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@ walhalla
danke, aber eine ganze palette muss wirklich nicht sein
gebe dir noch ein paar aktuelle bonbons aus der financial times, die sind verstaendlicher abgefasst, denke ich:
so, genug schwarzseherei fuer heute...fuer deine private situation wuensche ich dir wirklich ein glueckliches haendchen. ich moechte dir da auch keinen rat geben, denn dann wuerde deine frau killer auf mich ansetzen
mach's gut
ciao
abstinent, daumendrueckend
danke, aber eine ganze palette muss wirklich nicht sein
gebe dir noch ein paar aktuelle bonbons aus der financial times, die sind verstaendlicher abgefasst, denke ich:
Their weighting of super-safe "AAA" government bonds has been raised to a maximum 50pc. This is a bet on gruelling "Japanese" deflation. The bank expects equities to fall by 50pc to 75pc.
"Nowhere and nothing will be immune. We are on the cusp of an equity meltdown that will slash and shred portfolios," said Albert Edward, SG's global strategist.
Thankfully, the Fed's monetary blitz has averted a depression. Emergency lending under the "unusual and exigent circumstances" clause of the Fed Act - the nuclear Article 13 (3), unused since the 1930s - has put a floor under the banking system.
There will be no "reset Armaggedon" as rates vault on honey-trap mortgages. Drastic Fed cuts - to 2pc from 5.25pc in September - have conjured away that disaster, at least.
One dreads to think what would have happened if Fed liquidationists (Plosser, Hoenig, Fisher) had prevailed, as they did in 1930 - and still do in Euroland, where Germany's Axel Weber holds sway, and nobody of sense dares lead a mutiny.
The oil spike will burn itself out. China has hit the buffers. With inflation at 8.5pc, it risks political turmoil. Moreover, it has repeated Japan's mistakes in the 1980s, building too many factories shipping too many goods at slender margins into a crumbling export market.
Lehman Brothers' Sun Mingchun says China will tip over in the second half of this year. "With so much latent overcapacity, an export-led slowdown could trigger a chain reaction which, in the worst case, could threaten the stability of [its] financial and economic system," he said.
Britain, Europe, Japan, and China will go down before America comes back up. This is turning into a synchronised bust, after all. The Global Slump of 2008-09 is under way.
so, genug schwarzseherei fuer heute...fuer deine private situation wuensche ich dir wirklich ein glueckliches haendchen. ich moechte dir da auch keinen rat geben, denn dann wuerde deine frau killer auf mich ansetzen
mach's gut
ciao
abstinent, daumendrueckend


