Fed Will Act Soon to Boost the Economy, Just Not Today By Matt Nesto | Breakout 2 hours 15 minutes ago
It seems that, lately, whenever I start discussing possible Fed actions, the conversation veers more toward what they wouldn't do, rather than what they might do. "I would be shocked if there was discussion of a firming of the economy," says Andrew Wilkinson, Chief Economic Strategist at Miller Tabak & Co., in the attached video. "You can't rule it [some form of easing] out, but I don't expect it today." That's not to say that he doesn't expect it eventually, or that he thinks further stimulus isn't needed, because he does. In fact, Wilkinson is of the mind that the mini-recovery we enjoyed for much of the past six months appears to have "plateaued" and that the Fed has really been left with two choices. "You can have either 1.5% growth that's going to be the new normal, or we'll see 3% if the Fed keeps up with its policy of quantitative easing." As much as investors have been trying to get a jump on the next round of stimulus by bidding up stocks and bonds on every morsel of bad news (the belief being that weakness only solidifies the case for QE3), Wilkinson has been actively calling for it since mid-January and is targeting that the S&P 500 will jump to 1450 by June. "That's predicated on one of two things: either further quantitative stimulus or the economy gets enough of a head of steam to warrant a 3% pace of growth on its own," he says. In the meantime, he welcomes the Fed's newly implemented transparency efforts and all the individual data points from FOMC members that come with it. But when push comes to shove, he says the words of Chairman Bernanke will dictate the day. "Without a shadow of a doubt [the most important piece] is going to be how Bernanke addresses the crowd at 2:15 (pm/et)," he says, in reference to Bernanke's quarterly press conference. "He's only one voice, but he's the most important voice." --- In [email protected], "aloysiussiwira" <aloysiussiwira@...> wrote: > > Strong US earnings boost markets > Strong US earnings reports boost world markets ahead of Fed policy statement > Associated PressBy Pan Pylas, AP Business Writer | Associated Press 1 hour > 7 minutes ago > > 1 > Email > Print > > Companies: > > Apple Inc. > Apple, Inc. > AT&T, Inc. > > RELATED QUOTES > Symbol Price Change > AAPL 560.28 0.00 > AAPL.MX 7,410.00 -137.75 > T 31.72 0.00 > T.MX 420.00 17.35 > SOBA.DE 23.50 0.28 > Related Content > > <p> A man looks at an electric stock board of a securities firm in Tokyo > Wednesday, April 25, 2012. Asian stock markets rose Wednesday after earnings > from Apple Inc. and other U.S. companies blew past expectations, providing a > distraction from the economic and political turbulence intensifying in Europe > over its debt crisis. Japan's Nikkei 225 rose 1 percent to 9,562.30 as the > yen slipped against the dollar, a movement generally benefiting the country's > exporters. (AP Photo/Itsuo Inouye)View Photo > > A man looks at an electric stock board of a securities firm in Tokyo > Wednesday, April 25, 2012. Asian stock markets rose Wednesday after earnings > from Apple Inc. and other U.S. companies blew past expectations, providing a > distraction from the economic and political turbulence intensifying in Europe > over its debt crisis. Japan's Nikkei 225 rose 1 percent to 9,562.30 as the > yen slipped against the dollar, a movement generally benefiting the country's > exporters. (AP Photo/Itsuo Inouye) > > Fantasy Finance > > LONDON (AP) -- Global stocks rose Wednesday after earnings from Apple Inc. > and other U.S. companies easily beat expectations, providing a distraction > from the economic and political turbulence in Europe over its debt crisis. > > Apple again proved skeptics wrong by reporting blowout iPhone sales. The > world's most valuable company sold 35 million iPhones in January through > March, nearly twice as many as in the same period a year earlier. By beating > expectations on iPhone sales, Apple comfortably beat analysts' earnings and > revenue forecasts. > > "Whilst Apple might not be a bellwether for economic activity generally it is > probably fair to say that it is an important confidence indicator for the > market as a whole, so these figures will help sentiment today," said Gary > Jenkins, managing director at Swordfish Research. > > In Europe, Germany's DAX was up 1.3 percent at 6,676 while the CAC-40 in > France rose 1.7 percent to 3,222. The euro was also buoyed, trading 0.1 > percent higher at $1.3215. > > European earnings statements were less upbeat though Electrolux and LM > Ericsson posted strong gains, Peugeot Citroen reported a sharp drop in sales > in Europe and Credit Suisse profits fell. > > The FTSE 100 index of leading British shares underperformed after figures > showed the U.K. economy unexpectedly shrank 0.2 percent in the first quarter > of the year, putting it back in recession it was up only 0.3 percent at > 5,725. > > Wall Street was poised for gains on the open, with Dow futures up 0.5 percent > at 13,027 and the broader S&P 500 futures up 0.7 percent at 1,380. > > Despite the cheer provided by Apple, as well as companies like AT&T, markets > are likely to remain nervous over developments in Europe's debt crisis. > > Though a Dutch bond auction on Tuesday helped soothe market fears, investors > remain edgy about how the crisis will develop over the coming weeks with > general elections taking place in Greece and France. The Netherlands is also > expected to go to the polls later in the year after its government collapsed > on Monday over a failure to agree on an austerity package. > > Later Wednesday, the focus is likely to shift to the latest policy statement > from the Federal Reserve, which could well prompt traders to revise their > expectations of how long U.S. borrowing costs will remain at their super-low > level. > > "There is risk that the Fed's economic projections will appear more > optimistic than those in January," said Jane Foley, an analyst at Rabobank > International. > > Earlier in Asia, Japan's Nikkei 225 rose 1 percent to close at 9,561.01, but > South Korea's Kospi fell marginally to 1,961.98. > > Hong Kong's Hang Seng fell 0.2 percent to 20,646.29 and the Shanghai > Composite Index rose 0.8 percent to 2,406.81. > > Oil prices tracked equities higher, with benchmark oil for June delivery up > 58 cents at $104.13 a barrel in electronic trading on the New York Mercantile > Exchange. > > ____ > > Pamela Sampson in Bangkok contributed to this story. > > --- In [email protected], "aloysiussiwira" <aloysiussiwira@> wrote: > > > > TA-IHSG 250412 Closed Rebham 4,163 dgn L 4,149 atas S2 4,151 > > Setelah BO OH 4,195 MNH1 4,232 lalu sideways sejak awal april , > > ada 2 possible moving pattern mnrt pattern n indicators hg hari ini > > 1. Besok kamis 260412 mulai biru n Bullish 4-5 hari atau > > 2. kamis-jumat masih concor dgn S1 4,166 S2 4,150 dan > > IHSG mulai biru senin depan 300412 dan akan BULLISH 4-5 hari dan > > BO NH1 4,232 4-5 mei 12 n akan MNH2,3,4 dst > > > > That is my Guess of Reading Charts of IHSG > > > > Dragon Year 2012 is Year of Profit > > Ur Profit is Ur Dream > > good screening-analyzing-picking-action > > EGC > > aLoy > > > > --- In [email protected], linsam12@ wrote: > > > > > > > > > Hopefully.... > > > > > > > > > Powered by Telkomsel BlackBerry® > > > > > > -----Original Message----- > > > From: "aloysiussiwira" <aloysiussiwira@> > > > Sender: [email protected] > > > Date: Sat, 21 Apr 2012 04:11:27 > > > To: <[email protected]> > > > Reply-To: [email protected] > > > Subject: [saham] Re: Prediksi 10 Analis KONTAN - No False Break Out n No > > > Bearish Indicators > > > > > > TA-IHSG akan BO NH1 4,232 rabu / kamis 260412 > > > n rally menuju 4,363-4,400 hg mid mei > > > > > > That is my Guess / Prediction mnrt pattern n indicators > > > > > > Good analyzing > > > aLoy > > > > > > > > > --- In [email protected], "aloysiussiwira" <aloysiussiwira@> wrote: > > > > > > > > DIA / DJIA bs dilihat di sites > > > > > > > > http://stockcharts.com/h-sc/ui?s=dia > > > > http://bigcharts.marketwatch.com/advchart/frames/frames.asp?symb=DJIA&insttype=Index&time=8&freq=1 > > > > > > > > --- In [email protected], "aloysiussiwira" <aloysiussiwira@> wrote: > > > > > > > > > > DJI 2010 n 2011 Bullish so No Worries coz anyhow > > > > > > > > > > Tidak semua stocks naik jika index up n ad jg yg turun / gak naik n > > > > > Tidak semua stocks turun jika index tumbling n ad jg yg out perform > > > > > > > > > > So make Ur Own analyzing n decision > > > > > > > > > > Good analyzing > > > > > > > > > > > > > > > --- In [email protected], "tobeno" <tobeno2@> wrote: > > > > > > > > > > > > > > > > > > Warning: > > > > > > > > > > > > April is the one of the peculiarly dangerous months to speculate in > > > > > > stocks. The others are July, January, September! October, > > > > > > November, May, March, June, December, August, and February. > > > > > > > > > > > > > > > > > > > > > > > > "Nothing great was ever achieved without enthusiasm." > > > > > > > > > > > > -----Original Message----- > > > > > > From: "aloysiussiwira" <aloysiussiwira@> > > > > > > Sender: [email protected] > > > > > > Date: Sat, 14 Apr 2012 06:46:02 > > > > > > To: <[email protected]> > > > > > > Reply-To: [email protected] > > > > > > Subject: [saham] Re: Prediksi 10 Analis KONTAN - No False Break Out > > > > > > n No Bearish Indicators > > > > > > > > > > > > Dragon Year 2012 is Year of Profit > > > > > > > > > > > > TA-IHSG up to jumat 13042012 No Bearish Indicators > > > > > > So No Worries coz Signal Uptrend IHSG still very robust > > > > > > N IHSG will BO Prev NH1 4,232 n MNH 2,3,4,5 dst next week > > > > > > n will rally hg akhir april / awal may > > > > > > > > > > > > good analyzing > > > > > > aLoy > > > > > > > > > > > > --- In [email protected], "aloysiussiwira" <aloysiussiwira@> > > > > > > wrote: > > > > > > > > > > > > > > Dragon Year is Year of Profit > > > > > > > Do good searching-screening-analyzing-picking-action > > > > > > > > > > > > > > Happy Gaining Cuan > > > > > > > aLoy > > > > > > > > > > > > > > --- In [email protected], robbie168@ wrote: > > > > > > > > > > > > > > > > Mantap pak aloy.... Siap2 aja diteleponin KONTAN buat polling > > > > > > > > berikutnya.. =) > > > > > > > > > > > > > > > > Ngomongin prediksi, jd inget prediksi "hujan vs ihsg" nya bang > > > > > > > > ian... > > > > > > > > > > > > > > > > Mungkin yg jd masalah buat pak tobeno ya prediksi nya terlalu > > > > > > > > kebangetan kalo 10 bilang merah tapi hasilnya ijo... Sama aja > > > > > > > > kayak tebak2 buah manggis... > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > Sent from my BlackBerry® smartphone from Sinyal Bagus XL, > > > > > > > > Nyambung Teruuusss...! > > > > > > > > > > > > > > > > -----Original Message----- > > > > > > > > From: "aloysiussiwira" <aloysiussiwira@> > > > > > > > > Sender: [email protected] > > > > > > > > Date: Fri, 06 Apr 2012 11:22:04 > > > > > > > > To: <[email protected]> > > > > > > > > Reply-To: [email protected] > > > > > > > > Subject: [saham] Re: Prediksi 10 Analis KONTAN > > > > > > > > > > > > > > > > IHSG merah hanya 1 hari 04 april 12 bukanlah Corection Bearish > > > > > > > > atau Corection Down Trend tapi Consolidation Corection untuk > > > > > > > > nambah > > > > > > > > strength dan ternyata pada 050412 rebound dengan closing > > > > > > > > rebhammer 4,166 atas S 4,160(ihsg sudah di area aman). > > > > > > > > > > > > > > > > Diakhir bulan januari ihsg bersusah payah mem BO R 4,028 dengan > > > > > > > > bbrp > > > > > > > > kali membuat shooting star dan lalu consolidation dulu dengan > > > > > > > > penannt pattern sebelum mem BO R 4,028 dan lanjut raly lagi di > > > > > > > > bulan maret yang akhirnya slow but sure berhasil mem BO TOH > > > > > > > > 4,195 pada 03 april dengan mantap( harap cermati charts ihsg > > > > > > > > sendiri ). > > > > > > > > > > > > > > > > So Mnrt TA & pattern, my Guess Senin 0902012 ihsg akan ijo > > > > > > > > bullish n lanjut rally untuk Make New High's coz signal up > > > > > > > > trend ihsg msh robust. > > > > > > > > > > > > > > > > Dan jika ihsg tidak bisa Make New Highs (MNH's) maka ihsg akan > > > > > > > > 1. Sideways continuation pattern atau > > > > > > > > 2. Corection Double Top / Bearish atau > > > > > > > > 3. Bisa saja ihsg buat triple top n > > > > > > > > 4. setelah itu baru bisa dibaca ihsg nex direction . > > > > > > > > > > > > > > > > Tapi mnrt my opinion n guess, ihsg palingan akan buat pattern 1 > > > > > > > > jika gak bisa MNH's > > > > > > > > > > > > > > > > good analyzing > > > > > > > > > > > > > > > > aLoy > > > > > > > > > > > > > > > > > > > > > > > > --- In [email protected], "tobeno" <tobeno2@> wrote: > > > > > > > > > > > > > > > > > > > > > > > > > > > Sepuluh analis yang dipilih Harian KONTAN (5/4) memprediksi > > > > > > > > > IHSG pada tanggal 5 April 2012 akan bearish dan tak seorang > > > > > > > > > pun yang mengatakan bullish. > > > > > > > > > > > > > > > > > > Apa lacur? > > > > > > > > > IHSG menghijau dengan +32.3 poin. > > > > > > > > > > > > > > > > > > Memang tak ada prediksi yang 100% benar, tapi keterlaluan > > > > > > > > > kalau prediksi 10 analis salah semua pada hari yang sama. > > > > > > > > > > > > > > > > > > Ada benarnya juga yang dikatakan O'Neil (2011), "... don't > > > > > > > > > let yourself be influenced by recommendations from analyst..." > > > > > > > > > > > > > > > > > > Ada benarnya juga Engkong Budiana, Si anti cut loss, yang > > > > > > > > > sering berkata, "semua juga ga ada yang tau, paling juga > > > > > > > > > nebak-nebak." > > > > > > > > > > > > > > > > > > Ini bukan kejadian pertama. Persis sebulan yang lalu, 5 > > > > > > > > > Maret, 9 analis menyatakan pendapatnya di KONTAN bahwa hari > > > > > > > > > itu IHSG akan bullish, namun ada 1 orang ibu rumah tangga > > > > > > > > > yang mengatakan bearish dan beliau benar. Dialah Ibu Ellen > > > > > > > > > May. > > > > > > > > > > > > > > > > > > Oleh karena ini sudah yang kedua kalinya, maka sebagai > > > > > > > > > pelanggan setia KONTAN, saya berharap pihak KONTAN > > > > > > > > > mengocok-ulang analis yang akan ditampilkan agar pembaca tak > > > > > > > > > pindah ke lain hati. > > > > > > > > > > > > > > > > > > Banyak maaf, jika ada yang tidak berkenan. > > > > > > > > > > > > > > > > > > Salam, > > > > > > > > > > > > > > > > > > He who knows does not speak, he who speaks does not know - > > > > > > > > > Lao Tzu > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > ------------------------------------ Kunjungi situs http://www.info-saham.com untuk informasi seputar saham. SEMUA POSTING DI MILIS INI TANGGUNG JAWAB PENGIRIM EMAIL DAN BUKAN ADMIN MILIS. SEMUA POSTING DI MILIS INI BUKAN UNTUK MENGAJAK MEMBELI ATAU MENJUAL EFEK. 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