Traderboersenboard - Einzelnen Beitrag anzeigen - bullen und bären im Dailytalk bei TBB 2006

Benjamin · 18-09-2006, 14:39

Hi Omi,
ich meine, dass beide o. g. Zahlen dazu führen sollten, dass
1. EUR/USD aufwertet und also
2. Exportunternehmen in Euroland leiden und
3. Euroland-Unternehmen mit hohem Kostenanteil in Dollar gewinnen (z. B. Lufthansa, wegen Treibstoff)

Falls EUR/USD nun nicht kurzfristig nach oben geht sondern z. B. seitwärts dadddelt oder gar fällt, dann stimmt etwas an meinen Überlegungen (hier und in dem per Link zitierten Posting https://www.traderboersenboard.de/sho...413#post258413 ) nicht, dann gibt es andere Parameter, die ich nicht berücksichtigt habe.

"Normal" sollte Eur/Usd nun steigen, was mit etwas gutem Willen auch wellenmäßig ableitbar ist.

U.S. capital inflows fall sharply in July
Total of $32.9 billion marks lowest since May 2005
By Greg Robb
Sep 18, 2006

Capital flows into the United States fell sharply in July, the Treasury Department reported Monday.
Net capital flows into the United States fell to $32.9 billion in July from $75.1 billion in June. This amounted to the lowest for monthly capital inflows since May 2005.

The decline was led by private foreign investors , who bought $31.8 billion in Treasury bonds and notes, down from $82.4 billion in June. This was also the lowest amount of purchases since May 2005.

Treasury bonds and notes saw the greatest month-to-month weakness. Private investors sold $1.7 billion of Treasury bonds in July after having purchased $31.4 billion in June.
By contrast, foreign central banks increased their holdings in July , buying $22.7 billion of U.S. long-term financial assets, up from $2.3 billion in June .

The United States requires large capital inflows each month to help fund its current account deficit.
Chinese investors upped their holdings of Treasury bonds for a ninth consecutive month. Chinese-owned assets increased $5 billion to $332.7 billion.
For their part, Japanese investors increased their holdings by $1 billion in July to $636.6 billion.
---------------------------------

There was little market reaction to a Commerce Department report that showed the U.S. current-account deficit widened to $218.4 billion in the second quarter from a revised $213.2 billion in the first quarter. The current account totaled 6.6% of gross domestic product, the same as in the first quarter. Economists had expected a current account of about $213 billion.

The benchmark 10-year Treasury note fell 11/32 to 100 10/32 with a yield of 4.834% after news that in July capital flows into the U.S. fell sharply to $32.9 billion in July, the Treasury Department reported Monday.

The result was the smallest inflow since May 2005. The drop was led by a sell-off of Treasury bonds and notes by private investors. Foreign central banks actually increased their purchases of Treasury bonds and notes and government agency bonds in July.
The dollar rose to a five-month high against the yen, but fell slightly versus the euro early Monday, after the world's leading industrial nations repeated their call for China and other emerging economies to increase the flexibility of their currency exchange rates.

Renditen der U.S. Treasury 10 Year (U.S.) (muss man durch 10 teilen)
https://www.traderboersenboard.de/sho...519#post139519

18-09-2006, 14:39	#1629
Benjamin TBB Family Registriert seit: Mar 2004 Beiträge: 10.373	Hi Omi, ich meine, dass beide o. g. Zahlen dazu führen sollten, dass 1. EUR/USD aufwertet und also 2. Exportunternehmen in Euroland leiden und 3. Euroland-Unternehmen mit hohem Kostenanteil in Dollar gewinnen (z. B. Lufthansa, wegen Treibstoff) Falls EUR/USD nun nicht kurzfristig nach oben geht sondern z. B. seitwärts dadddelt oder gar fällt, dann stimmt etwas an meinen Überlegungen (hier und in dem per Link zitierten Posting https://www.traderboersenboard.de/sho...413#post258413 ) nicht, dann gibt es andere Parameter, die ich nicht berücksichtigt habe. "Normal" sollte Eur/Usd nun steigen, was mit etwas gutem Willen auch wellenmäßig ableitbar ist. U.S. capital inflows fall sharply in July Total of $32.9 billion marks lowest since May 2005 By Greg Robb Sep 18, 2006 Capital flows into the United States fell sharply in July, the Treasury Department reported Monday. Net capital flows into the United States fell to $32.9 billion in July from $75.1 billion in June. This amounted to the lowest for monthly capital inflows since May 2005. The decline was led by private foreign investors , who bought $31.8 billion in Treasury bonds and notes, down from $82.4 billion in June. This was also the lowest amount of purchases since May 2005. Treasury bonds and notes saw the greatest month-to-month weakness. Private investors sold $1.7 billion of Treasury bonds in July after having purchased $31.4 billion in June. By contrast, foreign central banks increased their holdings in July , buying $22.7 billion of U.S. long-term financial assets, up from $2.3 billion in June . The United States requires large capital inflows each month to help fund its current account deficit. Chinese investors upped their holdings of Treasury bonds for a ninth consecutive month. Chinese-owned assets increased $5 billion to $332.7 billion. For their part, Japanese investors increased their holdings by $1 billion in July to $636.6 billion. --------------------------------- There was little market reaction to a Commerce Department report that showed the U.S. current-account deficit widened to $218.4 billion in the second quarter from a revised $213.2 billion in the first quarter. The current account totaled 6.6% of gross domestic product, the same as in the first quarter. Economists had expected a current account of about $213 billion. The benchmark 10-year Treasury note fell 11/32 to 100 10/32 with a yield of 4.834% after news that in July capital flows into the U.S. fell sharply to $32.9 billion in July, the Treasury Department reported Monday. The result was the smallest inflow since May 2005. The drop was led by a sell-off of Treasury bonds and notes by private investors. Foreign central banks actually increased their purchases of Treasury bonds and notes and government agency bonds in July. The dollar rose to a five-month high against the yen, but fell slightly versus the euro early Monday, after the world's leading industrial nations repeated their call for China and other emerging economies to increase the flexibility of their currency exchange rates. Renditen der U.S. Treasury 10 Year (U.S.) (muss man durch 10 teilen) https://www.traderboersenboard.de/sho...519#post139519 Geändert von Benjamin (18-09-2006 um 15:01 Uhr)