[放炮] 20121009 YYB日间灌水

aimei

Pay No Attention to IMF: Gartman

Noted investor and the publisher of the Gartman Letter, Dennis Gartman rubbished the latest warning on global economic weakness to come from the International Monetary Fund (IMF) saying he "paid no attention [to it] whatsoever."
"I give very little credence to what the IMF says. I give far more credence to what FedEx says, what the railroad companies say and the earnings outlook and expectations of the auto companies rather than the IMF," Gartman told CNBC Tuesday.
FedEx (FEDEX) and other multinationals including Hewlett Packard (HP)
have warned in recent weeks that the pervading worsening global economic outlook has hampered their bottom line.
The IMF said on Monday that it expected global growth to remain sluggish and lowered its growth forecasts blaming the looming U.S. fiscal cliff and the on-going euro zone debt crisis. (Read more: IMF Slashes Forecasts for Global Economic Growth )
It added that the fate of the global economy lay in the hands of U.S. and European policymakers.
As the earnings season gets under way Gartman also dismissed the importance being given to earnings, claiming most downward risk had already been factored in to the markets.
"I am amused at how often and how much we pay attention to earnings.
Wall Street has ramped down its expectations, I don't think anyone is going to be very surprised," he said.
Gartman rejected the impact of earnings from bellwether Alcoa (AA) - the world's largest aluminium producer - which reports later on Tuesday.
Financials will be watched closely Friday when heavyweights JP Morgan (JPM) and Wells Fargo (WFC) report, however, Gartman said trading would be "demonstrably less important" to banking than it has been in the past.
"The value of banking going forward is that we'll see a return to old style banking rather than the banking of the last few years where it was predicated on trading. More about loans, who we're lending money to and my bet is that banks' earnings will get better quarter on quarter," he said.
Gartman, a veteran commodities trader, added that he was shorting oil because of a drop in demand for gasoline consumption.
"Demand is down everywhere, we're simply driving less and less and new automobiles are much better than the old ones and we're finding crude oil everywhere," he said.
He described the situation as "crude bidding for storage" which he said was the marker for a commodity in excess supply.

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华尔街早餐：周二美股盘前必读
http://www.sina.com.cn  2012年10月09日 20:44  新浪财经微博
　　今日盘前重要经济数据

　　北京时间今晚 7:30   美国独立企业联盟(NFIB)小企业信心指数  

　　今日盘前重要新闻

　　IMF：欧盟国家将无法实现预算目标。IMF预测，由于对其银行业进行资本重组，西班牙今年两年预算赤字占GDP比重将分别为7%和5.7%，将无法实现6.3%和4.5%的目标。该组织还称今明两年债务占GDP比重将分别达到90.7%和96.9%，远高于西班牙预期。IMF还预测法国和意大利将无法现实目标，它还警告英国如果经济持续疲弱应延缓紧缩。

　　IMF下调全球经济展望。毫无意外，IMF再次调降全球增长预期，它预测今明两年增长速度分别为3.3%和3.6%。该组织将今明两年美国经济增长预期略微升高至2.2%和2.1%，但预测中国今明两年经济增长率将降至7.8%和8.2%。关键因素包括美国财政悬崖和欧元的命运。

　　美铝开启财报季。美铝周二美股收盘后将公布季报，分析师预测其第三季度每股收益由去年同期的0.15美元降至0.01美元，营收下滑13.2%至55.7亿美元。尽管美铝被视为全球制造业的晴雨表，但FactSet称其不是标普500结果如何的很好的指示灯。自从2009年以来，当美铝不及预期时，72.4%的成分股盈利超过预期。

　　上月本田汽车在华销量下跌40.5%至3.4万辆。本田汽车公司周二宣布，母公司及中国合资公司9月份在华汽车销量3万3931辆，同比下跌40.5%。今年前9月销量同比上涨9.5%，为46万9993万辆。本田在中国与东方汽车集团和广州汽车集团合作生产汽车。自9月中旬中日钓鱼岛领土争端和中国抵制日货风全面爆发依赖，日本汽车制造商在华销量锐减。

　　巴克莱将接盘ING Direct UK。巴克莱银行周二表示，已经同意收购荷兰国际集团(ING)旗下储蓄公司ING Direct U.K的存款、抵押贷款和营业资产，未披露交易金额。
ING发布公告称，巴克莱将收购一项拥有109亿英镑余额的存款资产，以及一项截至8月31日待结款项为56亿英镑的抵押贷款资产。截至8月31日这部分抵押贷款的贷款成数(loan to value ratio)为50%，将以30%的折扣收购。而存款资产将以账面价值收购。

　　公司为未来数十年锁定低利率。公司不仅利用超低利率发行更多债务，他们还借此机会发行长期票据。美国公司今年通过166次交易出售了919亿美元的30年期债券，2011年为发债145次融资732亿美元，为1995年以来全年发债额最高。这些公司有通用电气、联邦快递和Comcast。

　　IMF警告欧元区对希腊债务实施减记。据《华尔街日报》报道，IMF威胁削减给予希腊的资金，除非欧元区国家对希腊债务实施数十亿欧元的债务减记。欧元区正在拒绝IMF的建议，这包括由ESM购买500亿希腊债务，这将使希腊债务负担减少15%至20%。

　　中国央行向市场注入流动性。央行开展2650亿元逆回购操作，其中，7天期交易量为1650亿元，28天期交易量为1000亿元。两种期限的中标利率分别为3.35% 和3.60%。分析指出今日逆回购规模符合预期，资金面仍处于紧平衡，但四季度资金面将相对稳定。交易员称该举动能够降低中国货币市场利率，因此降低企业融资成本。在该消息提振下，中国股市上涨2%。

　　日本8月经常账户盈余缩减进出口双降。日本财政部今天公布的数据显示，8月份日本经常账户盈余达到4547亿日元(58亿美元)，7月份经常账户盈余为6254亿日元。据道琼斯通讯社调查，经济学家预期日本8月份经常账户盈余4420亿日元。数据显示，8月份日本出口下降5.3%，进口下降5.4%。(俊逸)

not4weak

坏消息不跌啊

cellphone

坏消息不跌啊
not4weak 发表于 2012-10-9 08:38

    俺只要阴跌（每天3～5点），连跌一周就行。一周后蹦。。。

cellphone

今天，开始关注ER。。。。。

本日10：30 以后再看盘比较准。。。

not4weak

vix 15, 只能写了

cellphone

vix 15, 只能写了
not4weak 发表于 2012-10-9 08:48

   只要突破16.50，大盘就打开通道了。。。所以，阴跌好。。。。。耐心等待

cellphone

今天的收盘，只要1453以下就行。。。

cellphone

cellphone

苹果领头。。。。

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sniffer

cellphone

注意：1450，是小上升通道的下边缘。破掉将确认短期下跌趋势。。。近在咫尺了。。。

not4weak

1440 might be broken soon

cellphone

有一点猛。。。