- Ausnahmsweise einen Auszug aus dem neuen Privateer... - Boyplunger, 28.10.2001, 19:32
- Guter Text. Zum Downgrade von Japan: stehts um Slowenien tats. so schlecht?-) (owT) - Ghandi, 28.10.2001, 20:10
- Re: Ausnahmsweise einen Auszug aus dem neuen Privateer.../ Jawoll! - JüKü, 28.10.2001, 20:11
- Re: Auszug aus dem neuen Privateer... ---------- Rückfrage - André, 28.10.2001, 20:36
- Hi, vermutlich ist die Adresse: www.the-privateer.com (owT) - Ghandi, 28.10.2001, 20:47
- Re: merci (owT) - André, 28.10.2001, 22:17
- Hi, vermutlich ist die Adresse: www.the-privateer.com (owT) - Ghandi, 28.10.2001, 20:47
Re: Auszug aus dem neuen Privateer... ---------- Rückfrage
>If Japanese interest rates rose to, say 2.0%, the entire tax revenue of Japan's central government would be consumed in servicing its present debt level (close to 150% of Japanese annual GDP).
Diese Aussage sagt bereits alles! D.h. Zinsen bleiben nahe 0 bis zu bitteren Ende.
>If Moody's lowers their Japanese rating, almost HALF of Japan's debt paper falls below"investment standard". Global investment houses are not allowed to hold paper which is below"investment standard".
Macht international"wenig" aus, da die Japaner selbst die Staatschulden finanziert haben.
>The U.S. Collateral Foundation:
>Of all the bad economic and financial news being defied (so far) by U.S. stock markets, the news about U.S. real estate is the worst. In August, U.S. existing house sales hit a record 5.54 million units. In September, existing U.S. house sales fell by 11.7%! In San Francisco, house sales were down by 26% from their levels of September 2000. Worse, median house prices across the U.S. fell by 3.6%. In the northeast, the ONE MONTH decrease in median house prices was 13%!
>In our last issue, The Privateer reported that U.S. retail sales fell 2.4% in September - TRIPLE expectations. Now, we can add a stark turnaround in real estate sales and prices in September to that figure. It has long been acknowledged that consumer spending is the one CRUCIAL ingredient in U.S. economic"growth". It has long been obvious that consumers have been extracting the wherewithal to continue spending by re-financing their mortgages. But if U.S. house prices start FALLING, and they have, that source of consumer spending will dry up. The problem for the U.S. is that there is no other source available.
Vergleich zu Japan hinkt, da US-Immobilienpreise gewiss nicht so irrsinnig gestiegen und überzogen sind/waren wie in Japan, andererseits verschlimmert die Verwendung eines Teils der Beleihungen (Konsum) die Lage.
Wo ist die Quelle des Privateer? Unter www.privateer.com gibt´s was anderes.
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