Czech markets  |  September 16, 2010 17:08:57

As the threat of popery Fed deflation? / BIG EXPERT - shares: from the 13th week 9th 2010


Despite some recent encouraging numbers (retail et al.) Is becoming clear that the U.S. economy faces a very weak end of the year. Without government incentives, supplemented with supplies and high unemployment, the largest expect significant slowing world economy. One of the key issues for investors, therefore, is how to deal with a reality popery Fed. There will be another round of monetary easing screws (direct purchase of bonds from the market)?

Central bankers from the U.S. Fed does not yet, unfortunately, not a single impression. On the one hand, a large group of them afraid to inflate away the current portfolio of bonds and loans, which is close to 2.5 trillion USD. They include Jeffrey Lacker of Richmond and Thomas Hoenig of Kansas City.They are afraid that even with growth slowing economy have with ourselves and others advise zalívání money markets can then do more harm than good. On the other hand, the head of the San Francisco Fed's Janet Yellenová that in addition to very low inflation and weakening growth, highlight the persistent high unemployment and said that the Fed should quickly get to the next round of bond buying. It seems that her views are close and Fed chairman Ben Bernanke. Which camp of opinion ultimately wins, but yet not at all certain.

Divided Fed probably will not find at the next meeting for further strength starting quantitative easing of monetary screws. This optimism may last weeks inflict a mortal wound. Another possibility to change the helm to get central bankers in mid-November, and it may be too late for many investors.Bears are again quite quickly so can return to the saddle.

Jan Bures, PSB

Expert opinions on the future development of selected stocks in the Czech capital market in the next month and a half years, from 13 a week 9th The 2010th


The estimate for the period from 13 9th 2010 to 11 10th 2010 (1 month)

Name
Attractiveness
Price
(Monday)
Definitely
buy
Buy
No
action
Sell
Definitely
sell
NWR
10
220.8
0
2
2
A
0
CETV
0
432.5
0
A
3
A
0
PHILIP MORRIS CR
0
9180
0
A
3
A
0
CEZ
-10
824
0
0
4
A
0
VIG
-20
942.5
0
0
3
2
0
ERSTE BANK GROUP
-20
731
0
A
A
3
0
PEGAS NONWOVENS
-20
440
0
A
2
A
A
TELEFÓNICA O2 CR
-30
392
0
0
2
3
0
UNIPETROL
-30
224.9
0
0
2
3
0
COMMERCIAL BANK
-40
4000
0
0
A
4
0


The estimate for the period from 13 9th 2010 to 14 Third 2011 (6 months)

Name
Attractiveness
Price
(Monday)
Definitely
buy
Buy
No
action
Sell
Definitely
sell
CETV
40
432.5
0
4
A
0
0
NWR
30
220.8
0
3
2
0
0
PHILIP MORRIS CR
30
9180
A
A
3
0
0
CEZ
30
824
A
A
3
0
0
VIG
30
942.5
A
A
3
0
0
ERSTE BANK GROUP
20
731
A
A
2
A
0
PEGAS NONWOVENS
10
440
0
A
4
0
0
TELEFÓNICA O2 CR
0
392
0
A
3
A
0
UNIPETROL
-10
224.9
0
A
2
2
0
COMMERCIAL BANK
-10
4000
0
A
2
2
0

Comparison:

Look also to the estimates made ??lastand before last week.
All estimates can be seen in the section Expert BIG .


Reviews carried out in this week:

  • Libor Bucek, John Mach, Milan Nedbálek - FINANCE Zlin
  • Patrick Hudec - Generali PPF Asset Management, a fund manager INVEST CP
  • Charles handbag, Miroslav Hlavoň - CAPITAL GRANT
  • Premysl Nevlud - LUTHERUS
  • Dusan Reactive - UniCredit Bank Czech Republic

Statistics deals with the ten most liquid stocks traded on the PSE. The tables contain a summary of estimates of experts listed. The column "Price", says Monday's rate of selected titles from which experts in their estimation was based. With this value are estimates after a period of one to six months compared to evaluate success. The column "attractiveness" the weighted average number of different views and can take values ??from -100 to +100. Number of views "Sell", "Buy," etc. is published in other columns.
Note: Assessment takes the form of non-binding opinion, whether a security should be to buy or sell in anticipation of developments in the next one month and a half year. The fact, however, may substantially differ from the estimates of experts. Experts even Kurzy.czassume no responsibility for these differences.

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Jak se popere Fed s hrozbou deflace? / BIG EXPERT - akcie: týden od 13. 9. 2010

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