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	<title>koronavirus inflace Archivy - Investice do akcií</title>
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		<title>Přehled nejzajímavějších videí a článků týdne 22/2020</title>
		<link>https://investicedoakcii.cz/prehled-nejzajimavejsich-videi-a-clanku-tydne-22-2020/</link>
		
		<dc:creator><![CDATA[Petr Čermák]]></dc:creator>
		<pubDate>Fri, 29 May 2020 10:34:16 +0000</pubDate>
				<category><![CDATA[Odkazy týdne]]></category>
		<category><![CDATA[akcie jihokorejských bank]]></category>
		<category><![CDATA[investice energetika]]></category>
		<category><![CDATA[koronavirus inflace]]></category>
		<category><![CDATA[Podpora ekonomiky EU]]></category>
		<category><![CDATA[SpaceX podcast]]></category>
		<category><![CDATA[stimulační balíčky EU]]></category>
		<category><![CDATA[zisky US firem 1Q2020]]></category>
		<guid isPermaLink="false">http://investicedoakcii.cz/?p=3779</guid>

					<description><![CDATA[<p>Přehled nejzajímavějších videí, článků, podcastů a infografik, které se v&#160;průběhu týdne neprobojovaly na stránky investicedoakcii.cz, ale i přesto si zaslouží vaši pozornost.&#160; Články: EU podpoří ekonomiku 750 mld. EUR Japonsko...</p>
<p>The post <a href="https://investicedoakcii.cz/prehled-nejzajimavejsich-videi-a-clanku-tydne-22-2020/">Přehled nejzajímavějších videí a článků týdne 22/2020</a> appeared first on <a href="https://investicedoakcii.cz">Investice do akcií</a>.</p>
]]></description>
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<p>Přehled nejzajímavějších videí, článků, podcastů a infografik, které se v&nbsp;průběhu týdne neprobojovaly na stránky investicedoakcii.cz, ale i přesto si zaslouží vaši pozornost.&nbsp;</p>



<p><strong><u>Články:</u></strong></p>



<ul class="wp-block-list"><li><a href="https://www.reuters.com/article/us-eu-budget-recovery/eu-to-unveil-massive-stimulus-plan-for-post-coronavirus-recovery-idUSKBN23238V">EU podpoří ekonomiku 750 mld. EUR</a></li><li><a href="https://www.reuters.com/article/us-health-coronavirus-japan-stimulus/japan-eyes-fresh-11-trillion-stimulus-to-combat-pandemic-pain-idUSKBN2323D3">Japonsko podpoří ekonomiku 1,1 bilionem USD</a></li><li><a href="https://www.bbc.com/news/business-52814074">Francie oznámila 8 mld. záchranný plán pro automobilový průmysl</a></li><li><a href="https://www.bloomberg.com/news/articles/2020-05-27/south-korean-bank-stocks-are-the-least-loved-equities-in-asia">Akcie jihokorejských bank jsou nejméně populárními akciemi v&nbsp;Asii</a></li><li><a href="https://www.bbc.com/news/business-52812709">IEA varuje – čeká nás rekordní pokles investic v&nbsp;sektoru energií</a></li></ul>



<p><strong><u>Názory:</u></strong></p>



<ul class="wp-block-list"><li><a href="https://www.pzena.com/volatility-wide-spreads-and-value-stock-returns/">Volatilita, rozšiřující se spready a výkonnost value akcií – value investor Richard Pzena</a></li><li><a href="https://a16z.com/2020/05/28/moats-before-gross-margins/">O konkurenční výhodě firmy</a></li><li><a href="https://am.jpmorgan.com/us/en/asset-management/institutional/insights/market-insights/market-updates/on-the-minds-of-investors/will-the-fed-cause-inflation/">Způsobí FED inflaci? (J.P.Morgan)</a></li><li><a href="https://www.dbresearch.com/servlet/reweb2.ReWEB?AbstractCut=250&amp;ColumnView=0&amp;ColumnViewRwd=0&amp;ColumnViewRwdFree=AT%2CDU2%2CTI%2CDA%2CT3%2CT1%2CT2%2CPE%2CNR%2CTE%2CDU1&amp;ColumnViewRwdStyle=gmlist4&amp;DocFolder=CURRENT%2CGERMANY%2CEUROPE%2CRPS_EN_GLOBAL%2CMISC_EN&amp;DocumentLanguage=EN&amp;DocumentLayout=%24%2BSTFI%2C-SHEO%2CMEKL%2CMPEK&amp;ElementCount=674&amp;ElementKey=PROD0000000000508542&amp;ExcludeIssue=PROD0000000000508542&amp;ExcludePeriodical=PROD0000000000451020%2CPROD0000000000489460%2CPROD0000000000506366&amp;Hits=12&amp;LayoutTypeResult=rpsResultPage&amp;LayoutTypeResult2=rpsResultAndFilter&amp;NoStandardPage=OFF&amp;OrderDirection=Desc&amp;OrderTerm=Date&amp;PageTitle=qAiYyHoE6ThbjG5YghL1MJPGvyIBWgHlCYE9en2fOlMG4zSzxVztR0I6GUL2lvni3UJ03rYoSj6ervLau9HVRUxYjq3yrXN%2FuxByOonZ1Hg%3D&amp;ProdCollection=+&amp;Property=7&amp;dateColumnFormat=7&amp;rfAjaxResult=false&amp;rfAjaxUserFiltersView=TI%2CT3%2CT1%2CT2%2CPE&amp;rfDocumentType=DOCU&amp;rwdspl=0&amp;rwnode=PROD0000000000435632&amp;rwobj=ReFIND.ReFindSearch.class&amp;rwsite=RPS_EN-PROD">Záchranný plán Evropy (Deutsche Bank)</a></li><li><a href="https://www.dbresearch.com/servlet/reweb2.ReWEB?AbstractCut=250&amp;ColumnView=0&amp;ColumnViewRwd=0&amp;ColumnViewRwdFree=AT%2CDU2%2CTI%2CDA%2CT3%2CT1%2CT2%2CPE%2CNR%2CTE%2CDU1&amp;ColumnViewRwdStyle=gmlist4&amp;DocFolder=CURRENT%2CGERMANY%2CEUROPE%2CRPS_EN_GLOBAL%2CMISC_EN&amp;DocumentLanguage=EN&amp;DocumentLayout=%24%2BSTFI%2C-SHEO%2CMEKL%2CMPEK&amp;ElementCount=674&amp;ElementKey=PROD0000000000508393&amp;ExcludeIssue=PROD0000000000508393&amp;ExcludePeriodical=PROD0000000000451020%2CPROD0000000000489460%2CPROD0000000000506366&amp;Hits=12&amp;LayoutTypeResult=rpsResultPage&amp;LayoutTypeResult2=rpsResultAndFilter&amp;NoStandardPage=OFF&amp;OrderDirection=Desc&amp;OrderTerm=Date&amp;PageTitle=2dtq3c3z1p6omOTZOSI3tD5GthFE6L%2FrLXQHt2hIE2GrhvHrh%2F84Sy8CSFIaPagQIKaW02bSl7wTX95%2BJ0zMRfYQu4uAx0ZiDsfKj0zvGo4%3D&amp;ProdCollection=+&amp;Property=7&amp;dateColumnFormat=7&amp;rfAjaxResult=false&amp;rfAjaxUserFiltersView=TI%2CT3%2CT1%2CT2%2CPE&amp;rfDocumentType=DOCU&amp;rwdspl=0&amp;rwnode=PROD0000000000435632&amp;rwobj=ReFIND.ReFindSearch.class&amp;rwsite=RPS_EN-PROD">Evropské banky a koronavirus (Deutsche Bank)</a></li><li><a href="https://www.dbresearch.com/servlet/reweb2.ReWEB?AbstractCut=250&amp;ColumnView=0&amp;ColumnViewRwd=0&amp;ColumnViewRwdFree=AT%2CDU2%2CTI%2CDA%2CT3%2CT1%2CT2%2CPE%2CNR%2CTE%2CDU1&amp;ColumnViewRwdStyle=gmlist4&amp;DocFolder=CURRENT%2CGERMANY%2CEUROPE%2CRPS_EN_GLOBAL%2CMISC_EN&amp;DocumentLanguage=EN&amp;DocumentLayout=SRBU%2CSTHT%2CSTXT%2CSCOH%2CSNAT%2CSNAB%2CSPEL%2CSPST%2CSPSB%2CSPT2%2CPPTP%2CSABL%2CSALI%2CSRIC%2CUHTM%2CSPWL%2CSTEF%2CSCFI%2CMEKL%2CMPEK&amp;ElementCount=148&amp;ElementKey=PROD0000000000507600&amp;ExcludeIssue=PROD0000000000507600&amp;ExcludePeriodical=PROD0000000000451020%2CPROD0000000000489460%2CPROD0000000000506366&amp;Hits=12&amp;LayoutTypeResult=rpsResultPage&amp;LayoutTypeResult2=rpsResultAndFilter&amp;NoStandardPage=ON&amp;OrderDirection=Desc&amp;OrderTerm=Date&amp;PageTitle=bM%2BIfLotVZieGWR9vKWam1zer75lFTHGWPGfwSojelf7ltixtKGookwJ2EEqr8yS0r1T2ZywqJNDr%2BumhwDUhA%3D%3D&amp;Periodical=PROD0000000000435632&amp;Property=7&amp;dateColumnFormat=7&amp;rfAjaxResult=false&amp;rfAjaxUserFiltersView=TI%2CT3%2CT1%2CT2%2CPE&amp;rfDocumentType=DOCU&amp;rfTitleIndexName=PROD0000000000435632_EN&amp;rwdspl=0&amp;rwnode=PROD0000000000435632&amp;rwobj=ReFIND.ReFindSearch.class&amp;rwsite=RPS_EN-PROD">Dopad krize na rozvahy bank v eurozóně (Deutsche Bank)</a></li></ul>



<p><strong><u>Research:</u></strong></p>



<ul class="wp-block-list"><li><a href="https://www.advisorperspectives.com/dshort/updates/2020/05/28/world-markets-update-may-28-2020">Světové akciové trhy – update k&nbsp;28.5.2020</a></li><li><a href="https://www.kkr.com/sites/default/files/KKR_White_Paper_58.pdf">Globální makroekonomické trendy &#8211; Další kapitola (Research KKR)</a></li><li><a href="https://research-center.amundi.com/page/Article/2020/06/Markets-scenarios-risks-June-2020">Tržní scénáře a rizika (Amundi)</a></li><li><a href="https://research-center.amundi.com/page/Publications/Cross-Asset/2020/Cross-Asset-Investment-Strategy-June-2020">Cross Asset Investment Strategy (Amundi)</a></li></ul>



<p><strong><u>Čtvrtletní komentáře:</u></strong></p>



<ul class="wp-block-list"><li><a href="https://static1.squarespace.com/static/5e8f1f2a9432801293f6439e/t/5e8f6c4e02b8fa04bead5904/1586457686283/GCAM+initial+letter+2020-03-27.pdf">Giverny Capital 1Q/2020</a></li><li><a href="https://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/5eca8463ab61810adcdeb952/1590330468201/Greenhaven+Road+Partners+Fund+%282020+Q1%29+Quarterly+Letter.pdf">Greenhaven Road Partners Fund 1Q/2020</a></li></ul>



<p><strong><u>Statistiky:</u></strong></p>



<ul class="wp-block-list"><li><a href="https://www.yardeni.com/pub/sp500analycons.pdf">S&amp;P 500 – Tržní konsenzus analytiků – Tržby, zisky a ziskové marže (27.5.2020)</a></li><li><a href="https://www.yardeni.com/pub/revearngrowthsquig.pdf">S&amp;P 500 sektory – Tržní konsenzus analytiků – Tržby a zisky (27.5.2020)</a></li><li><a href="https://www.yardeni.com/pub/valucbnew.pdf">S&amp;P 500 Valuace (28.5.2020)</a></li></ul>



<p><strong><u>Grafy:</u></strong></p>



<ul class="wp-block-list"><li><a href="https://www.zerohedge.com/s3/files/inline-images/market%20cap%20concentration%20highest%20ever.jpg?itok=z9eovpWt">Podíl 5 největších akcií na celkové tržní kapitalizaci indexu S&amp;P 500</a></li><li><a href="https://www.zerohedge.com/s3/files/inline-images/market%20breadth%20april%2026.jpg?itok=LHtAFRGp">Market breadth S&amp;P 500</a></li><li><a href="https://www.zerohedge.com/s3/files/inline-images/bifurcation%20in%20earnings%20by%20size.jpg?itok=3UcRPvW5">YoY vývoj tržeb a zisků dle velikosti firem</a></li><li><a href="https://www.zerohedge.com/s3/files/inline-images/tech%20earnings.jpg?itok=g7V0ozQS">Růst zisků technologických firem překonává již několik let ostatní sektory</a></li><li><a href="https://www.zerohedge.com/s3/files/inline-images/annual%20EPS%20JPM.jpg?itok=bPf5gD0o">Odhady zisků S&amp;P 500</a></li></ul>



<p><strong><u>Infografika:</u></strong></p>



<ul class="wp-block-list"><li><a href="https://insight.factset.com/earnings-insight-q1-20-by-the-numbers-infographic">Zisková sezóna v&nbsp;USA 1Q/2020</a></li><li><a href="https://www.visualcapitalist.com/the-road-to-recovery-which-economies-are-reopening-covid-19/">Cesta k&nbsp;obnově: Které ekonomiky se znovu otevírají?</a></li><li><a href="https://www.visualcapitalist.com/charting-the-rise-and-fall-of-the-global-luxury-goods-market/">Růst a pád globálního trhu s&nbsp;luxusním zbožím</a></li><li><a href="https://www.visualcapitalist.com/countries-reliant-tourism/">Země závislé na turismu</a></li></ul>



<p><strong><u>Podcast:</u></strong></p>



<ul class="wp-block-list"><li><a href="https://microcapclub.com/2020/05/ian-cassel-talks-microcaps-and-100-baggers-on-chain-reaction-podcast/">100-baggers a MicroCaps s&nbsp;Ianem Casselem</a></li><li><a href="https://overcast.fm/+FaxmmY8Jw">Historie a současnost společnosti SpaceX</a></li></ul>



<p><strong><u>Videa:</u></strong></p>



<ul class="wp-block-list"><li><a href="https://info.cfainstitute.org/73-cfa-institute-annual-virtual-conference.html?s_cid=eml_VirtualAC73_On-DemandRecording">Konference CFA Institute – Howard Marks, Aswath Damodaran a další</a></li><li>Divergence mezi ekonomikou a finančními trhy mne nepřekvapuje, vzkazuje Shiller</li></ul>



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<iframe title="Yale&#039;s Shiller Not Surprised by Divergence Between Markets, Economy" width="740" height="416" src="https://www.youtube.com/embed/QKGdK8zF3cs?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<ul class="wp-block-list"><li>Navigování v&nbsp;další kapitole krize – ekonom David Rosenberg</li></ul>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe title="Navigating The Next Chapter Of This Market Crisis: David Rosenberg &amp; Keith McCullough" width="740" height="416" src="https://www.youtube.com/embed/BeR94rz_WAY?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<ul class="wp-block-list"><li>Ředitel automobilky Daimler v&nbsp;pořadu Davida Rubensteina</li></ul>



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<iframe title="Daimler CEO Ola Källenius on The David Rubenstein Show" width="740" height="416" src="https://www.youtube.com/embed/dd9oC6j3IQU?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>
<p>The post <a href="https://investicedoakcii.cz/prehled-nejzajimavejsich-videi-a-clanku-tydne-22-2020/">Přehled nejzajímavějších videí a článků týdne 22/2020</a> appeared first on <a href="https://investicedoakcii.cz">Investice do akcií</a>.</p>
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