* Hayoo dunk NGOMPORIN nech TRIO MACAN... Ude lama tidurnye 'ga bangun2... gemana sech...?! * On Fri, Mar 20, 2009 at 4:27 PM, ruzli <indeksbei3...@gmail.com> wrote:
> Komporin ah > > MacQ Macro Strategy – bullish on gold, oil, base > metals<http://bright-info.blogspot.com/2009/03/macq-macro-strategy-bullish-on-gold-oil.html> > Macro Strategy – bullish on gold, oil, base metals > [Report attached] Macquarie’s macro strategist based in Canada, Steve > Harris, commented that the $1.15tr expansion of the Fed’s quantitative > easing (QE) initiative is a bullish development for both equity and credit > market. More QE = more future inflation. His highest conviction idea is to > buy gold and gold equities. He also recommends oil, base metals, and > agricultural commodities and their related equities, as prices should > benefit from inflationary monetary policies. Against short term consensus > view, he is bearish on US treasuries as the market could be ignoring the > rising long-term inflationary implications of QE policies and overly focused > on short-term supply/demand impact. > > Quantitative easing factsheet > [Report attached] Macquarie’s economist Aimee Kaye provides a factsheet on > quantitative easing, a subject that has become popular in recent days. > Quantitative easing (QE) refers to an unconventional monetary policy tool > whereby the central bank flushes the banking system with new deposits. This > is accomplished by using newly-created money, in the form of bank deposits > as opposed to cash, to buy up large quantities of assets from banks. This > creates excess deposits in the banking system, while expanding the central > banks’ balance sheet with the purchased assets. > > The risks of pursuing QE are high, and most commonly cited is the risk to > inflation. In the current environment, some inflationary pressures would not > go awry. Rampant inflation only becomes a problem if QE works ‘too well’, > with additional reserve deposits simultaneously extended as credit to > households and business. The risk of this occurring is low. Indeed, with > ongoing financial tensions and an economy in recession, QE can be considered > the lesser risk. > Diposkan oleh BRIGHT INFO di > 11:02<http://bright-info.blogspot.com/2009/03/macq-macro-strategy-bullish-on-gold-oil.html> > 0 > komentar<http://bright-info.blogspot.com/2009/03/macq-macro-strategy-bullish-on-gold-oil.html#comments> > > <http://www.blogger.com/email-post.g?blogID=4647152175094201720&postID=2527692172925539075> > MacQ > Macro Strategy – bullish on gold, oil, base > metals<http://bright-info.blogspot.com/2009/03/macq-macro-strategy-bullish-on-gold-oil.html> > Macro Strategy – bullish on gold, oil, base metals > [Report attached] Macquarie’s macro strategist based in Canada, Steve > Harris, commented that the $1.15tr expansion of the Fed’s quantitative > easing (QE) initiative is a bullish development for both equity and credit > market. More QE = more future inflation. His highest conviction idea is to > buy gold and gold equities. He also recommends oil, base metals, and > agricultural commodities and their related equities, as prices should > benefit from inflationary monetary policies. Against short term consensus > view, he is bearish on US treasuries as the market could be ignoring the > rising long-term inflationary implications of QE policies and overly focused > on short-term supply/demand impact. > > Quantitative easing factsheet > [Report attached] Macquarie’s economist Aimee Kaye provides a factsheet on > quantitative easing, a subject that has become popular in recent days. > Quantitative easing (QE) refers to an unconventional monetary policy tool > whereby the central bank flushes the banking system with new deposits. This > is accomplished by using newly-created money, in the form of bank deposits > as opposed to cash, to buy up large quantities of assets from banks. This > creates excess deposits in the banking system, while expanding the central > banks’ balance sheet with the purchased assets. > > The risks of pursuing QE are high, and most commonly cited is the risk to > inflation. In the current environment, some inflationary pressures would not > go awry. Rampant inflation only becomes a problem if QE works ‘too well’, > with additional reserve deposits simultaneously extended as credit to > households and business. The risk of this occurring is low. Indeed, with > ongoing financial tensions and an economy in recession, QE can be considered > the lesser risk. > Diposkan oleh BRIGHT INFO di > 11:02<http://bright-info.blogspot.com/2009/03/macq-macro-strategy-bullish-on-gold-oil.html> > 0 > komentar<http://bright-info.blogspot.com/2009/03/macq-macro-strategy-bullish-on-gold-oil.html#comments> > > <http://www.blogger.com/email-post.g?blogID=4647152175094201720&postID=2527692172925539075> > > 2009/3/20 andref_r <andre...@yahoo.com> > >> http://www.kitcometals.com/charts/copper_historical_large.html to see >> copper chart. As copper rebound nickel and tin probably will catch up soon >> >> INCO ANTM TINS, This 3 has been sleeping for a very long long time...time >> for them to wake up sooner or later perhaps... >> >> FCX(freeport)stock rebounded from it lowest USD 15.70 to 40.04..who knows >> soon this will happen to this 3 also... >> >> > >
