Najava izmjena u poreznom sustavu RH

02.09.2024

Ekonomske objave u tjednu iza nas zasjenila je najava izmjena u poreznom sustavu.

 

Najnovija porezna reforma, s primjenom od 1. siječnja 2025., donijet će svojevrsno uvođenje poreza na nekretnine (s izuzetkom oporezivanja nekretnina koje služe za stanovanje i trajni najam odnosno najam dulji od 9 mjeseci), daljnje povećanje neoporezivog dijela plaće i povećanje osobnog odbitka za uzdržavane članove i invalidnost te (privremeno) potpuno oslobađanje poreza na dohodak za osobe koje se iz inozemstva žele vratiti u Hrvatsku. Uz navedeno, najavljeno je podizanje praga za ulazak u sustav PDV-a s trenutnih 40 na 50 tisuća eura. Svi detalji trebali bi biti poznati danas, što će svakako u drugi plan staviti objavu Državnog zavoda za statistiku o kretanju industrijske proizvodnje za mjesec srpanj. Očekujemo i da će tijekom prve polovice rujna Vlada predstaviti rebalans proračuna.

Američke burze su posljednji radni dan u kolovozu zaključile u plusu. Na investitore ohrabrujuće djeluju podaci koji upućuju na otpornost gospodarstva, ali i daju prostora Fed-u za početak snižavanja kamatnih stopa u rujnu. U ovom bi tjednu podaci s tržišta rada mogli dati smjernice o intenzitetu snižavanja kamatnih stopa. Europski indeksi su s druge strane imali mješovitu izvedbu. Prinos na 10-godišnji Treasury je porastao 4bb na 3,91% jer dobri podaci iz gospodarstva također znače da Fed ne mora žuriti s popuštanjem ukoliko slabljenje inflacije ne bude išlo željenom dinamikom. Prinos na 10-godišnji Bund je porastao 1bb na 2,29%. Usporavanje inflacije u europodručju je učvrstilo očekivanja o dodatnom snižavanju kamatnih stopa ESB-a na sastanku u rujnu pa se tečaj EUR/USD spustio na 1,108 dolara za euro.

Domaći indeksi su trgovanje u petak zaključili sa suprotnim predznacima. CROBEX je minimalno oslabio (0,01%) na 2.944,16, dok je CROBEX10 nadodao 0,04% na 1.828,68 bodova. Niti jedno izdanje nije imalo promet veći od 100 tis. eura, a u fokusu je bila dionica Valamar Riviere s prometom od 96 tis. eura te je s rastom cijene od 1,16% bila jedna od vodećih dnevnih dobitnica.


 

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Overview of Raiffeisen recommendations:

 

Buy

Hold

Reduce

Sell

Suspended

Under review

No. of recommendations

1

4

1

0

1

0

% of all recommendations

14%

58%

14%

0%

14%

0%

Investment banking services

0

0

0

0

0

0

% all IB  services

0%

0%

0%

0%

0%

0%

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