aber ich hab etwas auf einen anderen forum gelesen sehr interesant, es ist auf englisch
QE 3 in the States
My previous probability for QE3 in the U.S was 20-30%. I'm now raising this to 100%. QE1, QE Lite and QE2 - all which injected close to 3 trillion dollars in the U.S economy were raging successes and therefore it is likely, Bernanke, again, will come to the rescue!
Recent data such as the absolutely horrible miss in building permits yesterday, much, much higher than expected initial claims figures and a very, very poor philly fed survey (which missed by almost 40 points) does suggest that Bernanke will pre-announce QE3 at Jackson Hole.
Yesterday, Merkel's comments along with the PM of Canada indicate that like Draghi, she too is willing to "do anything to save the Euro". I really now believe that Draghi (who will also be present at the 'hole') will jointly announce coordinated central bank action with Bernanke right then and there. In fact, given the sharp increase in the Euro since yesterday, i hear rumours that Rajoy will actually request a Spanish bailout at Jackson Hole and by the time he has flown back to Spain, Monti too would have requested a bailout for Italy via Tweet.
The meeting on the 6th of September and Germany's ruling on the 12th on the ESM are already a given. I don't think there is any uncertainty about these dates.
I think we are on our way to hit 1400 on the S&P, Dow could easily touch 15,000 by the end of the year.
Overall, my price target on the Euro has now been revised up from 1.20 to 1.55. Interim price target is 1.30. We should reach this by latest end of next week. 1.55 by the end of the year.
Price target for end of today - 1.265, maybe 1.270 because of the inverted HNS.
Midas
Last edited by EuroTraderApp; Today at 02:46 AM. |