Заранее прошу извинения у администрации за англ текст - тут многие...
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13:28 21Mar2003 RTRS-INSTANT VIEW-Markets react to US attacks on Iraq
NEW YORK, March 21 (Reuters) - The following are comments from U.S. market analysts and participants on Friday after the United States launched a major air war against Iraq.
Markets were heading in different directions on Friday, with oil, gold and U.S. treasury bonds losing ground and U.S. equities markets getting a boost on the progress of the war so far for the U.S.
CHARLES WHITE, PRESIDENT OF INVESTMENT FIRM AVATAR ASSOCIATES, NEW YORK:
"The (stock) market is certainly reacting very positively to all the stories that emanating from Iraq, and we can unearth that old term "priced for perfection," and as long as the military continues to execute with perfection the stock market can have some legs.
"Some of the geopolitical stuff may be -- with an emphasis on 'may' -- resolving itself in the next several days and that's taking us back up to the top end of the (recent) range.
"The rumor about Saddam being dead and the fact that literally there is no resistance so far (is boosting the market)."
JASON BONANCA, FOREIGN EXCHANGE ANALYST, CREDIT SUISSE FIRST BOSTON, NEW YORK:
"Everything depends on how things go in Iraq. If the news continues to be good for the U.S. and this campaign continues to advance with little resistance and it is true that the Iraqi regime is in the midst of falling apart, it will be good for global markets, good for the global economy and by extension for the dollar.
"Oil prices continue to plummet, and that is good for stocks and good for the economy."
"But what happens when allied forces get to Baghdad is the issue. We will know more then how this war will progress."
JOHN TYREE, GOLD BROKER AT FUTURES COMMISSION MERCHANT ROSENTHAL-COLLINS, NEW YORK:
"It broke $330, which was our breakout point last December. We've cleared the decks of any concerns about Iraq, at least on a temporary basis. Who knows what will happen later on, but so far it looks like things have progressed well."
"We may be headed a little lower."
"You're seeing tremendous liquidation and short selling as well I imagine. A lot of people are liquidating under the $330 level."
SARAH EMERSON, MANAGING DIRECTOR, ENERGY SECURITY ANALYSIS, BOSTON:
"The worst case scenarios are not playing out for the oil market. The oil fields are not being torched, the conflict has not spread to Kuwait, there seems to be nothing happening in Israel and Iran. There's a noose tightening around Baghdad.
"The worst case left on our list is that the Kurds and Turks get into it. The U.S. is bringing both the carrot and the stick with the Turks and is not making much headway. It would be terrible if this turned into a war within a war.
"You have to get a sense of a resting place for the price. And I think from a fundamental point of view we may be very close to that. It's somewhere between $25 and $27.
"We have a very well supplied market that is poised for weakness. But you have a primary supplier Saudi Arabia could perhaps sit on some of this volume. So that takes some of the lows out."
STANLEY NABI, MANAGING DIRECTOR AT CREDIT SUISSE ASSET MANAGEMENT, NEW YORK:
"It has already affected the stock market. The market is up from the bottom more than 10 percent and I think this is logical."
TIM HEEKIN, DIRECTOR OF TRADING, THOMAS WEISEL PARTNERS, SAN FRANCISCO:
"There are a lot of rumors floating around. They may have gotten Hussein -- and if we didn't, we are closing in on Baghdad. There have been no terrorist retaliations so far on and things seem to be going smoothly. The path of least resistance is up."
((U.S. Financial Markets Desk, +1 646 223 6300))
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Friday, 21 March 2003 13:28:06
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