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PS: HVB vede un fair value per il Gas a 11 $ a 3 mesi. Direi che il target è interessante ma che, con le condizioni di mercato attuale, è difficile per tutti fare previsioni. Ma se il WTI continua a salire....
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Ci risulta invece che MSDW abbia ricominciato ad acquistare bond. Mi sembra una buona idea. IL $ è a dei livelli abbastanza interessanti, ma di certo la cosa più interessante è il prezzo delle obbligazioni! NOn vedo male l'ipotesi di allungare la duratione del componente bond $.
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La crescita economica non molla. Anche negli USA, area che si temeva più a rischio rispetto ad altre, l'economia tira che è una meraviglia. L'ho già detto in passato e lo ribadisco. Finchè la barca va... Alla prossima
postato da Dream Theater @ 3:07 PM
26 Commenti
26 Commenti:
Il Gas Naturale ha avuto un rally molto forte nell’ultima settimana nonostante
l’aumento delle scorte e il calo della domanda dovuta al cambiamento di stagione.
Le scorte erano pari 49,8 miliardi di metri cubi, un aumento di 1,33 miliardi di
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Dal dicembre 2006 fino a marzo 2007 tutte le scadenze erano in salita, con
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produttiva sia per il gas naturale (-13%) che per il petrolio (-22%) nel Golfo del
Messico rimane molto al di sotto del livello pre-Katrina dell’anno scorso. (preso da un report di ABN AMRO)
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