trump annuncia

LINK https://twitter.com/realDonaldTrump/status/1164914962529247232

lavorano fin da subito sui temi economici

ecco da ascoltare le dichiarazioni di delrio

LINK https://www.ilmessaggero.it/video/politica/partito_democratico_del_rio_summit-4691377.html

ecco il passaggio clou di powell

LINK https://www.federalreserve.gov/newsevents/speech/powell20190823a.htm

Turning to the current context, we are carefully watching developments as we assess their implications for the U.S. outlook and the path of monetary policy. The three weeks since our July FOMC meeting have been eventful, beginning with the announcement of new tariffs on imports from China. We have seen further evidence of a global slowdown, notably in Germany and China. Geopolitical events have been much in the news, including the growing possibility of a hard Brexit, rising tensions in Hong Kong, and the dissolution of the Italian government. Financial markets have reacted strongly to this complex, turbulent picture. Equity markets have been volatile. Long-term bond rates around the world have moved down sharply to near post-crisis lows. Meanwhile, the U.S. economy has continued to perform well overall, driven by consumer spending. Job creation has slowed from last year's pace but is still above overall labor force growth. Inflation seems to be moving up closer to 2 percent. Based on our assessment of the implications of these developments, we will act as appropriate to sustain the expansion, with a strong labor market and inflation near its symmetric 2 percent objective.

CHINA TO LEVY RETALIATORY TARIFFS ON ANOTHER $75B OF US GOODS - BBG *CHINA TO RESUME TARIFFS ON U.S. AUTOS

 

cina inizia le ritorsioni

cosi come aveva preannunciato Hu Xijin poco fa
LINK https://twitter.com/HuXijin_GT/status/1164848901897121792

altro articolo sulla possiblità che la germania abbandoni il concetto della parita' del bilancio in caso di recessione

LINK https://www.bloomberg.com/news/articles/2019-08-22/borrowing-never-so-cheap-for-germany-as-merkel-mulls-stimulus

 

LINK https://www.bloomberg.com/news/articles/2019-08-23/can-germans-get-over-their-allergy-to-stimulus-before-it-s-too-late

°blackzero

 

 

come ho già scritto, ieri l asta dei 30anni tedeschi è stata un flop : le richieste allocate sono state poco piu el 40% dell ammontare in emissione. Molti si interrogano se questa marchi un momento di pausa o addirittura di reversal nel trend di diminuzione dei rendimenti in territorio negativo, accostandola a quanto successe nel 2015, quando dopo che il bund arrivo a 0% di rendimento , rimbalzo rapidamente e violentemente verso 1%: inquel caso, un flop di asta decennale marco' il cambio di trend

LINK https://www.bloomberg.com/news/articles/2019-08-21/germany-sees-anemic-demand-for-30-year-bond-sale-at-zero-coupon