9 ноября 2010 Thomson Reuters Бегларян Григорий
Очередной материал от агентства Reuters посвященный предстоящему саммиту G 20 в Сеуле.Материал интересный, впрочем как и все, что делает команда этого информационного терминала.Есть размышления о ситуации на валютном рынке и суть возможных противоречий между руководством стран, которые будут вести дебаты между собой.Есть прекрасная иллюстрация и графики, характеризующие состояние дел в финансовом мире, с точки зрения капитальных потоков.Интересные материала посвященные проблемам банковского сектора в свете предстоящих изменений требований к капиталу банков, согласно новым правилам Базель III.
Смотрите по ссылке:
http://graphics.thomsonreuters.com/AS/pdf/G20nov.pdf
http://graphics.thomsonreuters.com/AS/pdf/baselIIIoct.pdf
ГРАФИКИ
СТРАТЕГИ ПО ДОЛГОВОМУ РЫНКУ БАНКА HSBC НАСТОЯТЕЛЬНО РЕКОМЕНДУЮТ ПРОДАВАТЬ БУМАГИ ПРАВИТЕЛЬСТВА ИСПАНИИ
Nov. 9 (Bloomberg) — Investors should sell Spanishgovernment bonds as investors demand a greater risk premium to
hold the securities following rising yields in Ireland, Portugal and Greece, according to HSBC Holdings Plc. “At most risk to further contagion are the markets of Spain, Italy and Belgium, because these countries are unlikely to grow strongly enough to avoid the fiscal arithmetic becoming more challenging,” Steve Major, global head of fixed-income research in London, wrote in a research report today.
ТЕХНИЧЕСКИЕ АНАЛИТИКИ ГОВОРЯТ АГЕНТСТВУ "REUTERS":ЦЕНЫ НА МЕДЬ УПАДУТ НА 10% В БЛИЖАЙШИЕ НЕДЕЛИ
SINGAPORE, Nov 9 (Reuters) — LME copper is due for a deep correction to as low as $7,915 per tonne over the next four weeks as a strong resistance zone is observed between $8,800 and $8,940.The zone is formed bytwo historical highs touched in May 2006 and in July 2008. It is not likely to matter even if copper tests $8,940 before reversing its current rally, and plunging towards $7,915, as its upside is seen very limited. The possible bearish reversal signal does not only come from the horizontal resistance zone, but also from a wave pattern. The rise from the June low at $6,037.50 adopted an impulsive wave mode, which could be further broken down into two alternate wave counts, as indicated on a daily chart. It is not likely to be clear which of the two wave counts the contract will follow until the price corrects to $7,915. A Fibonacci retracement analysis on its five-wave cycle from $7,028.25 to $8,801 reveals the following correction could drive the price down to range between $8,124 and $7,915, the 38.2 percent and 61.8 percent levels, respectively. A retracement to $8,530 followed by a return to above $8,800 would violate the bearish outlook. Во как!
СТАВКИ НА МЕЖБАНКОВСКОМ РЫНКЕ В ЛОНДОНЕ:В ЕВРО ВЫРОСЛИ,В ДОЛЛАРАХ НЕ ИЗМЕНИЛИСЬ
ЕВРОПЕЙСКИЙ ЦБ ПРОВЕЛ ОПЕРАЦИИ ПО РЕФИНАНСИРОВАНИЮ КРЕДИТОВ ДЛЯ БАНКОВ СРОКОМ НА 7 И 28 ДНЕЙ
МЕЖДУНАРОДНОЕ ЭНЕРГЕТИЧЕСКОЕ АГЕНТСТВО ПОВЫШАЕТ ПРОГНОЗ ЦЕН НА НЕФТЬ: К 2035 ГОДУ БУДЕТ $ 200!
13:00 09Nov10 RTRS-IEA SEES OIL PRICES EXCEEDING $100/BARREL IN 2015, $200 IN 2035 — 2010 WORLD ENERGY OUTLOOK
13:00 09Nov10 RTRS-IEA CUTS 2035 OIL DEMAND OUTLOOK BY 6 MLN BPD TO 99 MLN BPD VS F'CAST OF 105 MLN BPD A YEAR AGO
13:00 09Nov10 RTRS-IEA SAYS FUEL SUBSIDIES TO REACH $600 BLN BY 2015, UP FROM $312 BLN IN 2009
13:00 09Nov10 RTRS-IEA SAYS ALL NET GROWTH IN OIL DEMAND TO 2035 TO COME FROM NON-OECD COUNTRIES, WITH HALF COMING FROM CHINA ALONE
13:00 09Nov10 RTRS-IEA SEES GLOBAL CRUDE OIL OUTPUT REACHING PLATEAU OF 68-69 MILLION BPD BY 2020
PARIS, Nov 9 (Reuters) — Oil prices will exceed $200 a barrel in 2035, the International Energy Agency said in its 2010 World Energy Outlook. In the report released on Tuesday the IEA raised its mid and long-term oil price forecast, despite slashing oil demand growth estimates by 2035, citing growing supply uncertainty. Oil prices would rise even further if governments did not take significant steps, IEA's chief economist and author of the report, Fatih Birol, told Reuters in an interview. The message is clear, the price will go up, especially if consuming countries do not make changes in the way they consume oil, especially in the transport sector," Birol said. He said the world needed higher oil prices to substantially change consuming habits and spur investment as markets were becoming less sensitive to price changes
СТРАХОВЫЕ РИСКИ НА ЕВРОПЕЙСКИЕ СУВЕРЕННЫЕ ДОЛГИ РАСТУТ.ПОРТУГАЛИЯ И ИСПАНИЯ ОБНОВИЛИ НОВЫЙ РЕКОРД ПО СТОИМОСТИ СТРАХОВКИ
LONDON, Nov 9 (Reuters) — The cost of protecting Portuguese government debt against default rose to a record high on Tuesday ahead of a debt auction Wednesday. Five-year credit default swaps (CDS) on Portuguese government debt rose by 15 basis points since Monday's New York close to 480 bps. That means it now costs 480,000 euros ($667,300) to protect 10 million euros of Portuguese government debt against default.This helped push the iTraxx SovX Western Europe index up 3.5 bps to top 180 bps for the first time. Meanwhile, the Spanish 5-year CDS rose by 11 basis points to 277 bps, bringing the total gains in the last 2 weeks to nearly 80 bps and reducing a recent convergence with Italy's spreads. «The Iberian countries are widening significantly, a worrying development for EU leaders,» said Markit's Gavan Nolan
ДОЛГОВОЙ РЫНОК ЕВРОЗОНЫ:ПАДЕНИЕ ЦЕН НА БУМАГИ ИРЛАНДИИ ПРОДОЛЖАЕТСЯ.ПОД УДАРОМ СЕГОДНЯ ИСПАНСКИЙ ДОЛГОВОЙ РЫНОК
ГЕРМАНИЯ(ориентир по ставке доходности)
ИСПАНИЯ
ПОРТУГАЛИЯ
ИРЛАНДИЯ
ГРЕЦИЯ
ДЕНЕЖНАЯ СИСТЕМА ЕВРОЗОНЫ:ИЗБЫТОЧНЫЕ РЕЗЕРВЫ СУЩЕСТВЕННО ВЫРОСЛИ.СПРОС НА ОДНОДНЕВНЫЕ КРЕДИТЫ ТОЖЕ ВЫРОС
ГЛАВНЫЙ СОВЕТНИК НАРОДНОГО БАНКА КИТАЯ ГОВОРИТ:АБСУРД В ТОМ,ЧТО ДОЛЛАР ВСЕ ЕЩЕ РЕЗЕРВНАЯ ВАЛЮТА
*CHINA PBOC ADVISER LI DAOKUI SPEAKING IN BEIJING
*PBOC'S LI SAYS `ABSURD' DOLLAR REMAINS INTL RESERVE CURRENCY
*PBOC'S LI SAYS DOLLAR IS CURRENCY OF NATION THAT CAUSED CRISIS
09:40 09Nov10 RTRS-RPT-CHINA C.BANK ADVISER LI CALLS FOR STABILITY IN MAJOR CURRENCIES
09:41 09Nov10 RTRS-RPT-CHINA C.BANK ADVISER LI SAYS REFORMS TO GLOBAL MONETARY SYSTEM SHOULD BE GRADUAL
09:43 09Nov10 RTRS-CHINA C.BANK ADVISER LI: SAYS BEIJING NOT SEEKING TO REPLACE DLR WITH YUAN BUT WANTS MORE «REASONABLE» GLOBAL MONEY SYSTEM
BEIJING, Nov 9 (Reuters) — China wants a more «reasonable» global monetary system, but its objective in seeking reform is not to replace the dollar with the yuan, an academic adviser to the central bank said on Tuesday.
Li Daokui, who sits on the monetary policy committee of the People's Bank of China, also said that reform of the global monetary system should be gradual. Speaking to forum in Beijing, he reiterated the government's long-standing call for stability of major currencies.
Li Daokui, an academic adviser to China’s central bank, said it’s “absurd” that the dollar remains the global reserve currency after U.S. mistakes caused the financial crisis. He spoke at a forum in Beijing today. Li also criticized the U.S.’s ability to base monetary policies on domestic conditions alone.
http://ru.reuters.com/ (C) Источник
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Смотрите по ссылке:
http://graphics.thomsonreuters.com/AS/pdf/G20nov.pdf
http://graphics.thomsonreuters.com/AS/pdf/baselIIIoct.pdf
ГРАФИКИ
СТРАТЕГИ ПО ДОЛГОВОМУ РЫНКУ БАНКА HSBC НАСТОЯТЕЛЬНО РЕКОМЕНДУЮТ ПРОДАВАТЬ БУМАГИ ПРАВИТЕЛЬСТВА ИСПАНИИ
Nov. 9 (Bloomberg) — Investors should sell Spanishgovernment bonds as investors demand a greater risk premium to
hold the securities following rising yields in Ireland, Portugal and Greece, according to HSBC Holdings Plc. “At most risk to further contagion are the markets of Spain, Italy and Belgium, because these countries are unlikely to grow strongly enough to avoid the fiscal arithmetic becoming more challenging,” Steve Major, global head of fixed-income research in London, wrote in a research report today.
ТЕХНИЧЕСКИЕ АНАЛИТИКИ ГОВОРЯТ АГЕНТСТВУ "REUTERS":ЦЕНЫ НА МЕДЬ УПАДУТ НА 10% В БЛИЖАЙШИЕ НЕДЕЛИ
SINGAPORE, Nov 9 (Reuters) — LME copper is due for a deep correction to as low as $7,915 per tonne over the next four weeks as a strong resistance zone is observed between $8,800 and $8,940.The zone is formed bytwo historical highs touched in May 2006 and in July 2008. It is not likely to matter even if copper tests $8,940 before reversing its current rally, and plunging towards $7,915, as its upside is seen very limited. The possible bearish reversal signal does not only come from the horizontal resistance zone, but also from a wave pattern. The rise from the June low at $6,037.50 adopted an impulsive wave mode, which could be further broken down into two alternate wave counts, as indicated on a daily chart. It is not likely to be clear which of the two wave counts the contract will follow until the price corrects to $7,915. A Fibonacci retracement analysis on its five-wave cycle from $7,028.25 to $8,801 reveals the following correction could drive the price down to range between $8,124 and $7,915, the 38.2 percent and 61.8 percent levels, respectively. A retracement to $8,530 followed by a return to above $8,800 would violate the bearish outlook. Во как!
СТАВКИ НА МЕЖБАНКОВСКОМ РЫНКЕ В ЛОНДОНЕ:В ЕВРО ВЫРОСЛИ,В ДОЛЛАРАХ НЕ ИЗМЕНИЛИСЬ
ЕВРОПЕЙСКИЙ ЦБ ПРОВЕЛ ОПЕРАЦИИ ПО РЕФИНАНСИРОВАНИЮ КРЕДИТОВ ДЛЯ БАНКОВ СРОКОМ НА 7 И 28 ДНЕЙ
МЕЖДУНАРОДНОЕ ЭНЕРГЕТИЧЕСКОЕ АГЕНТСТВО ПОВЫШАЕТ ПРОГНОЗ ЦЕН НА НЕФТЬ: К 2035 ГОДУ БУДЕТ $ 200!
13:00 09Nov10 RTRS-IEA SEES OIL PRICES EXCEEDING $100/BARREL IN 2015, $200 IN 2035 — 2010 WORLD ENERGY OUTLOOK
13:00 09Nov10 RTRS-IEA CUTS 2035 OIL DEMAND OUTLOOK BY 6 MLN BPD TO 99 MLN BPD VS F'CAST OF 105 MLN BPD A YEAR AGO
13:00 09Nov10 RTRS-IEA SAYS FUEL SUBSIDIES TO REACH $600 BLN BY 2015, UP FROM $312 BLN IN 2009
13:00 09Nov10 RTRS-IEA SAYS ALL NET GROWTH IN OIL DEMAND TO 2035 TO COME FROM NON-OECD COUNTRIES, WITH HALF COMING FROM CHINA ALONE
13:00 09Nov10 RTRS-IEA SEES GLOBAL CRUDE OIL OUTPUT REACHING PLATEAU OF 68-69 MILLION BPD BY 2020
PARIS, Nov 9 (Reuters) — Oil prices will exceed $200 a barrel in 2035, the International Energy Agency said in its 2010 World Energy Outlook. In the report released on Tuesday the IEA raised its mid and long-term oil price forecast, despite slashing oil demand growth estimates by 2035, citing growing supply uncertainty. Oil prices would rise even further if governments did not take significant steps, IEA's chief economist and author of the report, Fatih Birol, told Reuters in an interview. The message is clear, the price will go up, especially if consuming countries do not make changes in the way they consume oil, especially in the transport sector," Birol said. He said the world needed higher oil prices to substantially change consuming habits and spur investment as markets were becoming less sensitive to price changes
СТРАХОВЫЕ РИСКИ НА ЕВРОПЕЙСКИЕ СУВЕРЕННЫЕ ДОЛГИ РАСТУТ.ПОРТУГАЛИЯ И ИСПАНИЯ ОБНОВИЛИ НОВЫЙ РЕКОРД ПО СТОИМОСТИ СТРАХОВКИ
LONDON, Nov 9 (Reuters) — The cost of protecting Portuguese government debt against default rose to a record high on Tuesday ahead of a debt auction Wednesday. Five-year credit default swaps (CDS) on Portuguese government debt rose by 15 basis points since Monday's New York close to 480 bps. That means it now costs 480,000 euros ($667,300) to protect 10 million euros of Portuguese government debt against default.This helped push the iTraxx SovX Western Europe index up 3.5 bps to top 180 bps for the first time. Meanwhile, the Spanish 5-year CDS rose by 11 basis points to 277 bps, bringing the total gains in the last 2 weeks to nearly 80 bps and reducing a recent convergence with Italy's spreads. «The Iberian countries are widening significantly, a worrying development for EU leaders,» said Markit's Gavan Nolan
ДОЛГОВОЙ РЫНОК ЕВРОЗОНЫ:ПАДЕНИЕ ЦЕН НА БУМАГИ ИРЛАНДИИ ПРОДОЛЖАЕТСЯ.ПОД УДАРОМ СЕГОДНЯ ИСПАНСКИЙ ДОЛГОВОЙ РЫНОК
ГЕРМАНИЯ(ориентир по ставке доходности)
ИСПАНИЯ
ПОРТУГАЛИЯ
ИРЛАНДИЯ
ГРЕЦИЯ
ДЕНЕЖНАЯ СИСТЕМА ЕВРОЗОНЫ:ИЗБЫТОЧНЫЕ РЕЗЕРВЫ СУЩЕСТВЕННО ВЫРОСЛИ.СПРОС НА ОДНОДНЕВНЫЕ КРЕДИТЫ ТОЖЕ ВЫРОС
ГЛАВНЫЙ СОВЕТНИК НАРОДНОГО БАНКА КИТАЯ ГОВОРИТ:АБСУРД В ТОМ,ЧТО ДОЛЛАР ВСЕ ЕЩЕ РЕЗЕРВНАЯ ВАЛЮТА
*CHINA PBOC ADVISER LI DAOKUI SPEAKING IN BEIJING
*PBOC'S LI SAYS `ABSURD' DOLLAR REMAINS INTL RESERVE CURRENCY
*PBOC'S LI SAYS DOLLAR IS CURRENCY OF NATION THAT CAUSED CRISIS
09:40 09Nov10 RTRS-RPT-CHINA C.BANK ADVISER LI CALLS FOR STABILITY IN MAJOR CURRENCIES
09:41 09Nov10 RTRS-RPT-CHINA C.BANK ADVISER LI SAYS REFORMS TO GLOBAL MONETARY SYSTEM SHOULD BE GRADUAL
09:43 09Nov10 RTRS-CHINA C.BANK ADVISER LI: SAYS BEIJING NOT SEEKING TO REPLACE DLR WITH YUAN BUT WANTS MORE «REASONABLE» GLOBAL MONEY SYSTEM
BEIJING, Nov 9 (Reuters) — China wants a more «reasonable» global monetary system, but its objective in seeking reform is not to replace the dollar with the yuan, an academic adviser to the central bank said on Tuesday.
Li Daokui, who sits on the monetary policy committee of the People's Bank of China, also said that reform of the global monetary system should be gradual. Speaking to forum in Beijing, he reiterated the government's long-standing call for stability of major currencies.
Li Daokui, an academic adviser to China’s central bank, said it’s “absurd” that the dollar remains the global reserve currency after U.S. mistakes caused the financial crisis. He spoke at a forum in Beijing today. Li also criticized the U.S.’s ability to base monetary policies on domestic conditions alone.
http://ru.reuters.com/ (C) Источник
Не является индивидуальной инвестиционной рекомендацией
При копировании ссылка обязательна Нашли ошибку: выделить и нажать Ctrl+Enter