iPoint (iPoint.cz)
Czech markets  |  October 12, 2012 09:30:53

Share views on the 12th 10: Silence before (growth) storm? (+ CEZ, Erste, TO, VIG)

iPoint.czShares this week too fail: Dow Jones yesterday dropped a fourth and even fifth time in Nasdaq row. Ironically, it happened on a solid background of news from the labor market and a slump in applications for unemployment to its lowest level since February 2008. Stressors can be found on a wide range of markets: The first one is the overseas earnings season - the growth rate of earnings declines for three quarters, the effect of cost savings from rationalization of production is already virtually exhausted and the influence of negative expectations demand continues to stagnate. America burdened and presidential elections: The market does not like uncertainty, and the election, according to analysts, investors seem to let more fundamental trend. Then there is Europe, especially Spain, which teeters on the edge of a rescue program for which the country might push rating agencies: S & P downgraded Spain on Wednesday, which may result in relatively good news:"Many investors understand the downgrade as a positive tool to Spain" convince "the need for rescue," said Joe Heider of Reimann Financial. Spain, the claims had to commit themselves politically very unpopular, and the country it is still suspended. Slightly positive news instead confers Asia: Japan-China dispute resolution approaches and what's more, China's steel prices have increased, which is reflected in the growth of speculative shares of companies extracting coking coal. That would be the first Chinese swallow stabilization, respectively. first fruits relaxed monetary policy? I prefer to wait for more hard data. On Friday, we know pretty new lines of pulses: From the macroeconomic indicators will be interesting data on the August industrial production for the euro area and the U.S. University of Michigan consumer confidence.Earnings season in the U.S. will continue today the results of bank JPMorgan and Wells Fargo, a boost for the global financial sector.

Friday's session should start without any specific charge. "CEZ shares will be traded in the band ...

Friday Kudykam stock and new recommendations for VIG and Erste from Goldman Sachs, read the iPoint

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Akciový výhled 12. 10.: Ticho před (růstovou) bouří? (+ ČEZ, Erste, TO, VIG)

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