No double-dip for global economy !!!!

[pavilion]

เวลาเปลี่ยน สถานการณ์เปลี่ยน ความคิดคนเราก็เปลี่ยนไป ตอนนี้ผมมองว่าเศรษฐกิจยุโรปและอเมริกายังมีปัญหาอยู่และรอวันปะทุขึ้นมาแต่จะช้าหรือเร็วเท่าไหร่อันนี้กะยากครับ ไม่แน่อาจจะเกิดภาวะถดถอยรอบสองก็เป็นได้ครับ

[kabu]

เวลาเปลี่ยน สถานการณ์เปลี่ยน ความคิดคนเราก็เปลี่ยนไป ตอนนี้ผมมองว่าเศรษฐกิจยุโรปและอเมริกายังมีปัญหาอยู่และรอวันปะทุขึ้นมาแต่จะช้าหรือเร็วเท่าไหร่อันนี้กะยากครับ ไม่แน่อาจจะเกิดภาวะถดถอยรอบสองก็เป็นได้ครับ

เห็นด้วยครับ เพิ่มประเทศญี่ปุ่นไปด้วยอีกประเทศครับ
หาทางออกอะไรยังไม่ค่อยได้เลย

[Croyoty]

ถ้าเกิด second dip ก็เสร็จเราสิ ขายล้างพอร์ท รับใหม่ที่ก้นเหวอีกที พร้อมกระสุนใหม่อีกเพียบ ได้เฮกันยาวในอนาคตยาวๆเลย

[casper_m]

ตอนนี้ผมเชื่อว่าปีหน้าไม่มีแล้วครับ

แต่อีกสองสามปี pay the price ครับ

Dow น่าจะผ่าน high ที่ 11000 ได้

[casper_m]

ข่าวเพิ่งลง เอามาฝาก ขวัญใจใครหลายๆคนในนี้

Buffett Rules Out Double-Dip Recession Amid Growth

Warren Buffett ruled out a second recession in the U.S. and said businesses owned by his Berkshire Hathaway Inc. are growing.

“I am a huge bull on this country,” Buffett, Berkshire’s chief executive officer, said today in remarks to the Montana Economic Development Summit. “We will not have a double-dip recession at all. I see our businesses coming back almost across the board.”

Berkshire bought railroad Burlington Northern Santa Fe Corp. for $27 billion in February in a deal that Buffett, 80, called a bet on the U.S. economy. The billionaire’s outlook contrasts with the views of economists such as New York University Professor Nouriel Roubini and Harvard University Professor Martin Feldstein, who have said the odds of another recession may be one in three or higher.

“I’ve seen sentiment turn sour in the last three months or so, generally in the media,” Buffett said. “I don’t see that in our businesses. I see we’re employing more people than a month ago, two months ago.”

The world’s largest economy grew at a 1.6 percent annual pace in the second quarter, exceeding the median forecast of economists surveyed by Bloomberg News, revised figures from the Commerce Department showed on Aug. 27. U.S. economic growth will slow to 2.5 percent next year from a projected 2.7 percent this year as unemployment above 9 percent tempers consumer spending, according to the median forecast of economists surveyed by Bloomberg News this month.

‘Signs of Life’

Buffett built Omaha, Nebraska-based Berkshire into a $200 billion provider of insurance, energy and luxury goods and services over four decades. The company cut about 20,000 jobs last year as demand for its products declined.

The economy is still recovering and isn’t likely to slip back into recession as “signs of life” appear in the U.S., Bank of America Corp. CEO Brian Moynihan said today at an investor conference.

Buffett, who spoke via video connection to an assembly in Butte, Montana, said U.S. banks were ready to boost lending and encouraged entrepreneurs to seek financing for their business ideas. Berkshire is the biggest shareholder of Wells Fargo & Co., the top U.S. home lender.

‘Night and Day’

“It’s night and day from a year, year and a half ago,” Buffett said. “I know Wells Fargo, they would love to have $50 billion more of loans now. Go in and talk to the banker.”

Buffett amassed the world’s third-biggest personal fortune through decades of stock picks and takeovers. Berkshire’s stake in San Francisco-based Wells Fargo was valued at about $8.2 billion at the end of June. Buffett’s firm also owns $5 billion of preferred stock in Goldman Sachs Group Inc. and more than $1.5 billion of shares in U.S. Bancorp, according to data compiled by Bloomberg.

Berkshire gained $395, or 0.3 percent, to $124,372 at 12:48 p.m. in New York Stock Exchange composite trading. The stock has climbed about 25 percent this year, compared with a decline of 2.5 percent for Wells Fargo and a 9 percent drop for Goldman Sachs.

To contact the reporter on this story: Andrew Frye in New York at [email protected]; Kelly Bit in New York at [email protected].

[แงซาย]

Economic News from China & Europe Better Than Expected
September 13th, 2010

   Europe’s economy may grow almost twice as fast as previously forecast this year with a more “moderate” expansion in the second half, the European Commission said (Full Bloomberg Story).

   European stocks climbed to a four- month high as regulators announced new capital rules for banks, while economic reports from China and Europe boosted confidence in the recovery. Asian shares and U.S. futures rose (Full Bloomberg Story).

   Industrial production in China rose 13.9 percent in August from a year before, the most in three months, and retail sales and lending figures topped economists’ estimates, statistics bureau and central bank data released Sept. 11 in Beijing showed. Imports also accelerated, in another sign Chinese growth is picking up after a second-quarter moderation (Full Bloomberg Story).

[แงซาย]

The Next Great Bull Market Begins on This Date...
By Dr. Steve Sjuggerud
Friday, September 24, 2010

http://www.dailywealth.com/

[แงซาย]

Amazing Invisible Charts !!!

http://www.financialsense.com/contribut ... ble-charts

[แงซาย]

October Retail Sales - Another Bullish Economic Report !!!

http://www.financialsense.com/contribut ... mic-report

[แงซาย]

Factory Production in U.S. Climbed by the Most in Three Months in October !!!!

http://www.bloomberg.com/news/2010-11-1 ... tober.html

[แงซาย]

Correction Not Crash !!!

by Erin Swenlin Heim on Wed, 17 Nov 2010

http://www.financialsense.com/contribut ... -not-crash

[แงซาย]

[แงซาย]

Dec. 1, 2010, 6:46 a.m. EST

U.K. manufacturing surges in November !!!
German retail sales rise 2.3% in October !!!

http://www.marketwatch.com/story/uk-man ... beforebell

[แงซาย]

China’s November PMI strengthens further !!!

http://www.marketwatch.com/story/chinas ... beforebell

[แงซาย]

India's manufacturing activity strengthened further in November

http://www.marketwatch.com/story/indias ... beforebell

[แงซาย]

The index's annualized growth rate rose to 3.7 percent from 3.4 percent, originally reported as 3.3 percent, a week earlier. That was the highest since May 21, when it stood at 4.9 percent.

"With WLI growth rising for ten straight weeks to a 33-week high, U.S. economic growth will soon begin to revive," said Lakshman Achuthan, managing director of ECRI.

[แงซาย]

Flee From Treasuries Good Sign for Stocks !!!
Some interesting data from Bloomberg


Wall Street banks are cutting their holdings of Treasuries at the fastest pace since 2004 as the world’s biggest bond firms bet that the economy will strengthen and demand for higher-yielding assets will increase. The 18 primary dealers that trade with the Federal Reserve reported that holdings of U.S. government debt tumbled to a net $2.34 billion on Dec. 29 from $81.3 billion on Nov. 24, the most since June 2009, according to the most recent central bank data.

[thaloengsak]

ในมุมมองของผมเป็นนี่สัญญาณของเศรษฐกิจขาขึ้นรอบใหญ่