Baker Hughes net off 77% on drilling blues.
Ten co wierci ma smutki. Zysk netto -77%...

Prudential Financial second-quarter profit falls.

2009-08-05 23:28:59 | 83.5.251.* | Don Ke nobi
Re: GPW: Powrót kupujących? [0]
A tutaj kolejne wątpliwości co do wiarygodności danych o PKB.

"What I'm talking about is the GDP report last week... Something
smells of yesterday's fish here folks... I'll put it out here
very simply... The Gov't tells us that Consumer Spending is only
down -2.5%. Which when plugged into the GDP report tells us why
GDP was reportedly stronger than expected in the 2nd QTR...
Consumer Spending represents about 70% of GDP! But here's where
I have a problem with the report... Corporate Earnings are down
15%... Corporate Earnings are down 15% because there's no
Consumer Spending! -2.5% doesn't compute when Corporate Earnings
are down 15%!

And here's where the cheese begins to bind folks... I believe
the Corporate Earnings numbers are true... They are regulated to
be so! While the Consumer Spending data is Gov't produced... As
the robot in the Lost in Space TV program used to say... "This
does not compute, Will Robinson"!

But hey! What do we expect from Gov. reports? Look at the games
that people play at the BLS for example! Any old way, I just
wanted to throw that out there as food for thought about the
U.S. economy / recovery data...

Bańka na rynku nieruchomości w Chinach grozi pęknięciem. Dlatego
władze ostro hamują podaż nowego kredytu.
Record bank lending in China drove average prices for new
homes 6.3 percent higher in June in 36 large and medium-sized
Chinese cities, according to government data. That gain came
even as urban unemployment rose and wage growth for workers in
Chinese cities slowed.

“The government should do something to effectively
control the speed of growth of the real estate market,”
Han said. “The housing price in Shanghai is already too
high. We must prevent excessive inflation of home prices in this
market.”

Chinese banks made 7.37 trillion yuan ($1.07 trillion) of
new loans in the first six months of 2009 as the government
sought to bolster economic growth that slowed to the weakest in
almost a decade in the first quarter.

As a point of reference, going back more than 20 years in the
U.S. Case-Shiller 10-City Home Price Index, the largest monthly
price increase was just over two percent in July 1988.

Murphy Oil Q2 net income 83c vs $3.22

Carry trade na jenie skończył się, a z nim hossa., jak stopy wszędzie spadły prawie do zera...I tak wszędzie deflacja. Zupełnie nie rozumiem dlaczego nasi dławią niepotrzebnie gospodarkę utrzymując zbyt wysokie stopy, kiedy nie ma żadnego zagrożenia inflacją?

Unilever - gorzej od "pr4ognoz". Coś im przestało wychodzić nawet z tymi prognozami.