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« ECB-lid: zorgen Spanj… | Home | PostNL CEO weg na con… »

'Nederlandse AAA-rating in gevaar'

18 04 12 - 20:30 Kredietbeoordelaar Fitch zou serieus overwegen de triple-A rating van Nederland te verlagen. Dat bericht de Britse krant Daily Telegraph woensdagavond. De verslechterende vastgoedmarkt, geciteerd als een ‘coma’ , zou een belangrijke aanleiding voor de mogelijke stap zijn. "Nederland staat aan de rand van een negatieve rating-actie", waarschuwt Chris Pryce, de Nederland-expert van Fitch. In juni wordt er over de Nederlandse rating vergaderd, wat kan leiden tot een negatieve outlook, de opmaat voor een downgrade.

De doorgaans goed geïnformeerde Ambrose Evans-Pritchard schrijft:

We will hold a rating committee meeting in June. They run risks if they keep letting debt rise: a cautious approach would be advisable," he told the Telegraph. The warning comes as Dutch property tips into deeper slump, with the inventory of unsold homes nearing South European levels. Household debt is the eurozone’s highest at 249pc of income, compared with 202pc in Ireland, 149pc in the UK, 124pc in Spain, 90pc in Germany, 78pc in France and 66pc in Italy - according to Eurostat data from 2010. The Netherlands is caught in a "negative feedback-loop" as recession and house price falls feed on each other. Building permits have dropped 9pc from a year ago, the lowest since 1953. "The housing market is in a coma," said the Volkskrant newspaper.

© Blikopdebeurs.com Used tags: , , , ,
137 reacties

En ondertussen in the UK

http://www.dailymail.co.uk/money/news/ar..

Die zitten dus nu in een spagaat.
Handelsbalans tekort.
Oplopende Pond (of zou dat met de Spelen te maken hebben, een dure pond brengt meer Euro's en Dollars binnen)
Dat ziet er ook niet goed uit.

Als de olie in prijs zakt en de spelen ten einde lopen kan de winst opeens weer uit een andere hoek gaan waaien.
taco (Email) - 18 04 12 - 22:53

we komen ook aan de beurt.
en terecht.
we zijn niet meer soliede gefinancierd.

over soliede gesproken: PIMCO koopt morgen geen Spaanse obligaties, omdat de markt gemanipuleerd wordt:
Spaanse banken kopen met goedkoop ECB geld Spaanse staatsschuld op.
Oppassen dus.

Dacht ik vorig jaar dat de euro het wel zou houden, nu twijfel ik met de dag meer.
De bodem van de schatkist is bereikt.
nieuwkomer - 18 04 12 - 22:55

Wel een scoop dat een Britse eurosceptische krant dit komt melden en de NL kranten er nog niets vanaf wisten. Die denken nog steeds in het triple A fabeltje van Rutte.
Eurocraat Wellink - 19 04 12 - 08:25

Elke Staats-obligatie markt wordt gemanipuleert, dat is de rol van een Centrale-Bank. Open-Markt-Operaties is de belangrijkste monetaire tool van een Moderne Centrale Bank.
De Europese-staats obligatie markt is de minst gemanipuleerde, daarom lopen de rentes van verschillende landen ook zo enorm op.
Treasuries en Guilts zijn niet zo goedkoop omdat men vlucht naar quality, maar omdat men weet dat de FED en de BofE altijd voorkomt dat de rente te ver stijgt (=kapitaal verlies)

Bij PIMCO zijn ze niet dom en weten ze dat ook. Dus als PIMCO dat zegt dan zijn ze short in Spaanse Obligaties en proberen ze via de media de boel nog verder onder druk te zetten.

Er is geen enkele rede om er vanuit te gaan dat de EURO ver daalt. De Euro-zone heeft een handels-balans overschot, als de EURO enorm daalt dan zal dat alleen maar toenemen. Als Griekenland uit de Euro stapt kunnen ze hooguit hun koopkracht aanpassen door devaluatie, nu moeten ze dat doen door loonsverlaging. Daar zit een psycholgisch voordeel.

Het grootste gevaar voor de US, UK en de Chinezen is een expansie van het Franco-German pac naar het Oosten.

Als de Russen op een of andere manier zich bij de Fransen en Duitsers aansluiten ontstaat er een economisch power-house dat opeens over voldoende grondstoffen beschikt.

Het is niet voor niets dat ze in de US het Rusisch vijands-denken in de EU levendig willen houden.
taco (Email) - 19 04 12 - 09:05

De Nederlandse Economie in een plaatje en waarom wij nooit de Euro moeten verlaten.

http://www.marinetraffic.com/ais/default..

Probeer een gebied te vinden in de wereld met evenveel internationale scheepsvaart activiteiten als rond Antwerpen-Rotterdam-Amsterdam.

Alleen Shanghai is vergelijkbaar.
taco (Email) - 19 04 12 - 09:10

P.S. inzomen op Rotterdam geeft een mooie indruk.
tacp (Email) - 19 04 12 - 09:11

Klanten downgraden Moody's clowns, en terecht de rating bureau's zijn absurde instellingen in een wereld waarin men meer waarde hecht aan geschuif met papier geld dan aan echte economie.

http://fd.nl/beleggen/518747-1204/deense..

UK Dollar in een paar jaar 18% gedvalueerd en nog steeds AAA is absurd. Je zou je Four O one K maar geinvesteerd hebben in Sterling dan ben je nu ruim 18% kwijt terwijl Moody's je investering AAA rate.
taco (Email) - 19 04 12 - 12:08

Maar goed dat Nederland obligaties uitgeeft in dollars. Heel soms hebben de heren een vooruitziende blik.
Ferry - 19 04 12 - 12:16

@Ferry

Wat is daar het voordeel van? Nederland heeft geen moeite om geld op te halen. Het heeft alleen een voordeel voor Nederland als de Euro stijgt t.o.v. de Dollar.

Waarschijnlijk vindt men bij het Ministerie dat de Euro ondergewaardeerd is en verwacht men dat de Dollar nog wat gaat zakken.

Immers schuld wil je graag gedenomineerd hebben in een zwakke asset en bezit het liefts in harde asset.
taco (Email) - 19 04 12 - 21:22

Offtopic
Heeft iemand een idee hoe de Instagram deal werkt?

Een van de early investors en lid van het dagelijks bestuur van Instagram was Matt Cohler, product directeur van Facebook. Ook opmerkelijk dat ze allemaal dezelfde sociaal-etnisch-religeuse achtergrond hebben als Zuckerberg en Pincus CEO van Zinga.

Volgens mij werkt de truck als volgt. Instagram is beroemd gemaakt door Facebook zodat er een user-base wordt gecreerd, om de deal te rationaliseren.
Vervolgens is het opkopen van Instagram een verkapte manier om cash uit Facebook te halen ten koste van de early facebook investors. Die waren via GS op een dubieuze manier geregeld. Volgens mij had de SEC daar nog kritiek op.

Net als de Russische maffia een veilig plek heeft in Israel zo kan de cash via Isralische banken weer herverdeelt worden.

Benscmark Capital is nu bezig met een app dat text met icoontjes verbind. Slaat verder nergens op, maar kan straks op dezelfde manier aan Facebook worden verkocht.

Wat denken jullie
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