USA - ny fase. Korona bagatelliseres, børsen snakkes opp av Fed!


Trump står i spissen for dette, og man blir ikke lenger veldig sjokkert over det som kommer fra den kanten, men uvanlig og spooky dette, spør du meg. Altså at Fed i tillegg til å støttekjøpe markedet, ser ut til å ha et behov for å snakke markedet opp. Tror neppe amerikanerne kan begynne å feire seieren over koronasmitten med det første. Ingenting tyder på det. Heldigvis kan vi ha grunn til å håpe på bedre ting i Norge, men når det gjelder børs er og blir USA bjellesauen. Bjellesau på leirføtter pga manglende kontroll over koronasmitten eller er det kanskje jeg som er helt på bærtur slik kursutviklingen i USA nå indikerer? 😉

The Fed

Here’s how to think about the economy right now, says Fed’s Bullard: A car slowing in a construction zone

Published: March 25, 2020 at 12:22 p.m. ET
By Greg Robb

There’s nothing wrong with that car’s engine and once clear of the coronavirus pullback, the economy will accelerate again - Bullard

https://www.marketwatch.com/story/heres-how-to-think-about-the-economy-right-now-says-feds-bullard-a-car-slowing-in-a-construction-zone-2020-03-25?siteid=bigcharts&dist=bigcharts

Redigert 25.03.2020 kl 17:56 Du må logge inn for å svare
Astronom
25.03.2020 kl 17:58 1338

NÅ må det komme medisin

Ikke bare børsen man er desperat etter å få opp. Kan kanskje lykkes her hvis man har noe å gi tilbake?

OIL

US urges Saudi Arabia to ‘rise to the occasion’ and end its oil price war with Russia

PUBLISHED WED, MAR 25 202010:41 AM EDT
Sam Meredith
@SMEREDITH19

https://www.cnbc.com/2020/03/25/oil-prices-and-coronavirus-us-urges-saudi-arabia-to-end-russia-feud.html

Fersk nyhet som nettopp sendte futures til værs. Får vi enda en børsfest i USA på dette?

A record 3.28 million Americans applied for unemployment benefits last week due to coronavirus

Published: March 26, 2020 at 9:08 a.m. ET
By Jeffry Bartash

Jobless claims reflect massive spike in layoffs as economy sinks

https://www.marketwatch.com/story/a-record-328-million-americans-applied-for-unemployment-benefits-last-week-due-to-coronavirus-2020-03-26?siteid=bigcharts&dist=bigcharts
Boobs
26.03.2020 kl 14:23 1015

Amerikanske investorer må gå på LSD😵

😄 Ja, en hemmelighet må de ha, og så mottar man kanskje stimuli i enormtt rause mengder? Futures bare dundrer opp minutter før børsåpning.
Redigert 26.03.2020 kl 14:39 Du må logge inn for å svare
Realist
26.03.2020 kl 14:57 863

Treasury's Mnuchin calls record-breaking unemployment claims irrelevant. Javel, det høres jo veldig logisk ut.

Jepp så nettopp den Realist. Det virker for meg som om all strategi fra myndighetenes side nå dreier seg om å holde børsen oppe, også ved prating. Er vi vitner til en bisarr form for valgkamp? Spent på fortsettelsen.

Mnuchin says jobless claims data is not relevant as Senate coronavirus stimulus changes the calculus of business owners

Published: March 26, 2020 at 9:44 a.m. ET
By Greg Robb

https://www.marketwatch.com/story/mnuchin-says-jobless-claims-data-is-not-relevant-as-senate-coronavirus-stimulus-changes-the-calculus-of-business-owners-2020-03-26?siteid=bigcharts&dist=bigcharts

‘I’ve been a labor economist for a very long time — and have never seen anything like this.’ Jobless claims rise nearly 1,500% in 3 weeks

Published: March 26, 2020 at 10:11 a.m. ET
By Quentin Fottrell

This is just the tip of the iceberg’

https://www.marketwatch.com/story/ive-been-a-labor-economist-for-a-very-long-time-and-have-never-seen-anything-like-this-jobless-claims-rise-1500-in-2-weeks-2020-03-26?siteid=bigcharts&dist=bigcharts
Redigert 26.03.2020 kl 15:23 Du må logge inn for å svare
børst
26.03.2020 kl 16:00 654

Det er et stemningsskifte på Wall Street nå. Dårlige nyheter er plutselig gode nyheter igjen, slik det var før. 3,3 millioner nye søkere til arbeodsledighetstrygd gir børsoppgang på 4-5%. Så da går vel USA-børsene tilbake til ATH ganske snart, fordi investorene mener at FED i siste instans kommer til å lage penger for å kjøpe opp alle selskapene i USA.
Redigert 26.03.2020 kl 16:01 Du må logge inn for å svare

Sentralbanksjefen sjøl melder seg på med oppsnakk.

FEDERAL RESERVE
Powell on whether the Fed has enough firepower: ‘We’re not going to run out of ammunition’

PUBLISHED THU, MAR 26 20207:14 AM
Jeff Cox

KEY POINTS

The central bank chief said the Fed’s recent actions will help provide capital to businesses that need it.

He also said they will be especially helpful once the virus is brought under control

https://www.cnbc.com/2020/03/26/fed-chair-jerome-powell-on-when-to-restart-the-economy-we-would-tend-to-listen-to-the-experts.html

Ikke helt enkelt å se hva som skal drive tingene opp når så mye virksomhet ligger øde så ikke alle like optimistisk som FED.

'It won't be a robust recovery': Nobel laureate Joseph Stiglitz warns the $2 trillion bailout package will fail to drive an immediate economic rebound

Carmen Reinicke 24 minutes ago

https://www.businessinsider.com/stiglitz-trillion-coronavirus-bill-fail-drive-us-recovery-economy-2020-3?r=US&IR=T
Redigert 26.03.2020 kl 18:12 Du må logge inn for å svare
tuja
26.03.2020 kl 19:21 319

https://www.marketwatch.com/story/dont-exaggerate-the-effect-of-the-2008-stimulus-programs-on-the-stock-market-2020-03-26?mod=home-page

You may think this parallel is good news for the stock market, since the 2008 stimulus appeared to work. After all, the bear market came to an end, didn’t it? And equities then entered into an extraordinary and unprecedented bull market that didn’t end until a month ago — 11 years later.

Well, sort of.

Actually, this cheerful narrative glosses over some harsh realities. The bear market in 2008 not only continued following the passage of the 2008 stimulus programs, it became even more ferocious. It lasted more than five additional months and roughly halved the S&P 500 index SPX, 4.010% over its life.