Euro gmn boss? ada berita utk solusi ke depanya, semalam ngeri jg liat bursa jerman dan prancis turun 5% lebih
On Tue, Sep 6, 2011 at 9:03 AM, positif01 <[email protected]> wrote: > ** > > > Friday’s disappointing US non-farm payrolls data showed no jobs were > created in the US in August, sending stocks sharply lower as fears over a > recession intensified. Even though the data may be perceived to have > strengthened a bit the hypothetical case of recession but in fact only a > significant drop in retail sales and consumption could take the US back into > recession. > > Consumer spending is the mainstay of U.S. domestic demand. It would be hard > to envisage the U.S. economy contracting, if private consumption were still > growing healthily. Noting the strength of the July consumption data which > showed spending rising by 0.8 percent, much of the growth was down to a > rebound in demand for durable goods. Only if households’ aggregate spending > turns decisively lower will there be incontrovertible evidence of recession. > > Apart from Friday's weak jobs data, there, however, is strength in other > areas of the economy that do not point to a downswing. The Federal Reserve’s > measure of industrial production rose in each of the three months up to > July. This contrasts with the immediate pre-recession performance of this > index in 2007, when output never regained the peak it had reached in > September of that year. > > And, this September bulls seem to have other ammo. There are plenty of > catalysts during this month that could "surprise to the upside" including > the President’s speech about jobs scheduled for September 8th or the > regularly scheduled September Fed meeting. We may go lower early in the > month, but there is every reason for the rally to resume after that. > > '+' > >
