http://vneconomy.vn/20101104040315838P0C6/binh-on-ty-gia-huong-di-nao-cua-chinh-sach.htm
http://vneconomy.vn/2010110404026413P0C6/gia-vang-usd-nao-loan-sau-quyet-dinh-can-thiep.htm
http://vneconomy.vn/20101104073955197P0C6/ban-ngoai-te-binh-on-ty-gia-chua-the-cong-bo-con-so-cu-the.htm
Kết luận: người can thiệp làm búa xua thì phản ứng cũng náo loạn!
Thursday, 4 November 2010
NHNN can thiệp
Trong thời gian gần đây, thị trường ngoại hối đã có một số biểu hiện căng thẳng, chủ yếu do tâm lý lo ngại về khả năng nhu cầu ngoại tệ để nhập khẩu hàng hóa và lạm phát sẽ tăng vào cuối năm. Tuy nhiên, trên cơ sở tính toán, đánh giá diễn biến xuất nhập khẩu trong thời gian gần đây, Bộ Công thương đã công bố dự báo nhập siêu của cả năm 2010 chỉ ở mức 12 tỷ USD, thay cho dự báo trước đây là 13,5 tỷ USD.
Qua theo dõi của Ngân hàng Nhà nước Việt Nam (NHNN), trong khi áp lực lên cầu ngoại tệ sẽ giảm nhờ vào khả năng kiềm chế nhập siêu và nguồn cung ngoại tệ đang có xu hướng tăng trong các tháng cuối năm do nhiều khoản vay lớn bằng ngoại tệ từ nước ngoài của các tổ chức kinh tế được giải ngân, luồng vốn đầu tư và kiều hối chuyển vào trong nước đang được cải thiện đáng kể. Do đó, trong năm 2010 dự báo cán cân thanh toán quốc tế của Việt Nam sẽ cân bằng.
Trên cơ sở các thông tin và đánh giá tổng thể về thị trường, Ngân hàng Nhà nước sẽ tiếp tục điều hành tỷ giá ở mức ổn định như hiện nay và thực hiện bán can thiệp để hỗ trợ thanh khoản cho thị trường.
NHNN
http://www.sbv.gov.vn/wps/portal/!ut/p/c5/04_SB8K8xLLM9MSSzPy8xBz9CP0os3gDFxNLczdTEwN_Uw9TA09_cxPDUE9_w2B3Q6B8pFm8s7ujh4m5j4GBv4eLpYGnhZe3T4hhgLGXgSFJut29Ap0NPN29gi1MnAwNDAxMCegOB7kWv36wCTiAowFUHrsN3i7maOZj8R0--y3M9P088nNT9QtyQyMMMj2zTBwVFQHCFzt1/dl3/d3/L0lDU0lKSWdrbUEhIS9JRFJBQUlpQ2dBek15cXchLzRCRWo4bzBGbEdpdC1iWHBBRUEhLzdfMEQ0OTdGNTQwT0xMOTBJQ0lBUEsyUUs5VTEvZWJoZmg5NjkyMDAwMQ!!/?WCM_PORTLET=PC_7_0D497F540OLL90ICIAPK2QK9U1_WCM&WCM_GLOBAL_CONTEXT=/wps/wcm/connect/sbv_vn/sbv_vn/vn.sbv.news/vn.sbv.news.vn/ffdd8400448f9ffb9465949326d85055
Qua theo dõi của Ngân hàng Nhà nước Việt Nam (NHNN), trong khi áp lực lên cầu ngoại tệ sẽ giảm nhờ vào khả năng kiềm chế nhập siêu và nguồn cung ngoại tệ đang có xu hướng tăng trong các tháng cuối năm do nhiều khoản vay lớn bằng ngoại tệ từ nước ngoài của các tổ chức kinh tế được giải ngân, luồng vốn đầu tư và kiều hối chuyển vào trong nước đang được cải thiện đáng kể. Do đó, trong năm 2010 dự báo cán cân thanh toán quốc tế của Việt Nam sẽ cân bằng.
Trên cơ sở các thông tin và đánh giá tổng thể về thị trường, Ngân hàng Nhà nước sẽ tiếp tục điều hành tỷ giá ở mức ổn định như hiện nay và thực hiện bán can thiệp để hỗ trợ thanh khoản cho thị trường.
NHNN
http://www.sbv.gov.vn/wps/portal/!ut/p/c5/04_SB8K8xLLM9MSSzPy8xBz9CP0os3gDFxNLczdTEwN_Uw9TA09_cxPDUE9_w2B3Q6B8pFm8s7ujh4m5j4GBv4eLpYGnhZe3T4hhgLGXgSFJut29Ap0NPN29gi1MnAwNDAxMCegOB7kWv36wCTiAowFUHrsN3i7maOZj8R0--y3M9P088nNT9QtyQyMMMj2zTBwVFQHCFzt1/dl3/d3/L0lDU0lKSWdrbUEhIS9JRFJBQUlpQ2dBek15cXchLzRCRWo4bzBGbEdpdC1iWHBBRUEhLzdfMEQ0OTdGNTQwT0xMOTBJQ0lBUEsyUUs5VTEvZWJoZmg5NjkyMDAwMQ!!/?WCM_PORTLET=PC_7_0D497F540OLL90ICIAPK2QK9U1_WCM&WCM_GLOBAL_CONTEXT=/wps/wcm/connect/sbv_vn/sbv_vn/vn.sbv.news/vn.sbv.news.vn/ffdd8400448f9ffb9465949326d85055
CFTC new rules on future and swap: Xmas timing
http://www.kitco.com/reports/KitcoNews20101103DeC_cftc.html
The Commodity Futures Trading Commission is pushing to have all its proposed rules for new regulations for the futures and swaps industry under the Dodd-Frank Wall Street Reform and Consumer Protection Act available for public comment by Christmas, CFTC Chairman Gary Gensler said on Wednesday.
The Commodity Futures Trading Commission is pushing to have all its proposed rules for new regulations for the futures and swaps industry under the Dodd-Frank Wall Street Reform and Consumer Protection Act available for public comment by Christmas, CFTC Chairman Gary Gensler said on Wednesday.
Gold market reaction to FED QE2: Extremely volatile
"Buy on rumours, sell on news" style
http://www.kitco.com/reports/KitcoNews20101103_fomc.html
“It’s been extremely volatile,” said Frank Lesh, broker and futures analyst with FuturePath Trading. “We shot up to $1,349, dropped down to a new low on the day at $1,325.50 and now here we are at $1,341 (as of when he spoke). There were bargain hunters coming in and probably some short covering.”
However, he commented, the market did not fall enough to force long-term players to exit long positions. The December gold futures remain above support at last week’s low at $1,318.60, he said.
Long-term supportive?
Overall, however, analysts are describing the Fed statement as supportive for gold in the longer term.
As a result, investors are looking at gold as the “currency of choice,” Daly continued. “Overall, it’s very dollar bearish and gold friendly.”
Gold tends to rise when the greenback weakens as investors seek the metal as an alternative currency, and also since a weaker dollar makes all commodities cheaper in other currencies and thus can help demand.
Lesh also described the Fed statement a negative influence for the dollar and thus supportive for gold.
“It is extra stimulus, a little bit more than expected” Lesh said. “They also left open that they can do more, if necessary. All of this really doesn’t say much for the dollar going forward.
“It looks like currency volatility is expected to continue. Fiscal irresponsibility on the part of most Western nations is still out there. All of the factors driving gold are still there. I still expect higher prices.”
http://www.kitco.com/reports/KitcoNews20101103_fomc.html
“It’s been extremely volatile,” said Frank Lesh, broker and futures analyst with FuturePath Trading. “We shot up to $1,349, dropped down to a new low on the day at $1,325.50 and now here we are at $1,341 (as of when he spoke). There were bargain hunters coming in and probably some short covering.”
However, he commented, the market did not fall enough to force long-term players to exit long positions. The December gold futures remain above support at last week’s low at $1,318.60, he said.
Long-term supportive?
Overall, however, analysts are describing the Fed statement as supportive for gold in the longer term.
As a result, investors are looking at gold as the “currency of choice,” Daly continued. “Overall, it’s very dollar bearish and gold friendly.”
Gold tends to rise when the greenback weakens as investors seek the metal as an alternative currency, and also since a weaker dollar makes all commodities cheaper in other currencies and thus can help demand.
Lesh also described the Fed statement a negative influence for the dollar and thus supportive for gold.
“It is extra stimulus, a little bit more than expected” Lesh said. “They also left open that they can do more, if necessary. All of this really doesn’t say much for the dollar going forward.
“It looks like currency volatility is expected to continue. Fiscal irresponsibility on the part of most Western nations is still out there. All of the factors driving gold are still there. I still expect higher prices.”
Ben purschases 600 bil of securities - An experiment
http://www.bloomberg.com/news/2010-11-04/bernanke-experiments-with-crisis-tools-to-boost-an-expanding-u-s-economy.html
Bơm 600 tỷ, vậy là hơn consensus forecast 100 tỷ, nhưng thấp hơn Goldman Sachs forecast too much.
Bernanke’s Fed, constrained by a key interest rate near zero and bound by a Congressional mandate to reduce unemployment, yesterday said it would buy $600 billion in Treasury securities through next June in a bid to further reduce long-term borrowing costs and keep prices from falling.
The dollar weakened and stocks rose as the quantity of purchases exceeded the expectations of some investors. Bernanke is gambling he can push down a jobless rate that has been stuck above 9 percent since the recession ended in June 2009 and encourage investors to take more risk without igniting an inflationary surge or fueling asset-price bubbles.
Bơm 600 tỷ, vậy là hơn consensus forecast 100 tỷ, nhưng thấp hơn Goldman Sachs forecast too much.
Bernanke’s Fed, constrained by a key interest rate near zero and bound by a Congressional mandate to reduce unemployment, yesterday said it would buy $600 billion in Treasury securities through next June in a bid to further reduce long-term borrowing costs and keep prices from falling.
The dollar weakened and stocks rose as the quantity of purchases exceeded the expectations of some investors. Bernanke is gambling he can push down a jobless rate that has been stuck above 9 percent since the recession ended in June 2009 and encourage investors to take more risk without igniting an inflationary surge or fueling asset-price bubbles.
Wednesday, 3 November 2010
Nghe DBQH nói
http://sgtt.vn/Goc-nhin/132114/Con-nhung-ai-phai-chiu-trach-nhiem-trong-vu-Vinashin-.html
Giải trí, nghe rồi thôi.
Giải trí, nghe rồi thôi.
6 thách thức từ cơ cấu kinh tế - Trần Du Lịch
http://sgtt.vn/Goc-nhin/132227/Sau-thach-thuc-tu-co-cau-kinh-te.html
Có nhiều điểm nói rất đúng và rất rõ. But, ... so what?!
Có nhiều điểm nói rất đúng và rất rõ. But, ... so what?!
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