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Portafoglio Bond Lunghissimi....in Saecula Saeculorum cap. 26

  • Ecco la 66° Edizione del settimanale "Le opportunità di Borsa" dedicato ai consulenti finanziari ed esperti di borsa.

    I principali indici azionari hanno vissuto una settimana turbolenta, caratterizzata dalla riunione della Fed, dai dati macro importanti e dagli utili societari di alcune big tech Usa. Mercoledì scorso la Fed ha confermato i tassi di interesse e ha sostanzialmente escluso un aumento. Tuttavia, Powell e colleghi potrebbero lasciare il costo del denaro su livelli restrittivi in mancanza di progressi sul fronte dei prezzi. Inoltre, i dati di oggi sul mercato del lavoro Usa hanno mostrato dei segnali di raffreddamento. Per continuare a leggere visita il link

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Intanto il 4,35 è stato sfondato..
 

UPDATE 2-German inflation eases to lowest level in almost three years​

(Adds ECB consumer expectations survey in paragraphs 8-9; core inflation and economists' comments, 11-16)
By Maria Martinez
BERLIN, April 2 (Reuters) - German inflation eased slightly more than expected in March, helped by a drop in energy prices, preliminary data from the federal statistics office showed on Tuesday.

Inflation in Europe's largest economy slackened in March to 2.3%, its lowest level since June 2021. German consumer prices, harmonised to compare with other European Union countries, had risen by 2.7% year-on-year in February.

Economists pay close attention to German inflation data, as the country publishes its figures a day before the release of euro zone inflation data on Wednesday.

"The combined message from the data in Germany, France, Italy and Spain is that the euro zone headline harmonised inflation will undershoot the consensus this week significantly," said Claus Vistesen, chief euro zone economist at Pantheon Macroeconomics.

Euro zone inflation is expected at 2.6% in March, unchanged from the previous month, a Reuters poll of economists shows.

The European Central Bank has raised interest rates by the most in the euro's history to bring inflation down from double digits.

ECB chief Christine Lagarde said in March the euro zone's inflation rate was set to keep falling, while economic growth would start picking up during the year.

Euro zone consumers lowered their near-term inflation expectations in February but projections further out remain unchanged, a new survey by the ECB showed on Tuesday.

"They are now at the lowest level since the start of Russia's unjustified war against Ukraine in February 2022," the ECB said in a statement.


A growing number of ECB policymakers have supported rate cuts, with a June meeting shaping up as the most likely time for action, although there is also a meeting set for this month.

"At first glance, today's figures for German consumer prices in March suggest that monetary policy has to be eased soon," Commerzbank's senior economist Ralph Solveen said.

However, a look at the details called for caution.

"Excluding the highly volatile prices of energy and food, inflation has barely slowed down," Solveen said.


Core inflation in Germany, which excludes volatile food and energy prices, was at 3.3% in March, down from 3.4% in the previous month.

Energy prices in March 2024 were 2.7% lower than in the same month a year earlier. It was also the first month since February 2015 in which food prices fell below the level of the same month of the previous year.


Inflation is supported by a rising trend in services, whose prices are increasingly dominated by a sharp jump in wage costs.


"This supports our expectation that the core inflation rate will stabilise well above the ECB's target of 2% in the coming months," Solveen said
 
franke ha scritto:
Beh ovvio se eri sottopesato occasione unica ... io mi riferivo ad eventuali switch

Pure io ho preso un po di OAT oggi e giovedì su quelli che reputavo fossero minimi
Clicca per espandere...
ci sono molti stop che saltano e margin call , no switch no quelli a breve scadenza dicembre restano li
 
peppuccio75 ha scritto:

UPDATE 2-German inflation eases to lowest level in almost three years​

(Adds ECB consumer expectations survey in paragraphs 8-9; core inflation and economists' comments, 11-16)
By Maria Martinez
BERLIN, April 2 (Reuters) - German inflation eased slightly more than expected in March, helped by a drop in energy prices, preliminary data from the federal statistics office showed on Tuesday.

Inflation in Europe's largest economy slackened in March to 2.3%, its lowest level since June 2021. German consumer prices, harmonised to compare with other European Union countries, had risen by 2.7% year-on-year in February.

Economists pay close attention to German inflation data, as the country publishes its figures a day before the release of euro zone inflation data on Wednesday.

"The combined message from the data in Germany, France, Italy and Spain is that the euro zone headline harmonised inflation will undershoot the consensus this week significantly," said Claus Vistesen, chief euro zone economist at Pantheon Macroeconomics.

Euro zone inflation is expected at 2.6% in March, unchanged from the previous month, a Reuters poll of economists shows.

The European Central Bank has raised interest rates by the most in the euro's history to bring inflation down from double digits.

ECB chief Christine Lagarde said in March the euro zone's inflation rate was set to keep falling, while economic growth would start picking up during the year.

Euro zone consumers lowered their near-term inflation expectations in February but projections further out remain unchanged, a new survey by the ECB showed on Tuesday.

"They are now at the lowest level since the start of Russia's unjustified war against Ukraine in February 2022," the ECB said in a statement.


A growing number of ECB policymakers have supported rate cuts, with a June meeting shaping up as the most likely time for action, although there is also a meeting set for this month.

"At first glance, today's figures for German consumer prices in March suggest that monetary policy has to be eased soon," Commerzbank's senior economist Ralph Solveen said.

However, a look at the details called for caution.

"Excluding the highly volatile prices of energy and food, inflation has barely slowed down," Solveen said.


Core inflation in Germany, which excludes volatile food and energy prices, was at 3.3% in March, down from 3.4% in the previous month.

Energy prices in March 2024 were 2.7% lower than in the same month a year earlier. It was also the first month since February 2015 in which food prices fell below the level of the same month of the previous year.


Inflation is supported by a rising trend in services, whose prices are increasingly dominated by a sharp jump in wage costs.


"This supports our expectation that the core inflation rate will stabilise well above the ECB's target of 2% in the coming months," Solveen said
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Economists pay close attention to German inflation data, as the country publishes its figures a day before the release of euro zone inflation data on Wednesday.

:asd::P
"Il messaggio combinato che arriva dai dati di Germania, Francia, Italia e Spagna è che l'inflazione armonizzata della zona euro questa settimana sarà significativamente inferiore al consenso", ha affermato Claus Vistesen, capo economista della zona euro presso Pantheon Macroeconomics.

E giustamente visto che saranno migliori del previsto è cosa buona e giusta bastonare i bond del 5%? :asd: :clap:
 
Signori, nervi saldi.

Ottima occasione per me per incremento, venduto 5% portafoglio Sp500 per Aut2117 (ora ABP 72.42).

La partita è ancora lunga, ma la strada è orami definita.

Saluti,
 
Topgun76 ha scritto:
Economists pay close attention to German inflation data, as the country publishes its figures a day before the release of euro zone inflation data on Wednesday.

:asd::P
"Il messaggio combinato che arriva dai dati di Germania, Francia, Italia e Spagna è che l'inflazione armonizzata della zona euro questa settimana sarà significativamente inferiore al consenso", ha affermato Claus Vistesen, capo economista della zona euro presso Pantheon Macroeconomics.

E giustamente visto che saranno migliori del previsto è cosa buona e giusta bastonare i bond del 5%? :asd: :clap:
Clicca per espandere...
Per come lo stanno facendo ( tutto è organizzato è ovvio ) pare un ribasso per far saltare le posizioni long e comprare bassi in vista della ripartenza
Almeno questa parrebbe perché altre giustificazioni non ne trovo ...
 
franke ha scritto:
Per come lo stanno facendo ( tutto è organizzato è ovvio ) pare un ribasso per far saltare le posizioni long e comprare bassi in vista della ripartenza
Almeno questa parrebbe perché altre giustificazioni non ne trovo ...
Clicca per espandere...
Il conto del 9 deve tornare nel momento in cui la BCE taglierà, fino a quel momento saremo vulnerabili a manovre come quella di oggi, che però diventano ottime occasioni di acquisto. L'importante è il dato dell'inflazione tedesca, solo quello poteva scardinare il percorso ipotizzato sin ora.
Poi in molti qua più esperti di me hanno sempre ribadito che il percorso sarà difficile e pieno di trabochetti
 
Ultima modifica:
Io sono entrato con la liquidità che avevo...
A questi prezzi non ho paura di raddoppiare posizioni tra 10 giorni
 
franke ha scritto:
Per come lo stanno facendo ( tutto è organizzato è ovvio ) pare un ribasso per far saltare le posizioni long e comprare bassi in vista della ripartenza
Almeno questa parrebbe perché altre giustificazioni non ne trovo ...
Clicca per espandere...
Potrebbe essere benissimo come dici,anche perchè non ci sono news per far crollare del 5%....
 
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