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Börsipäev 28. märts

Kommentaari jätmiseks loo konto või logi sisse

  • Gaming the Fed

    By Rev Shark
    RealMoney.com Contributor
    3/28/2006 8:54 AM EST
     

    "Simplicity, clarity, singleness: these are the attributes that give our lives power and vividness and joy as they are also the marks of great art." -- Richard Halloway
     
     
     
    The market is focused on one thing today: the interest rate decision from the Fed due out at 2:15 pm EST. Another quarter point hike is almost a certainty but the market always harbors hope that the accompanying policy statement may provide some clarity about the Fed's future plans. The market is very likely to be disappointed.

    The one thing we can count on from the Fed is that its policy statement is not going to be a great work of art. It will be vague, a bit confusing and will not provide any great clarity about the future. Unfortunately, it just doesn't make sense for the Fed to spell out what it plans to do. Much of the power of the Fed lies in its ability to surprise us. If they told us in detail what they plan to do in the future then the market will immediately price it in and it's as good as done. It is the uncertainty about what it may do that gives the Federal Reserve its great power.

    Despite that rather obvious fact, market participants are always hopeful that the Fed will provide us with some subtle hint about what it is thinking. The most optimistic and unrealistic among us look for the Fed to signal that it plans on only two or three more rate hikes. That is not going to happen. The Fed is not going to set anything like that in stone.

    The best the market can hope for from the Fed is some minor change in the policy language that vaguely indicates that maybe, just maybe, they might start thinking about ending rate hikes if future economic data is weak.

  • Mis kell see Föderaalreservi Nõukogu otsus võib tulla?
  • Sry, enne küsisin, siis alles lugesin eelmist kirjutist
  • Kas keegi näeb, miks DSCM sellise käibega läheb?
  • DSCM Drugstore.com started with a Buy, $4 tgt at Craig Hallum
  • Intressimäära otsus Eesti kella järgi üsna erandlikul ajal ehk kell 22.15.
    Drugstore kohta ehk niipalju positiivset, et Craig Hallum on aktsiale andnud ostusoovituse ja 4 dollarilise hinnasihi.
  • minu lvlt täna 5.05 .sellest hetkest pea 90 senti üleval kui rämpsaktsia foorumis sellest rääkisin.mina müün.

    to punane: föderaalreserv on erafirma,teeb mis tahab!
  • Fed tõstis 25 bp, "further tightening might be needed". Turg esimese sammuna alla, FED üritas seda viimast kommentaari pehmendada jutuga majanduse tugevusest.
  • Müügisurve suur.
    Täppisteadusena paneb mind muigama see aasta alguse loba ( spekulatsioon a la keegi kuskil mingi ametnik rääkis), et varsti Fed lõpetab, kuid paistab, et uksed on veel valla. Osad arvavad, et tõstetakse isegi 5,5-ni välja. Arvamused kõiguvad 5,0 ja 5,5 vahel
  • emerging marketsid saavad ilmselt homme selle FEDi jutu peale veidi tappa.
  • minu viimane lahtine lubadus rbftw kinni 4.3 et lahtisi otsi siia ei jääks!
  • arwen, loodetavasti annad veel teada mõne hea aktsia nime... Ise müüsin muidu 5,07 :) Tänud! Pean ikkagist mainima, et natuke arusaamatuks jäi jah vähemalt ühe su postituse kustutamine pump & dump alafoorumist... Aga ise veel LHV klient pole, nii et ei saa eriti nuriseda :P.
  • DSCM - Upgrade. Ilmselt oled juba info leidnud.

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