Der USA Bären-Thread

das es noch grossartig steigt.

CS-Manager verkaufen Aktien für 27 Millionen Franken.

Top-Kader der Grossbank Credit Suisse haben für 27 Millionen Franken Aktien verkauft. Dies geschah nach der Veröffentlichung der Dritt-Quartalszahlen. Seither bröckelt der CS-Kurs.

www.cash.ch/news/front/...uer_27_millionen_franken_-838099-449

haben mich bereits gestern Morgen zu einer ersten Shortposi auf den TECDAX verleitet. Bei Bruch der blauen Unterstützung EOD wird verstärkt.

es jetzt auch keinen Druck mehr aus den USA geben, sonst ist die Kreuzunterstützung um die 5550 futsch.

WASHINGTON (MarketWatch) - Orders for U.S.-made durable goods rose in September, rising 1.0% on stronger demand for machinery, defense and capital goods, the Commerce Department reported Wednesday. Excluding the 1.1% increase in transportation goods, orders rose 0.9%. The increase was in line with the forecast of economists surveyed by MarketWatch. It was the fourth increase in total orders in the past six months. Shipments rose 0.8% in September, but were down 0.8% excluding transportation goods. Inventories fell 1.0%, the ninth consecutive monthly decline.

Hypo-Anträge fallen. Erstkäufer-NINJAs sind wohl bereits alle versorgt  ;o)
____________________
NEW YORK (MarketWatch) -- Mortgage applications dropped in the latest week as declining refinancing activity again weighed on the Mortgage Bankers Association index, according to data released Wednesday.

The MBA's seasonally adjusted composite applications index fell 12.3% for the week ended Oct. 23. On an unadjusted basis, it dropped 2.8% from the previous week, which included the Columbus Day holiday.

Applications for mortgage refinancing fell 16.2%, while purchase applications dropped 5.2% compared with a week earlier.

The four-week moving average for the seasonally adjusted composite index is down 3.1%. The four-week moving average is down 1.4% for the seasonally adjusted purchase index and 4.1% for the refinance index.

The refinance share of mortgage activity decreased to 62.3% of total applications from 65% the previous week. The adjustable-rate mortgage share of activity increased to 6.9% from 6.4% of total applications from the previous week.

The average contract interest rate for 30-year fixed-rate mortgages included in the survey decreased to 5.04% from 5.07%, with points increasing to 1.25 from 1.13 (including the origination fee) for 80% loan-to-value ratio loans.

Das Spiel ist sicher noch nicht entschieden, doch es gibt starke Indizien, dass es in die kritische Phase läuft, u.a. diesen Indikator-Index:

GlaxoSmithKline quarterly profit jumps, sales up

(auch dank erfolgreicher Lobbyarbeit in der Friedrichstraße)

LONDON (MarketWatch) -- Europe's biggest drugmaker GlaxoSmithKline  said Wednesday that its third-quarter attributable profit rose to 1.34 billion pounds ($2.19 billion), from 1.0 billion pounds last year. Sales increased to 6.76 billion pounds, from 5.88 billion pounds a year ago. Analysts had been expecting profit of 1.19 billion pounds on sales of 6.76 billion pounds, according to data compiled by Dow Jones Newswires. At constant exchange rates, sales rose 3%, with pharmaceutical sales up 2% and consumer healthcare sales up 8%. "Our third quarter performance reinforces our expectations of an improved performance in the second half of 2009. In the fourth quarter, I expect further improvement including significant sales generated from our influenza products," said CEO Andrew Witty.

u.a. für Deutschland her.

zahlt der deutsche steuerzahler den impfstoff und subventioniert somit glaxo.irgendwann wird der komplett in gorleben endgelagert wenn er nicht in der zwischenzeit abgelaufen ist.vielleicht sollte man als bildzeitung nicht zuviel panik machen,irgendwann stumpfen selbst ihre leser ab.

von zuvor 1,25 % und reiht sich damit ein in die Linie Australiens und Israels. Die weltweite T(r)endenz zur Zinserhöhung dämpft die globale Hyperliquidität.

www.marketwatch.com/story/...ope-bank-to-hike-rates-2009-10-28

Es ist schon frech was sich manch' so ein staatlich gestützes Unternehmen/Finanzdienstleister erlaubt. Ob das die Boni-Exzesse, Marktmanipulation etc. sind - oder neuerdings der Vorstoß der GMAC, in dem der besicherte Teil des Kreditportfolios verkauft werden, dem Deal-Making geht die Zaubertrickkiste nicht aus. Es würde mich nicht wundern, wenn GMAC nach dem Verkauf einen neuen Antrag auf Staatshilfe stellen würde. 

Anbei der Kurzartikel von marketwatch.com

GMAC selling FDIC-guaranteed debt

NEW YORK (MarketWatch) -- GMAC is selling $2.9 billion in government-guaranteed debt, expected to price Wednesday, according to Informa Global Markets. The sale comes as the troubled lender, once the financing arm of General Motors, is reportedly looking for another government bailout. The 3-year securities will be backed by the Federal Deposit Insurance Corp.'s Temporary Liquidity Guarantee Program initiated about a year ago to help financial institutions access the credit markets by effectively lending them the government's AAA rating in exchange for a fee. The program has allowed banks to borrow billions at much cheaper rates than they would have paid amid the credit crisis. The program is slated to end on Oct. 31, though a six-month emergency guarantee may be applied for after that.

Goldman Sachs Reduces Third-Quarter GDP Forecast to 2.7% from 3.0%

Wahrscheinlich hat man die Aktienbestände unters Volk gebracht und sich mit Shorts vollgesogen.

 

Permanent

The government is expected to report Thursday that the economy expanded at a 3.5% annual rate in the July-September quarter [dann würde, falls GS mit der Wisper-Number von 2,7 % richtig liegt (# 51512)t, eine Enttäuschungsreaktion einsetzen - A.L.] , the strongest quarterly growth in two years. Durable-goods orders increased at a 12.3% annual rate in the third quarter. Read full report.

Despite the recent increases, however, the level of new orders for big-ticket items during September was down 20.4% from the same month a year ago.

Shipments of durable goods rose 0.8% in September.

Inventories of durable goods fell 1% for the ninth consecutive month.

Details

Most sectors reported better bookings in September compared with August. Of note, orders jumped 7.9% for machinery, rose 3.7% for capital goods, and increased 10% for defense capital goods.

Orders for defense aircraft rose 12.5% in September. This offset a 2.1% drop in civilian aircraft. Earlier this month, Boeing Co /quotes/comstock/13*!ba/quotes/nls/ba (BA 47.58, -0.17, -0.36%) reported that it got orders for 20 planes in September compared to 32 planes in August.

Declining orders were seen in computers, communications equipment, electrical equipment and motor vehicles.    

The monthly durables report is highly volatile, in large part because of swings in demand for civilian aircraft and other extremely expensive items.

Excluding a 1.1% rise for transportation equipment, durable orders rose 0.9% in September. Excluding defense, orders rose 0.5%.

Shipments of core capital goods -- a figure that feeds directly into calculations of gross domestic product - fell 0.2% in September.

Orders for electronics, excluding semiconductors, fell 0.2% in September.

Orders for fabricated metals were unchanged. Orders for primary metals rose 0.3%.

Orders for electrical equipment fell 0.9%.

Orders for defense capital goods rose 10%.

http://www.marketwatch.com/story/durable-goods-have-healthy-rise-in-sept-2009-10-28
 

 

As the economy teeters on the verge of recovery, Goldman Sachs on Wednesday lowered its GDP forecast from 2.7 percent to 3.0 percent.

 

Though the economy has shown signs of improvement lately, including Wednesday's news that durable goods orders rose in line with forecasts, many experts say that a full recovery is still a long way off.

"Earnings season was very good, but you look at unemployment, you look at, the consumer confidence is still down, there's still a lot of things hanging over the market," Peter Costa, president of Empire Executions told CNBC, when asked about his view on the Goldman forecast change. "This is going to be a very long recovery."

A Reuters poll of economists forecast that GDP will 3.3 percent, which would be its first growth since the the second quarter of 2008. The economy shrank 0.7 percent in the second quarter of 2009.

 

Positive growth in gross domestic product would signal an end to a recession, which is defined by two straight quarters of decline.

The government will release its third-quarter GDP figure at 8:30 a.m. Thursday.

402.000 Verkäufe statt der erwarteten 438.000.

Erster Rückgang seit 6 Monaten - dafür aber gleich kräftig um 3,6 %. Grund dürfte die ausgelaufene Hauskaufzulage sein.

---

Oct. 28, 2009, 10:00 a.m. EDT
Sept. new home sales drop first time in 6 months

By Greg Robb

WASHINGTON (MarketWatch) - U.S. new home sales unexpectedly fell 3.6% in September, the Commerce Department estimated Wednesday. The decline in new-home sales to a seasonally adjusted annual rate of 402,000 was well below the 438,000 pace expected by economists surveyed by MarketWatch. New-home sales in August were revised to a 417,000 level compared with the previous estimate of 429,000. This is the first decline in new home sales after five consecutive monthly gains. New-home sales are down 7.8% compared with a year ago. The supply of homes on the market fell to 251,000 in September, which is the lowest level since November 1982. Median sales prices have fallen 9.1% in the past year to $204,800.

kontrolieren.

US-Präsident Barack Obama zieht drastische Konsequenzen aus der Finanzkrise und will Wall-Street-Banken unter strikte staatliche Kontrolle zwingen. Hierzu will er einem Gesetzesentwurf zufolge einen mächtigen neuen Ausschuss aus der Taufe heben.

www.bluewin.ch/de/index.php/24,191349/.../news/wirtschaft/sda/

neue Häuser kaufen ist mir schon lange ein Rätsel. Genug Hütten stehen leer, eine Geldanlage sind Immobilien auch nicht, eher eine Geldverbrennungsmaschine.

Würde Obama die FED stärker kontrollieren, würden die Zocker nichts mehr verdienen können. Es lebe die FED!!!!!!!

Das noch grössere Rätsel ist mir warum die Amis überhaupt noch Häuser bauen.

Im Sommer hat mal einer Analysiert das die das Häuserneubauen ein ganzes Jahr aussetzen müssten um die Situation nur einigermassen zu normalisieren.

Erst gestern im Fernsehen: Ganze Strassenzüge mit riesen Häusern und kein Mensch weit und breit. Die Situation scheint mir eher schlimmer als erwartet.

eidgenosse dann musst du dir mal "Let´s make money" anschauen. da wird in der mitte des films die immobilienblase in spanien gezeigt. dort stehen teilweise ganze kleinstädte mit ca. 20.000 häusern  und alle komplett leer. da fährt dann nur eine security firma rum um nach den rechten zu sehen. und drum herum golfplätze, mitten in der wüste praktisch.

ist übrigens auch von ein schweizer gedreht :-)

globaleconomicanalysis.blogspot.com/2009/...p-could-be-in.html

Ja, wo kommen wir denn da hin? Im Anhang seit langer Zeit wieder ein Blick auf den Chart des Russell 2000. Der signalisiert nichts Gutes - riecht nach Doppeltop.

"Anti Lemming: Korrektur: Zahl der VERKÄUFE fiel "

Sehr gute Analyse: Fiel kommt von fallen und nicht von viel verkaufen.

Permanent