Kommt eine Obama-Rallye a la Roosevelt ?

Die folgenden Informationen sind gestern Abend über einen Info-Verteiler der Heavytraderszene gelaufen. Autor unbekannt.

"Der DOW JONES hat seit der Wahl Obamas bis zur Amtseinführung heute 14% verloren. Der grösste jemals gemessene Verlust in Zeitraum einer US Wahl. Der zweithöchste Verlust wurde 1933 (-13%) verbucht, bei der Wahl F.D. Roosevelts. Der unten dargestellt Chart vergleicht beide Zeiträume und die frappierende Ähnlichkeit des Chartverlaufs."

In dem Zusammenhang anbei ein Auszug aus einer Studie der Dresdner Kleinwort.

United Kingdom / Germany / Construction
US Infrastructure: Can he fix it? Yes he can.

We expect President Obama to hit the ground running today with an Inaugural Address that will pledge the greatest phase of infrastructure spend since Roosevelt's New Deal of 1933. What is important is not so much the scale of anticipated spending - which seems to run into squillions - as the likely speed of implementation. Balfour Beatty, Hochtief, Keller, Bauer and Ashtead are all likely to gain.
â–º Estimates of the value of the Economic Stimulus programme have spiralled upwards from mere hundreds of billions to over a trillion. Despite the hyperbole, it seems clear to all that historic levels of investment will start pouring into the industry soon. What was notable during the interim period was his focus on the stimulus package, when protocol holds that the incoming president refrains from major policy pledges.

â–º In the coming weeks Congress will be considering the American Recovery and Reinvestment Bill of 2009, aimed at creating or saving 3 to 4 million jobs and boosting the economy. $550bn in infrastructure investments and $275bn of tax cuts have already been earmarked, including: - Clean, efficient energy - Transforming the economy with science and technology - Modernising roads, bridges, transit and waterways - Education for the 21st Century - Tax cuts to boost the economy and create Jobs

â–º For transport this includes: - $30bn for highway construction - $31bn to modernise federal and other public infrastructure with investments that lead to long term energy cost savings - $19bn for clean water, flood control, and environmental restoration investments - $10bn for transit and rail to reduce traffic congestion and gas consumption.

â–º For energy/IT: - $32bn for energy transmission, distribution, and production with improved grid and investment in renewable technology - $16bn to repair and insulate public housing - $6bn to insulate mid-income homes - $6bn to expand broadband internet access The education programme appears to include at least $20bn specifically on modernisation and repairs. Health spending could also include large sums for improving building fabric.

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