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Euro crisis getting smaller
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- Category: Opinion
- Published on Saturday, 26 November 2011 16:35
- Written by Jack
- Hits: 56
It seems that there is only words for people that write about the euro crisis is getting worse. But if you look at things objectively there are things indeed improving.
I am not talking about the politicians that have been fighting to get there thing said. Which is the main reason for investors to worry nowadays, in my opinion. What I am talking about is what is actually happening in the countries that play an important role. Which are Italy, Spain and Belgium at the moment.
And what I see, is things that are actually good:
- Italy has kicked out Berlusconi and has a much more stable and trustworthy leader. I am sure that this new government will take actions to make sure Italy can pay back all there loans.
- Spain has made many adjustments already, and on top has a new government that is in full control, so they can take new measures to handle economic and budget problems effectively.
- And this weekend, Belgium finally got there budget agreement for 2012 and a new government is about to be installed. I expect the rate for lending to go down here too.
If you really look at the fundamentals, and take away all the political noise, things are indeed improving and hopeful for the next 2 years in Europe.
Chinese export and import grows
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- Category: Opinion
- Published on Saturday, 10 September 2011 10:29
- Written by Jack
- Hits: 114
China's imports and exports have grown strong (respectively 30% and 24%). Among the import products are crude oil, copper and iron ore.
The strong growth in August suggests that fears of a dip are ungrounded. And that the overall economic growth is still in place. And fears of a hard landing of the Chinese economy should turn into relieve. China could help get the world economy back on track.
Time to increase the debt rating of Italy
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- Category: Opinion
- Published on Monday, 18 July 2011 12:23
- Written by Jack
- Hits: 213
After last weeks passing of deficit reduction measures in Italian parliament, it is time to increase the rating of Italy.
Italie will have growth problems, true, but that does not mean that they can not pay back there loans. The deficit will be reduced to 0%, which is actually one of the best, or the best in Europe. The original reason for rating agencies to reduce the rating of Italy thereby is gone!
Stress tests; how bad do you want to make it?
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- Category: Opinion
- Published on Monday, 18 July 2011 01:04
- Written by Jack
- Hits: 124
There are some doubts about if the stress tests are done correctly enough. If they include enough of the risks that can occur.
The way I look at it is, that you can always find something to make is more bad. If you would like to really have a solid banking industry, well then you should just put the leverage to 1. Of course this is complete nonsense to do. But from what I read from some analists, they keep commung up with worse senerios as have been used in the test.