Forum Home | Log in | Signup | My Page | Rules | FAQ | Boards | Members | Search
« ALEA Home | Email msg. | Reply to msg. | Post new | Board info. Previous | Home | Next

Re: European bonds

By: Cactus Flower in ALEA | Recommend this post (0)
Fri, 07 Sep 12 3:27 AM | 74 view(s)
Boardmark this board | The Trust Matrix 		Msg. 09821 of 54959
(This msg. is a reply to 09820 by DigSpace)
Jump:
Jump to board:
Jump to msg. #

Hi dig,

Sure would be nice to see things gather pace.

To some extent I think the Republican argument that confidence is an issue is true. But I think the US is almost irrelevant in this regard. The primary issue has been the possible calamitous failure of the Euro area. So removing that obstacle to recovery helps.

At the same time, I think governments are wasting huge amounts of spare labour capacity, which might be used to build infrastructure.

That's my top down approach.

But of course, the bottom up viewpoint is also helpful. Hope you are right.

» You can also:
- - - - -
The above is a reply to the following message:
Re: European bonds
By: DigSpace in ALEA
Fri, 07 Sep 12 3:10 AM 		Msg. 09820 of 54959

There is the jobs report in the morning ... the ADP report (the payroll processing thingy, not really a report) was far more bullish than expected. I don't not the relative rates/reporting periods and so on, but as memory serves while when asked about the economy, jobs, and 'better off' people are pretty grumpy, other indicator's are more in line with the fear factor receding.

My understanding from people who provide day care services and who provide child enrichment services (say piano lessons e.g.) are that both only very recently becoming rather swamped. These are not things unemployed parents avail themselves of. That's my Peter Lynch notion for current economic direction.

Who know's.


« ALEA Home | Email msg. | Reply to msg. | Post new | Board info. Previous | Home | Next