Tidak boleh pesimis memang, but we need to face the thruth here: - Dow sekarang cuma ikut old adage, "buy the rumour" rally (home sales result) dan "sell the news" correction (jika nanti hasil retail jelek) nanti - US GDP bisa survive karena government stimulus, tax cut, benefit payout dll. Tanpa stereoids dan intervensi pemerintah tsb, GDP mereka kontraksi mendekati 8% annually!, bukan 1% seperti published - China yang "katanya" GDPnya +10% saja, masih bisa koreksi -20% (walaupun issuenya more on TMP)
-----Original Message----- From: "tsetiawa...@yahoo.com" <tsetiawa...@yahoo.com> Date: Fri, 21 Aug 2009 21:37:37 To: <obrolan-bandar@yahoogroups.com> Subject: RE: Re: [ob] DOW UPDATE Let's make it simple...semua negara pasti akan berusha memperbaiki keadaan ekonominya...begitu juga USA dan Indonesia...yg pastinya akan berpengaruh ke psr saham.... ---Toto Setiawan --- - original message - Subject: RE: Re: [ob] DOW UPDATE From: "YUTA" <yuta.tizi...@gmail.com> Date: 22/08/2009 11:32 AM Ada yg bisa kasih clue bagaimana prediksi data2 ekonomi US buat minggu depan? Yg akan direlease (yg penting): - US consumer confidence (Tue) - Durable goods order (Wed) - Consumer confidence (Fri) Jika data2 diatas hasilnya bagus, maka rally ini sustainable. Tetapi jika rendah dari market consensus, maka be prepared...as quoted comment: "The market's putting the cart before the horse, trying to convince (itself) that the recovery exists. (But) the emperor has no clothes. The consumer will not come back. The consumer is dead" said by one market player. Rgds/ Yuta ------------------------------------ + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links
