Lunes 04/06/12 Ordenes de fabricas

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Lunes 04/06/12 Ordenes de fabricas

Notapor admin » Dom Jun 03, 2012 11:12 am

Lunes

Eventos economicos

Ordenes de fabricas
Subasta de bonos

Entre los mas importantes de la semana tenemos el ISM no manufacturero el Martes, la productividad y costos, el libro beige del Fed el Miercoles, los seguros de desempleo, habla Bernanke y el credito del consumidor el Jueves, comercio internacional y la balanza comercial el Viernes.

Factory Orders
10:00 AM ET


4-Week Bill Announcement
11:00 AM ET


3-Month Bill Auction
11:30 AM ET


6-Month Bill Auction
11:30 AM ET


ICSC-Goldman Store Sales
7:45 AM ET


Redbook
8:55 AM ET


Ceridian-UCLA PCI
9:00 AM ET


ISM Non-Mfg Index
10:00 AM ET


4-Week Bill Auction
11:30 AM ET

James Bullard Speaks
2:15 PM ET


Richard Fisher Speaks
7:00 PM ET


Charles Evans Speaks
7:30 PM ET



MBA Purchase Applications
7:00 AM ET

Dennis Lockhart Speaks
8:15 AM ET



Productivity and Costs
8:30 AM ET

Daniel Tarullo Speaks
10:00 AM ET



EIA Petroleum Status Report
10:30 AM ET


Beige Book
2:00 PM ET

Dennis Lockhart Speaks
2:15 PM ET



Treasury STRIPS
3:00 PM ET

John Williams Speaks
3:30 PM ET


Janet Yellen Speaks
7:00 PM ET


Weekly Bill Settlement


Jobless Claims
8:30 AM ET


Bloomberg Consumer Comfort Index
9:45 AM ET

Ben Bernanke Speaks
10:00 AM ET



Quarterly Services Survey
10:00 AM ET


EIA Natural Gas Report
10:30 AM ET

Dennis Lockhart Speaks
11:00 AM ET



3-Month Bill Announcement
11:00 AM ET


6-Month Bill Announcement
11:00 AM ET


3-Yr Note Announcement
11:00 AM ET


10-Yr Note Announcement
11:00 AM ET


30-Yr Bond Announcement
11:00 AM ET

Narayana Kocherlakota Speaks
1:15 PM ET



Consumer Credit
3:00 PM ET

Richard Fisher Speaks
3:30 PM ET



Fed Balance Sheet
4:30 PM ET


Money Supply
4:30 PM ET

Narayana Kocherlakota Speaks




International Trade
8:30 AM ET


Wholesale Trade
10:00 AM ET
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Re: Lunes 04/06/12 Ordenes de fabricas

Notapor admin » Dom Jun 03, 2012 11:19 am

El mercado todavia seguira bajo el efecto del reporte del empleo por algun tiempo.

Atencion a los eventos de los bancos centrales esta semana, el Miercoles se reune el ECB para determinar los intereses y el Jueves Bernanke testifica en el Congreso a las 10 a.m.

Next Week’s Tape: Jobs Report Taint Will Linger

By Kathleen Madigan and Paul Vigna

The taint of this morning’s jobs report isn’t going to go away any time soon.

Reports due out next week on the service sector, jobless claims and foreign trade are expected to continue the drumbeat of economic weakness.

The softness will follow Friday’s disappointing May payrolls report that showed only 69,000 new jobs added last month.

Given the drubbing the markets took from the jobs report, attention will naturally turn to the central banks, and there are two headline events on this front. Wednesday, the ECB meets to set interest rates, and Thursday, Fed Chairman Ben Bernanke testifies to Congress.

The data calendar’s light. Leading the reports will be the Institute for Supply Management’s May survey of nonmanufacturers, mostly service firms, scheduled for Tuesday. Economists surveyed by Dow Jones Newswires expect the top-line purchasing managers’ index to slow to 53.2 from 53.5 in April.

Economists will also want to see how jobless claims performed in the week ending June 2, due on Thursday. Filings unexpectedly jumped 10,000 to 383,000 in the May 26 week, and the median forecast expects the claims to fall only a bit to 378,000.

On Friday, the Commerce Department will report the U.S. trade deficit.

Economists expect the trade gap to narrow to $49.5 billion in April, from $51.8 billion in March, helped by cheaper imported oil. Within the details of the report, economists will look to see whether the recessions in Europe and slowdowns in Asia have reduced U.S. export growth.

Monday:

Economics:

April factory orders (10 a.m.): seen flat after falling 1.5% in March.

Earnings:

Dollar General

Tuesday:

Economics:

May ISM services PMI (10 a.m.): seen slipping to 53.2 from 53.5 in April.

Earnings:

United Natural Foods, Walgreen (monthly), Christopher & Banks, Bob Evans

Wednesday:

Economics:

ECB governing council decision on rates

First-quarter productivity, revised (8:30 a.m.): seen down 0.8% (initial estimate -0.5%)

First-quarter unit labor costs, revised (8:30): seen up 2.2% (initial estimate 2%)

Earnings:

Hovnanian, Pep Boys, Men’s Warehouse, Brown-Forman, Annie’s

Thursday:

Economics:

Fed Chairman Bernanke testifies to Congressional Joint Economic Committee, 10 a.m.

Weekly jobless claims (8:30): seen down 5,000, to 378,000.

April Consumer credit (3 p.m.): Seen up $10 billion, after rising $21.4 billion in March.

Earnings:

Lululemon, Quiksilver, Ride Aid (monthly), J.M. Smucker

Friday:

Economics:

April Trade Deficit (8:30 a.m.): seen narrowing to $49.5 billion, from $51.8 billion in March.

April wholesale inventories (10): seen up 0.5%, after rising 0.3% in March.

Earnings:

Piedmont Natural Gas, Ferrelgas, McDonald’s (monthly)

Next Week's Tape
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Re: Lunes 04/06/12 Ordenes de fabricas

Notapor admin » Dom Jun 03, 2012 11:21 am

Asi quedo todo el Viernes. Horrible:

Treasurys Price Chg Yield %
2-Year Note* 1/32 0.254
10-Year Note* 31/32 1.457
* at close

5:14 p.m. EDT 06/01/12Futures Last Change Settle
Crude Oil 83.26 -3.27 83.23
Gold 1627.6 63.4 1622.1
E-mini Dow 12103 -280 12103
E-mini S&P 500 1273.75 -35.50 1274.00

5:30 p.m. EDT 06/01/12Currencies Last (mid) Prior Day †
Japanese Yen (USD/JPY) 78.02 77.99
Euro (EUR/USD) 1.2435 1.2435
† Late Friday in New
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Re: Lunes 04/06/12 Ordenes de fabricas

Notapor admin » Dom Jun 03, 2012 11:29 am

La industria no manufacturera se desacelero a menor ritmo en un anio, el PMI no manufacturero cayo a 55.2 de 56.1 en Abril. Las industrias no manufactureras son el 40% de la economia China.

Los servicios son el 43% de la economia de China.

Signos claros que la economia de China esta perdiendo momento.

China’s Non-Manufacturing Industries Grow at Slower Pace
By Bloomberg News - Jun 3, 2012 12:00 PM ET

China’s non-manufacturing industries expanded at the slowest pace in more than a year, as export orders declined and weakness in real estate countered strength in retailing and leasing, an official survey indicated.

The purchasing managers’ index fell to 55.2 in May from 56.1 in April, the National Bureau of Statistics and China Federation of Logistics and Purchasing said in statements yesterday in Beijing. That’s the lowest reading since March 2011 when the federation started seasonally adjusting the data.

Non-manufacturing industries, including construction, account for about 40 percent of China's economy.

The report adds to evidence of slower growth in the world’s second-biggest economy as Europe’s debt crisis crimps overseas demand and government curbs on real estate feed through to more industries. A Chinese manufacturing index had the weakest reading in five months in May, federation data last week showed, helping push Brent crude below $100 a barrel for the first time in almost eight months.

Yesterday’s index “was still at a relatively high level of 55.2 which is in line with the general trend of steady growth in non-manufacturing industries,” Cai Jin, a federation vice chairman, said in a statement. “Market demand remains steady and reflects the structural changes in our country’s economy.”

Service industries now account for 43 percent of the economy, the federation said in yesterday’s statement. That compares with almost 90 percent in the U.S. Under China’s current five-year plan, the government aims to raise the share of services in gross domestic product to 47 percent by 2015, according to a Xinhua news agency report on May 28.

Government Support
U.S. and European (SXXP) stocks fell for the fourth week in five as weaker-than-estimated manufacturing output in the U.S. and China plus record unemployment in the euro area heightened concerns the global economy is slowing.

The benchmark Shanghai Composite Index rose for the first time in four weeks on speculation the government will take steps to boost the economy after a manufacturing PMI compiled by the statistics bureau and logistics federation expanded at the slowest pace since December.

The 50.4 reading for May was barely above the 50 mark that divides expansion from contraction and compared with a 52.0 median estimate in a Bloomberg News survey of 27 economists. A separate gauge from HSBC Holdings Plc and Markit Economics released the same day showed a seventh straight contraction, the longest since the global financial crisis.

Weak Momentum
The manufacturing surveys present “clear signs of weak economic growth momentum,” China International Capital Corp. analysts led by Beijing-based Peng Wensheng said in a June 1 note. “The National Development and Reform Commission has recently expedited project approvals but whether this can effectively stabilize investment and GDP growth still depends on monetary and credit policies.”

The economists forecast two to three more cuts in banks’ reserve requirements this year and estimate a reduction in benchmark lending rates is likely “in the near term.”

Premier Wen Jiabao and the State Council, or Cabinet, warned last month that the economy faces increasing downward pressure. They pledged to put a greater focus on growth and “actively” raise domestic demand.

The government announced new subsidies to boost sales of energy-saving household appliances including refrigerators and washing machines after the expiry of a previous program last year. Gome Electrical Appliances Holding Ltd., China’s second- biggest electronics retailer, said May 25 its first-quarter net income slumped 88 percent from a year earlier as the end of the incentives led to a drop in consumer demand.

Growth Slowdown
The government is also stepping up approvals for infrastructure and corporate investment projects to counter the economic slowdown that Credit Suisse Group AG estimates will push growth down to 7 percent or “slightly below” this quarter compared with a year earlier. Expansion moderated to 8.1 percent in the first three months of the year, the fifth straight quarterly slowdown.

The National Development and Reform Commission said on May 25 it gave Baosteel Group Corp., the parent of China’s largest listed steelmaker, approval for an $11 billion plant more than seven years after the project was conceived.

Inflation indicators in both the non-manufacturing and manufacturing PMIs declined in May, giving policy makers more room to implement stimulus to combat the slowdown. Consumer prices rose 3.4 percent in April from a year earlier, below the government’s 4 percent target for 2012 for the third month.

‘Obvious’ Decline
A gauge of input prices in yesterday’s survey fell to 53.6 from 57.9 in April, while an index measuring prices charged for goods contracted, showing a below-50 reading for the first time this year, according to a statement from the statistics bureau. The official manufacturing PMI showed input prices contracting for the first time since December.

The “obvious” decline in prices “could take some pressure off inflation,” Cai said in the federation’s statement.

The non-manufacturing PMI is based on a survey of about 1,200 companies covering 27 industries including construction, transport and telecommunications. The federation and statistics bureau started publishing a seasonally adjusted index for the non-manufacturing PMI from the March survey, and revised readings back to March 2011.

A separate services industries gauge will be released by HSBC and Markit tomorrow.

--Zhou Xin, Liza Lin. With assistance
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Re: Lunes 04/06/12 Ordenes de fabricas

Notapor admin » Dom Jun 03, 2012 5:33 pm

5:00 p.m. EDT 06/01/12Treasurys
    Price Chg Yield %
2-Year Note*   1/32 0.254
10-Year Note*   31/32 1.457
* at close
6:20 p.m. EDT 06/03/12Futures
  Last Change Settle
Crude Oil 82.81 -0.42 83.23
Gold 1623.0 0.9 1622.1
E-mini Dow 12054 -49 12103
E-mini S&P 500 1268.75 -5.25 1274.00
6:30 p.m. EDT 06/03/12Currencies
  Last (mid) Prior Day †
Japanese Yen (USD/JPY) 78.20 77.99
Euro (EUR/USD) 1.2424 1.2435
† Late Friday in New York.
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Re: Lunes 04/06/12 Ordenes de fabricas

Notapor Comodoro » Dom Jun 03, 2012 6:25 pm

Los graficos del dia, :D
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Re: Lunes 04/06/12 Ordenes de fabricas

Notapor admin » Dom Jun 03, 2012 6:28 pm

5:00 p.m. EDT 06/01/12Treasurys
    Price Chg Yield %
2-Year Note*   1/32 0.254
10-Year Note*   31/32 1.457
* at close
7:10 p.m. EDT 06/03/12Futures
  Last Change Settle
Crude Oil 82.92 -0.31 83.23
Gold 1624.1 2.0 1622.1
E-mini Dow 12012 -91 12103
E-mini S&P 500 1265.75 -8.25 1274.00
7:27 p.m. EDT 06/03/12Currencies
  Last (mid) Prior Day †
Japanese Yen (USD/JPY) 78.16 77.99
Euro (EUR/USD) 1.2403 1.2435
† Late Friday in New York.
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Re: Lunes 04/06/12 Ordenes de fabricas

Notapor admin » Dom Jun 03, 2012 6:29 pm

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Re: Lunes 04/06/12 Ordenes de fabricas

Notapor admin » Dom Jun 03, 2012 6:31 pm

Europa evalúa medidas para mayor integración fiscal
domingo 3 de junio de 2012 12:11 GYT Imprimir [-] Texto [+]
Por Noah Barkin y Daniel Flynn

BERLIN/PARIS (Reuters) - Cuando Jean-Claude Trichet llamó en junio pasado a la creación de un Ministerio de Finanzas europeo con poder sobre los presupuestos nacionales, la idea parecía caprichosa, un sueño distante que tomaría años e incluso décadas para convertirse en realidad, si es que alguna vez se concretaba.

Un año después, con la crisis de deuda de la zona euro amenazando con dividir al bloque, Alemania presiona a sus socios precisamente para adoptar ese tipo de medidas hacia la integración fiscal que el ahora ex presidente del Banco Central Europeo tenía en mente.

Tras el poco éxito de su "compacto fiscal" sobre disciplina presupuestaria, la canciller alemana Angela Merkel presiona por medidas mucho más ambiciosas, entre las que se incluye una autoridad central para manejar las finanzas de la zona euro, y la creación de grandes poderes para la Comisión Europea, el Parlamento Europeo y la Corte Europea de Justicia.

También busca un enfoque europeo coordinado hacia una reforma de los mercados laborales, los sistemas de seguridad social y políticas tributarias, dijeron funcionarios alemanes.

Hasta que los estados acepten esas medidas y la inédita reducción de soberanía que suponen, funcionarios dijeron que Berlín se opondrá a considerar otras iniciativas, como la emisión conjunta de bonos de la zona euro o una "unión bancaria", con garantías de depósitos comunes; medidas que dice sólo podrán adoptarse en una segunda ronda.

La meta es que los líderes de la Unión Europea acuerden desarrollar un mapa de ruta hacia la "unión fiscal" en una cumbre del 28 y 29 de junio, donde altos funcionarios europeos, entre los que se cuentan el presidente del Consejo Europeo, Herman Van Rompuy, presentarán una serie de propuestas iniciales.

Los países europeos desarrollarán el plan durante la segunda mitad del 2012, según dijeron a Reuters varias fuentes europeas, incluyendo un calendario para reformar los tratados de la UE, una medida que Berlín considera vital para establecer una integración más cercana.

"La pregunta fundamental es relativamente simple. ¿Nuestros socios realmente quieren más Europa, o sólo quieren más dinero alemán?", dijo un funcionario gubernamental en Berlín.

Si los países europeos siguen adelante, las medidas representarían el salto de política más grande desde que acordaron abandonar sus divisas nacionales y ceder control sobre su política monetaria 13 años atrás.

Sin embargo, los obstáculos son gigantescos.

"El mundo no se acaba, en cambio, se siente como si estuviéramos en el umbral de otra gran medida de integración europea", dijo Erik Nielsen, jefe economista de Unicredit.

"¿Pero por qué estas iniciativas sólo se dan cuando estamos al borde del precipicio, donde el riesgo de un accidente es mucho más alto?", agregó.

España, cuyos problemas bancarios le han hecho estar en el blanco de los mercados financieros, señaló el fin de semana que estaba de acuerdo con un elemento clave del plan.

El presidente del Gobierno español, Mariano Rajoy, apoyó la creación de una nueva autoridad fiscal para todas las naciones del euro con las características esbozadas por Trichet en su discurso del año pasado en Aachen, Alemania.

No obstante, otros estados que incluyen a Francia -el segundo miembro más grande del bloque-, tienen profundas reservas respecto a ceder tanta soberanía.
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Re: Lunes 04/06/12 Ordenes de fabricas

Notapor admin » Dom Jun 03, 2012 8:48 pm

-105

Euro down 1.2392

El Asia en rojo

El Hang Seng -2.22%, Australia -1.73%, el Shanghai -1.27%,

Oil down 82.28
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Re: Lunes 04/06/12 Ordenes de fabricas

Notapor admin » Dom Jun 03, 2012 8:49 pm

Au down 1,616

Ag down 28.32

El Nikkei -2.02%
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Re: Lunes 04/06/12 Ordenes de fabricas

Notapor admin » Dom Jun 03, 2012 8:49 pm

Yen down 78.15
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Re: Lunes 04/06/12 Ordenes de fabricas

Notapor admin » Dom Jun 03, 2012 8:50 pm

Brent down 97.81
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Re: Lunes 04/06/12 Ordenes de fabricas

Notapor admin » Dom Jun 03, 2012 8:50 pm

Copper June 01,14:01
Bid/Ask 3.3405 - 3.3416
Change +0.0002 +0.01%
Low/High 3.3402 - 3.3416
Charts

Nickel June 01,14:01
Bid/Ask 7.2654 - 7.2858
Change +0.0159 +0.22%
Low/High 7.2495 - 7.2904
Charts

Aluminum June 01,14:01
Bid/Ask 0.8710 - 0.8719
Change -0.0007 -0.08%
Low/High 0.8710 - 0.8719
Charts

Zinc June 01,14:00
Bid/Ask 0.8562 - 0.8569
Change -0.0003 -0.04%
Low/High 0.8562 - 0.8569
Charts

Lead June 01,14:00
Bid/Ask 0.8557 - 0.8564
Change -0.0003 -0.04%
Low/High 0.8557 - 0.8570
Charts
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Re: Lunes 04/06/12 Ordenes de fabricas

Notapor admin » Dom Jun 03, 2012 9:23 pm

Futures cu down 3.27

-95

Yields up 1.47%

El Asia mas del 2% a la baja.
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