CITIGROUP STRATEGIC MOVE : THE END OF CREDIT CRISIS??

Rekan2, Perhatiin hari ini ECB (European Central Bank) mengguyur lagi cash ke market. Sebelumnya FED menyiram cash…..cash nya hilang begitu saja, menguap. Lalu ECB menyiram lagi, menguap lagi. Kemudian Dubai consortium menyiram ke Citigroup, menguap juga (padahal kalau pinter dikit khan, tunggu saja sebentar lagi, harga Citigroup khan makin murah!), hasilnya DJIA turun terus. FED turunkan lagi suku bunga, masih saja DJIA turun terus. Ibaratnya crisis Subprime Mortg seperti BLACK HOLE yang menghisap habis, semua materi yg ada di dekatnya, tanpa seorang pun tahu, berapa sebenarnya daya rusak SP ini. Lalu apakah guyuran ECB hari ini akan berpengaruh positif sampai akhir tahun, sepertinya tidak juga……DJIA mungkin naik sedikit, habis itu akan turun banyak lagi. Hati2 saja. Semoga pengaruhnya ke IHSG sedikit. Cheers,
Multi Quote Quote
Rekan2, Perhatiin hari ini ECB (European Central Bank) mengguyur lagi cash ke market. Sebelumnya FED menyiram cash…..cash nya hilang begitu saja, menguap. Lalu ECB menyiram lagi, menguap lagi. Kemudian Dubai consortium menyiram ke Citigroup, menguap juga (padahal kalau pinter dikit khan, tunggu saja sebentar lagi, harga Citigroup khan makin murah!), hasilnya DJIA turun terus. FED turunkan lagi suku bunga, masih saja DJIA turun terus. Ibaratnya crisis Subprime Mortg seperti BLACK HOLE yang menghisap habis, semua materi yg ada di dekatnya, tanpa seorang pun tahu, berapa sebenarnya daya rusak SP ini. Lalu apakah guyuran ECB hari ini akan berpengaruh positif sampai akhir tahun, sepertinya tidak juga……DJIA mungkin naik sedikit, habis itu akan turun banyak lagi. Hati2 saja. Semoga pengaruhnya ke IHSG sedikit. Cheers, he..he…. ada yang perhatikan juga smile buat saya sih….logikanya sih simple… Subprime Morgate ini gak ada yang tahu seberapa dalam…ada 2 masalah : 1. Memang ada masalah karena ditutup-tutupin 2. Gak ada yang mau beli karena resiko belum terukur Kenapa kalau setiap injeksi responnya negatif…. Simple juga…karena dengan ada injeksi…secara tidak langsung bilang "Another problem founded" Jadi setiap masalah baru pop up…gak salah dong kalau market respon negatif
Multi Quote Quote
Rekan2, Perhatiin hari ini ECB (European Central Bank) mengguyur lagi cash ke market. Sebelumnya FED menyiram cash…..cash nya hilang begitu saja, menguap. Lalu ECB menyiram lagi, menguap lagi. Kemudian Dubai consortium menyiram ke Citigroup, menguap juga (padahal kalau pinter dikit khan, tunggu saja sebentar lagi, harga Citigroup khan makin murah!), hasilnya DJIA turun terus. FED turunkan lagi suku bunga, masih saja DJIA turun terus. Ibaratnya crisis Subprime Mortg seperti BLACK HOLE yang menghisap habis, semua materi yg ada di dekatnya, tanpa seorang pun tahu, berapa sebenarnya daya rusak SP ini. Lalu apakah guyuran ECB hari ini akan berpengaruh positif sampai akhir tahun, sepertinya tidak juga……DJIA mungkin naik sedikit, habis itu akan turun banyak lagi. Hati2 saja. Semoga pengaruhnya ke IHSG sedikit. Cheers, Belom tentu menguap juga, sebelum Fed menurunkan suku bungan 1 basis poin, orang pada yakin kalau The Fed akan menurunkan 2 basis poin, kemudian dengan berani dan seenaknya, dia hanya turunkan 1 basis poin saja. Jangan-jangan hanya permainan antar mereka untuk menekan harga, kemudian mengambil keuntungan dari situasi itu. Gue lebih ngeliat kemungkinan negara-2 Teluk penghasil minyak akan mengubah mata uang penjualan minyak mereka dari dollar AS ke Euro, walaupun tanpa kesepakatan dari OPEC. Lebih mengerikan buat perekonomian AS yang bisa kehilangan nilai dollarnya dari pengalihan mata uang tersebut.
Multi Quote Quote
Gitu aja kok repoot……Intinya pasar saham Terutama IHSG pada tahun 2008 akan lebih dahsyat dari tahun 2007…Semua itu kan hanya permainan pasar yang dilakoni oleh Amerika dan sekutunya….Selektif sajalah BUY and HOLD saham tsb,kalau 200% sih di depan mata Tahun depan..Ingat Yahudi adalah bangsa paling Brilian di dunia dan mereka dibalik layar Amerika..Sudut pandangnya jangan terlalu mendetail thdp langkah Ekonomi Amerika,kalau sudut pandang anda terlalu detail maka anda akan terkena skenario Yahudi…….Gitu aja kok repot
Multi Quote Quote
REGIONAL IJO REGIONAL IJO !
Multi Quote Quote
http://www.sifma.org/news/59454746.shtml\r\nEconomic Outlook 2008: Growth Slows in First Half, Picks up in Second\r\n\r\nWashington, D.C., December 10, 2007 – The Securities Industry and Financial Markets Association’s (SIFMA) Economic Advisory Roundtable today unveiled its predictions for 2008, forecasting that the pace of U.S. economic growth would slow in the first half of the year, but accelerate in the second half. In the year-end survey, the median forecast anticipates GDP to grow but at a below-trend pace of 2.1 percent in 2008 as the economy works through the housing sector contraction and the effect of credit market turbulence. \r\n\r\nThe Roundtable also expects the Federal Open Market Committee to reduce the target Fed funds rate by 25 basis points to 4.25 percent at the upcoming December 11 meeting. The consensus view among the Roundtable members was that the accompanying FOMC statement will emphasize risks to economic growth. \r\n\r\n“Major factors dampening growth are the housing sector deterioration and tight financing conditions. On the other hand, factors promoting growth are the Fed’s accommodative monetary policy response to the credit market environment and the combined effect of a lower dollar and global economic expansion,” said Michael Decker, SIFMA senior managing director for economic policy. “Consumer spending growth is expected to slow in the face of housing and reduced credit availability headwinds.” \r\n\r\nLike consumer spending, growth in business capital spending is expected to be slightly lower than the 2007 level. Business spending will continue to benefit from generally solid corporate balance sheets and cash balances accumulated during the recent period of strong corporate profits, but growth will be well below the rates seen in recent years. \r\n\r\nWhile the housing spillover to the broader economy has been limited thus far, the housing sector decline is expected to run through most of 2008 or beyond. Housing prices will be the transmission mechanism to work off the excess housing inventory on the market and bring supply and demand into closer balance. Although assigning specific dates to the beginning of the housing recovery is difficult, most respondents do not expect housing prices to “hit bottom” and begin to recover nationally until 2009.\r\n\r\nFinally, the reduced tax rates on dividends and capital gains enacted in 2003 are scheduled to “sunset” in 2010. Although not unanimous, the consensus view is that the result would be lower asset values and economic growth. SIFMA, separate from the Roundtable, has advocated extending the current rates on capital gains and dividends beyond 2010.\r\n\r\nFollow the link below to view the full report:\r\n\r\nhttp://www.sifma.org/research/pdf/economic-outlook1207.pdf
Multi Quote Quote
U.S. Economy: Existing-Home Sales Unexpectedly Rise in November By Shobhana Chandra and Bob Willis Dec. 31 (Bloomberg) – Sales of existing homes in the U.S. unexpectedly rose in November, fueled by slumping house prices that signal no respite from the three-year housing recession. ``It''s a pause in the downward trend in home sales, but I wouldn''t rush to any conclusions and say the housing market is starting to stabilize,'''' said Michael Moran, chief economist at Daiwa Securities America Inc. in New York. ``Housing will still be a negative for the economy for a while.'''' Purchases rose 0.4 percent to an annual rate of 5 million, the National Association of Realtors said in Washington today. Transactions were down 20 percent from November 2006 and the median home price fell 3.3 percent. The sales improvement may be short-lived as stricter lending rules threaten to further depress the industry. The steepest housing downturn in 16 years likely means economic growth next quarter will be less than 2 percent and the Federal Reserve will respond by cutting interest rates again, economists predict. The dollar extended its gain against the euro after the report, while stocks remained lower. The Standard & Poor''s Supercomposite Homebuilding Index, which includes KB Home, Pulte Homes Inc. and D.R. Horton Inc., declined 0.9 percent to 304.45 at 11:12 a.m. in New York. Home resales were projected to stay at 4.97 million, unchanged from the prior month''s initially reported figure, according to the median forecast of 58 economists surveyed by Bloomberg News. October''s revised sales pace of 4.98 million was the lowest since records began in 1999. ``The trend is toward weaker sales in the next quarter,'''' said Julia Coronado, senior economist at Barclays Capital Inc. in New York, who correctly anticipated the sales gain. Prices Retreat The median value dropped to $210,200 compared with $217,400 in November 2006. Home sales were down 31 percent from their July 2005 peak. The number of homes for sale at the end of the month fell 3.6 percent to 4.27 million. At the current sales pace, that represented 10.3 months'' supply, compared with 10.7 months in October. ``Inventory is still high and further reduction in prices may be required in some areas to induce buyers back into the market,'''' Lawrence Yun, the real-estate agents group''s chief economist said in a statement. The inventory of single-family homes represented 9.9 months'' supply, down from 10.4 the prior month. Still-high inventories, combined with the drop in sales of new homes, gives builders little reason to break ground on new projects. Well Below Peak Sales of new homes, which make up about 15 percent of the market, fell 9 percent in November to a 12-year low, the government said Dec. 28. Purchases were down 53 percent from their July 2005 peak. Existing homes make up the remainder of the market. New-home sales are considered a leading indicator of the market because they are tabulated when a contract is signed. Sales of existing homes reflect contract closings which typically occur a month or two later. Declines in home construction have detracted from growth for the last seven quarters and are likely to keep weighing on the expansion, according to Ethan Harris, chief U.S. economist at Lehman Brothers Holdings Inc. in New York. ``The housing pain looks likely to continue through 2009,'''' Harris wrote in a Dec. 20 note to clients. He predicted ``sales and starts to fall through the middle of 2008, gradually rising in 2009.'''' Single-Family Dwellings Resales of single-family homes rose 0.7 percent to an annual rate of 4.4 million. Sales of condos and co-ops fell 1.6 percent to a 600,000 rate, the lowest since November 2001. The increase in purchases was led by a 10 percent rebound in the West. Sales declined 3.3 percent in the Northeast and 2 percent in the South. Sales were little changed in the Midwest. Home prices in 20 metropolitan areas fell 6.1 percent in October from a year earlier, the biggest decline in at least six years, according to the S&P/Case-Shiller home price index issued last week. Falling prices leave owners feeling poorer and less likely to borrow against home equity to finance purchases. Consumer spending, which accounts for more than two-thirds of the economy, may grow at a 1.5 percent pace in the fourth quarter, almost half the rate of the previous three months, economists surveyed by Bloomberg forecast. Defaults on privately insured mortgages rose 35 percent in November to a record, an industry report today showed, adding to evidence the U.S. housing slump is deepening. Late Payments The number of insured borrowers falling more than 60 days late on payments jumped to 61,033 last month from 45,325 in November 2006, according to data from members of the Washington- based Mortgage Insurance Companies of America. The missed payments, often a prelude to foreclosure, represented a 2.9 percent increase from October. The odds of a recession in the next 12 months rose to 39 percent in December from 33.6 percent the prior month, according to the median forecast of economists surveyed by Blue Chip Economic Indicators. Sellers are cutting prices and builders are scaling back projects to trim a glut of inventories of unsold homes. ``Once we are through absorbing the excess inventory, the supply that''s in the marketplace, we will go back to doing good business,'''' Robert Toll, chief executive officer of Toll Brothers Inc., the largest luxury-home builder, said on a conference call earlier this month. ``This downturn may be our toughest yet,'''' said Toll. To contact the reporter on this story: Shobhana Chandra in Washington at schandra1@bloomberg.net Bob Willis in Washington at bwillis@bloomberg.net
Multi Quote Quote
Bro REKANS KSC, saya punya Dugaan JANGAN JANGAN INVESTOR ARAB yg punya banyak saham CITI GROUP itu sedang dikerjain sama YAHUDI di AMERIKA… makanya dibuatlah Skenario Konspirasi banyak kasus Misal : SUB PRIME MORTGAGE…. untuk nge RAMPOK uang Orang ARAB itu… MEMANG YAHUDI = BASTARD…. Jadi nggak cuma investor retail di INdo yg mereka kerjain, tapi juga Investor besar dari Timur tengah ?? Ada PEndapat dari REKANS KSC ?? Apa mungkin ini semua skenario BUSUK YAHUDI AMERIKA ??
Multi Quote Quote
wah….konspirasi tingkat tinggi bukan level ane…pusing kalo liat kosnpirasi…
Multi Quote Quote
Bro REKANS KSC, saya punya Dugaan JANGAN JANGAN INVESTOR ARAB yg punya banyak saham CITI GROUP itu sedang dikerjain sama YAHUDI di AMERIKA… makanya dibuatlah Skenario Konspirasi banyak kasus Misal : SUB PRIME MORTGAGE…. untuk nge RAMPOK uang Orang ARAB itu… MEMANG YAHUDI = BASTARD…. Jadi nggak cuma investor retail di INdo yg mereka kerjain, tapi juga Investor besar dari Timur tengah ?? Ada PEndapat dari REKANS KSC ?? Apa mungkin ini semua skenario BUSUK YAHUDI AMERIKA ?? Ahh itu dugaan mrjon aja. Memangnya si Arab sembarangan invest ? Jaman gini Kuda Arab aja sdh ngerti apa arti invest . peace
Multi Quote Quote
Sign up or Sign in to create a reply.

Recent Updates


Loading...