2011年10月23日星期日

美聯儲局副主席:未來或推QE3

【明報專訊】美國聯儲局副主席耶倫(Janet Yellen)昨出席研討會後表示,美國未來可能需要推出第三輪量化寬鬆的貨幣措施,她指目前美國經濟復蘇的步代,是緩慢得令人失望,歐債危機對美國金融機構將帶來額外壓力,兼且料美國未來數月的職位增長仍然「呆滯」,經濟前景令人憂慮。


料未來數月職位增長「呆滯」


耶倫表示,近數月來眾多影響美國經濟復蘇的負面因素浮現,隨着金融市場的惡化,美國經濟正面臨嚴峻考驗,假如要求寬鬆貨幣政策的經濟條件顯著提高下,將有需要通過大量購入國庫債券,以刺激經濟。


此外,就今日召開的歐盟峰會前夕,市場傳出歐盟擬提早將歐洲金融穩定機制(EFSF),與原定於2013年用以取代EFSF的永久穩定機制(ESM)合併,令規模擴至9400億歐元(約10.16萬億港元)的方案,並指歐盟將於下周三(26日)增開一次峰會,以決定歐債危機的最終救助方案。

日元對美元急升,升至二戰之後新高/ 痛苦指數創新高







貧窮率持續惡化
王SIR提到..資本社會主意已行到極端!
睇怕要回到....馬克思所講的....社會主意初階.

今日入貨

唔係入金銀..卡卡
係入返幾支375ML Ripassa..
細支裝好處..一定飲得晒,唔好浪費..


補充返當然不少得的沙樂美香腸啦...........^-^

Ron Paul: "Blame The Fed For The Financial Crisis"


To know what is wrong with the Federal Reserve, one must first understand the nature of money. Money is like any other good in our economy that emerges from the market to satisfy the needs and wants of consumers. Its particular usefulness is that it helps facilitate indirect exchange, making it easier for us to buy and sell goods because there is a common way of measuring their value. Money is not a government phenomenon, and it need not and should not be managed by government. When central banks like the Fed manage money they are engaging in price fixing, which leads not to prosperity but to disaster.

- Read the full article here:

Jim Rogers_Teach Your Children Mandarin

Teach Your Children Mandarin

I am preparing my children for the 21st century, the most important gift that I ca give them, or skill that I can give them is to speak fluent mandarin.

Sovereign Silver Buying, Middle-East Shortages

如現貨銀價在29-31這價位橫行半年至一年,
會另到實貨供應更加緊張,到時有實力的持貨者或生產商當然可以惜貨不賣,
但如財力不夠的生產商,可能要出貨套現,用來償還銀行的借貸......

而對於工業用家來講..市場難買貨又另到佢地要和生產商展開角力.....




On the heels of KWN reporting the Chinese buying massive amounts of gold yesterday, King World News has now interviewed the “London Trader” to get his take on the situation in silver. The source stated, “The price of silver has no reality to the paper market at all, absolutely zero reality there anymore. There is extraordinarily tight supply right now in Asia. When you order silver there is so little available at these prices, that’s the trouble. You can order it all day long, but you are going to have to wait for it.”

The London Trader continues:

“Chances are you are not going to get quantity at this price. If people have physical silver they are not selling it at these levels. Supply/demand is tight and you know there is a big wait involved in getting your silver. If I put in an order for tonnage, I have to find a wholesaler that actually can source it at this price and then there is the significant wait time.

On a side note, there is a man in the United States stating publicly that there is no shortage in silver and to go to his silver group where he can get buyers all the silver they need. That is patently false. This same individual said silver was overvalued at $14. I deal in the physical market every day and I can tell you what he is saying is false.

Much of this misinformation is out there because they do not want to have panicked buying from end users because it would send the price of silver skyrocketing. The end users only use a fraction of silver in their products so it is not an issue of cost, but rather if there is a delay in delivery....

“As soon as we see a delay in shipments to end users they will race each other to stock up. This will send the price of silver through the roof and break the backs of the silver shorts. It has already been made public that a firm in Canada had to wait three months for a 15 million ounce order. It was also made public that much of the silver they received was refined after the initial order was placed. So that is the actual fact, that is how tight the silver market is today and has been for some time.

All of the sudden the game has changed because you have actual investment demand increasing exponentially vs industrial demand, competing against industrial demand to buy. All of these sovereign entities buying silver know it's manipulated. There are shortages in the Middle-East in silver, generally it's an incredibly tight market on the physical side. In Shanghai we are seeing $1.50 premiums on silver and that's every single day consistently.

The tightness in the market is the reason why when the Chinese buy massive tonnage of silver they have a long wait to receive physical delivery. The end users are in line in front of them. So now the silver market is on a razor’s edge because they are trying to make sure the industrial users get their silver, otherwise all hell breaks loose.”

http://kingworldnews.com/

2011年10月22日星期六

中國房價“幾潘”

英國《金融時報》 席佳琳 北京報道
中國房地產開發商發現了一個可以替代人民幣的貨幣單位,他們開始在樓盤廣告中用“潘幣”標價。
這個新計價單位實際上暗指中國最知名的地產大亨之一——SOHO中國(Soho China)董事長潘石屹。這種營銷手法利用了民眾對高房價的不滿。
本月早些時候,在蘋果(Apple)董事長史蒂夫•喬布斯(Steve Jobs)去世後,潘石屹在一條微博中調侃說,蘋果應該開始大量生產售價在1000元人民幣(合157美元)的iPhone,讓更多人用上蘋果,這是對喬布斯最好的紀念。
潘石屹此言激起了攝影師唐若丁出人意料的反應。唐若丁在自己的微博中說:“潘總哪天要也去世了,也請貴公司推出一千一平米的房子吧,十幾億人民都會紀念您。”

兩條微博都廣為流傳,於是網民們想出了以“一潘”代指“1平方米售價1000元人民幣”的主意。
潘石屹表示:“大家對我的調侃背後是對商品住宅房價太高不滿的表現。”
本周,這股狂熱開始蔓延到實體世界,北京房地產開發商天津津浦偉業地產有限公司在推廣一個樓盤時就以“潘幣”標價。
房價飛漲和食品通脹已經激起了中國年輕人、以及過去對政治沒什麽興趣的城市中產階層的強烈不滿。
“政府的經濟政策不再足以幫助我們改善生活,看來我是永遠也買不起房子了。”北京一位年輕的女子雷瑾(音譯)表示。
瑞士信貸(Credit Suisse)香港分析師杜勁松表示:“目前就全國而言,一套房子的平均價格是家庭平均年收入的7倍,但在北京和上海,這個比率超過了17倍。相比之下,美國的這個比率是3倍左右。”
潘石屹刪除了原微博帖子,但毫無作用。“沒想到刪了之後,傳得更快,現在新的貨幣單位都出來了,我覺得做任何解釋都沒用了,只好保持沉默。”