Secondo l'oracolo di Goldman Sachs, i mercati avrebbero già scontato un QE2 da parte della FED compreso trai 750 miliardi di dollari ed 1 trilione di dollari
Gli acquisti di Bond USA potrebbero avvenire a botte di POMO (le mitiche Permanent Open Market Operations...) da 100 miliardi al mese.
Trillion-dollar deficits don’t matter
Experts say that $750 billion of quantitative easing is priced in to the market, and possibly $1 trillion...........
Nel frattempo sul fronte dell'Economia Reale la macchina da guerra import/export cinese in settembre ha rallentato parecchio.
Mediamente quando dalla Cina arrivano dati migliori del previsto tutte le Borse salgono
mentre quando arrivano dati peggio del previsto tutte le Borse salgono lo stesso....
In effetti non è un problema se le economie rallentano...come si dice QE in cinese?
Economic Report: China’s September trade surplus narrows
HONG KONG (MarketWatch) — China’s trade surplus contracted in September from August, as exports grew less than expected for the month, according to reported figures released Wednesday.
Imports were also on a cooling trend, as the data began to discount the economic recovery that gathered pace a year earlier, according to figures cited by the official Xinhua news agency.
China’s trade surplus fell to $16.88 billion in September from $20.03 billion in August.
Exports for the month rose 25.1% from a year earlier, compared to a 34.4% rise in August on year, disappointing expectations for a 26% rise according to a survey by Dow Jones Newswires.
Imports for September were 24.1% higher than a year earlier, compared to a 35.2% increase in August, and missing economists’ expectations for a 25% increase. ....