V ka\u017edej rozpr\u00e1vke raz zazvon\u00ed zvonec. Aj tej rastovej na US akciov\u00fdch trhoch, ktor\u00e1 zaznamenala jednu z najdlh\u0161\u00edch \u201esanta claus\u201c rely v hist\u00f3rii bez v\u00fdraznej\u0161ej korekcie. A je tak trocha paradoxom, \u017ee za\u010d\u00edna hlasnej\u0161ie zvoni\u0165 \u00a0pr\u00e1ve na druh\u00e9 v\u00fdro\u010die inaugur\u00e1cie US prezidenta Obamu do funkcie. Dnes sme tak videli \u010derven\u00e9 hanbenie sa americk\u00fdch akciov\u00fdch indexov, ktor\u00e9 od \u00faplnej pohromy zachr\u00e1nila len z\u00e1vere\u010dn\u00e1 korekcia. Celkovo tak: Dow Jones -0,02%, SP 500 -0,13%, \u00a0Nasdaq Composite -0,77% . \u00a0Predt\u00fdm takmer neohrozite\u013en\u00e9 akciov\u00e9 b\u00fdky tak za\u010d\u00ednaj\u00fa c\u00edti\u0165 \u00fazkos\u0165 a ohrozenie.<\/p>\n
Ke\u010f dobr\u00e9 \u010d\u00edsla nesta\u010dia….<\/strong><\/p>\n Aj ke\u010f pravideln\u00fd t\u00fd\u017edenn\u00fd report z US trhu pr\u00e1ce (nov\u00e9 a pokra\u010duj\u00face \u017eiadosti o podporu v nezamestnanosti) skon\u010dil lep\u0161ie, aj ke\u010f \u010d\u00edsla z US realitn\u00e9ho trhu skon\u010dili lep\u0161ie, aj ke\u010f US predstihov\u00e9 indik\u00e1tory uk\u00e1zali \u010fal\u0161\u00ed n\u00e1rast, \u00a0aj ke\u010f prieskum Philly FED bol vn\u00edman\u00fd ako st\u00e1le \u201ekon\u0161trukt\u00edvny\u201c ukazuj\u00faci obnovu a \u00a0aj ke\u010f v\u00fdsledky Morgan Stanley za 4Q 2010 skon\u010dili lep\u0161ie, predsa len tento, na prv\u00fd poh\u013ead jasn\u00fd rastov\u00fd setup, nesta\u010dil na to aby si akciov\u00e9 indexy zachovali \u201ecool\u201c b\u00fd\u010diu \u201ev\u0161en\u00e1kupn\u00fa\u201c n\u00e1ladu.<\/p>\n Lebo dobr\u00e9 \u010d\u00edsla z \u010c\u00edny vyvolaj\u00fa strach….<\/strong><\/p>\n D\u00f4vodom boli paradoxne lep\u0161ie no\u010dn\u00e9 d\u00e1ta z \u010c\u00edny. Tie uk\u00e1zali mohutnej\u0161\u00ed ako o\u010dak\u00e1van\u00fd rast HDP. To je samo o sebe d\u00f4vod pre euf\u00f3riu. Av\u0161ak pozor, dne\u0161n\u00e9 akciov\u00e9 trhy s\u00fa mnoho kr\u00e1t zvr\u00e1ten\u00e9. A toho svedkami sme boli aj dnes. Lep\u0161ie \u010d\u00edsla z krajiny draka sp\u00f4sobili obavy z toho, \u017ee \u010c\u00edna by mohla e\u0161te viac spr\u00eds\u0148ova\u0165 menov\u00fa politiku pre o\u010dividn\u00fd infla\u010dn\u00fd probl\u00e9m. A to by sa jej n\u00e1sledne nesk\u00f4r mohlo vypomsti\u0165 v podobe slab\u0161ieho rastu v bud\u00facnosti. Pr\u00e1ve rozhoduj\u00faci vplyv \u010d\u00ednskych d\u00e1t len potvrdzuje to, \u017ee ekonomika tejto krajiny za\u010d\u00edna by\u0165 signifikantn\u00fdm faktorom, ktor\u00fd dok\u00e1\u017ee ovplyvni\u0165 celotrhov\u00e9 dianie.<\/p>\n Euf\u00f3ria v\u0161adepr\u00edtomn\u00e1 a v\u0161eobj\u00edmaj\u00faca<\/strong><\/p>\n A ke\u010f\u017ee \u010d\u00ednska bublina m\u00f4\u017ee kedyko\u013evek praskn\u00fa\u0165 a narobi\u0165 tak celosvetov\u00fa kalamitu, je potrebn\u00e9 by\u0165 v t\u00fdchto d\u0148och \u010doraz viac ostra\u017eit\u00fd. A nespolieha\u0165 sa len na o\u010di, ktor\u00e9 vidia takmer 90% rast US indexov od min\u00edm roku 2009. Rovnako je neslobodn\u00e9 sa spolieha\u0165 len na u\u0161i, ktor\u00e9 po\u010duj\u00fa \u00a0v\u0161adepr\u00edtomn\u00e9 a v\u0161eobj\u00edmaj\u00face euforick\u00e9 slov\u00e1 o udr\u017eate\u013enom raste US ekonomiky, ktor\u00fd bude z\u00e1rove\u0148 sprev\u00e1dzan\u00fd \u201epermarastom\u201c US akciov\u00fdch trhov bez prest\u00e1vok.<\/p>\n Autor: Stanislav Panis, TRIMBROKER, a.s.\u00a0 \u00a0 \u00a0Zdroj: financnik.sk<\/a><\/p>\n","protected":false},"excerpt":{"rendered":" V ka\u017edej rozpr\u00e1vke raz zazvon\u00ed zvonec. Aj tej rastovej na US akciov\u00fdch trhoch, ktor\u00e1 zaznamenala jednu z najdlh\u0161\u00edch \u201esanta claus\u201c rely v hist\u00f3rii bez v\u00fdraznej\u0161ej korekcie. A je tak trocha … <\/a><\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/investicnyblog.sk\/gsi\/sk\/wp-json\/wp\/v2\/posts\/313"}],"collection":[{"href":"https:\/\/investicnyblog.sk\/gsi\/sk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/investicnyblog.sk\/gsi\/sk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/investicnyblog.sk\/gsi\/sk\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/investicnyblog.sk\/gsi\/sk\/wp-json\/wp\/v2\/comments?post=313"}],"version-history":[{"count":3,"href":"https:\/\/investicnyblog.sk\/gsi\/sk\/wp-json\/wp\/v2\/posts\/313\/revisions"}],"predecessor-version":[{"id":316,"href":"https:\/\/investicnyblog.sk\/gsi\/sk\/wp-json\/wp\/v2\/posts\/313\/revisions\/316"}],"wp:attachment":[{"href":"https:\/\/investicnyblog.sk\/gsi\/sk\/wp-json\/wp\/v2\/media?parent=313"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/investicnyblog.sk\/gsi\/sk\/wp-json\/wp\/v2\/categories?post=313"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/investicnyblog.sk\/gsi\/sk\/wp-json\/wp\/v2\/tags?post=313"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}