gross domestic product (GDP) numbers, we found consumer spending in the U.S. economy was slow, dragging U.S. economic growth lower. Going forward, I can’t help but to expect more of the same. We are already getting warnings from major financial institutions that U.S. GDP growth in the second quarter will be dismal. The Goldman Sachs Group, Inc expects the U.S. economy to grow at only 0.8% in the second quarter. The Royal Bank of Scotland Group and Barclays …
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Nadin5794 2013年07月30日

Все говорят о том ,что доллар более стабилен в среднесрочной перспективе,я отношусь к этому скептически,цифры аналитики только верхушка айсберга.Социальный и политический климат в Европе несколько спокойней будет всегда ,так как союзное государство стремится к выработке компромисса не прибегая к прямой конфронтации населением с руководством(госаппаратом),боюсь что американцы уже не пойдут на компромиссы после ипотечного кризиса,реформ министерства обороны и т.д...

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annatimone 2013年07月30日

Nadia, I think you are right. Dollar in a short term will be stable against Euro and major four (Euro, Swiss, Sterling and Japanese Yen). Since, US economy was expanding over the last year and a half, and Europe being stagnated, any surprising slowdown in the US (like housing) could bring more slowdown in Europe, which in return will create a drop in Euro and Sterling.

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Nadin5794 2013年07月30日

sooner or later the inflated digits of statistics should be given to real indexes, Europe in this sense is more pragmatic...

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annatimone 2013年08月01日

I agree. I often suspect that economic data/reports in the United States are fixed and not real. Generally, news in the United States is bias. If you want to get a real story, look in European media.

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Nadin5794 2013年08月01日

today I am once again convinced that both sides of this confrontation are very unstable and it is possible to wait for anything...

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