Viernes 26/10/12 PBI, sentimiento del consumidor

[admin]

Eventos economicos

Viernes

GDP (PBI)
Sentimiento del consumidor

GDP
8:30 AM ET


Consumer Sentiment
9:55 AM ET

[admin]

Copper October 25,21:39
Bid/Ask 3.5565 - 3.5573
Change +0.0078 +0.22%
Low/High 3.5425 - 3.5587
Charts

Nickel October 25,21:39
Bid/Ask 7.3671 - 7.3739
Change +0.0565 +0.77%
Low/High 7.3083 - 7.3852
Charts

Aluminum October 25,21:39
Bid/Ask 0.8583 - 0.8591
Change +0.0023 +0.26%
Low/High 0.8551 - 0.8592
Charts

Zinc October 25,21:39
Bid/Ask 0.8254 - 0.8262
Change +0.0070 +0.86%
Low/High 0.8183 - 0.8275
Charts

Lead October 25,21:35
Bid/Ask 0.9129 - 0.9146
Change +0.0025 +0.27%
Low/High 0.9104 - 0.9155
Charts

[admin]

Asia-Pacific
Index Name Value Change % Change Time
Nikkei 225 9,058.84 +3.64 +0.04% 21:19:45
Hong Kong Hang Seng Index 21,847.70 +37.47 +0.17% 21:25:30
S&P/ASX 200 4,496.40 -10.00 -0.22% 21:24:06

[admin]

Treasurys Price Chg Yield %
2-Year Note 1/32 0.316
10-Year Note 2/32 1.824
* at close

9:32 p.m. EDT 10/25/12Futures Last Change Settle
Crude Oil 86.10 0.05 86.05
Gold 1714.3 1.3 1713.0
E-mini Dow 13018 -38 13056
E-mini S&P 500 1403.50 -4.75 1408.25

9:43 p.m. EDT 10/25/12Currencies Last (mid) Prior Day †
Japanese Yen (USD/JPY) 80.16 80.29
Euro (EUR/USD) 1.2949 1.2934
† Late New York trading.

[admin]

Los precios del consumidor caen en Japon.

[admin]

El yen terminara la semana a la baja.

[admin]

Credit Suisse esta interesado en abrir su propio exchange. De lograrlo seria el unico banco de Wall Street duenio de un exchange.

[admin]

El iPhone brilla, pero el iPad no.

AAPL gano cierto momentum en el cuarto trimeste, vendiendo mas iPhones de lo que se anticipan mientras nacian preocupaciones acerca del iPad.

Las utilidades subieron 24% pero los resultados fueron menores a lo que se esperaba.

Vendieron 26.9 millones de iPhones 5 o 58% mas que el anio pasado, los analistas esperaba que vendieran entre 24 millones y 26 millones.
iPhone Shines But iPad Dims
By JESSICA E. LESSIN And IAN SHERR
Apple Inc. AAPL -1.18%regained some momentum in its fourth quarter, selling more iPhones than expected while triggering some concerns about the iPad.

Apple's fourth-quarter earnings climbed 24%, but results fell short of expectations with a slowdown of iPhone sales and lower-than-expected iPad shipments.

But the results ratcheted up the pressure on the company for the current holiday quarter. The company is preparing to market a new set of products and is grappling with making enough iPhones.

Apple said it sold 26.9 million iPhones, up 58% from the year-earlier period and above analyst predictions of between 24 million and 26 million. The quarter, which ended Sept. 29, included about a week of sales of Apple's new iPhone 5. Apple sold 14 million iPads, up 26% from last year but below many estimates.

Overall, the company's revenue rose 27% in the quarter ending in September, while profit rose 24%. But the iPhone numbers, slightly higher than analysts were expected, weren't enough for investors to cheer. Also weighing on them: lower-than-expected iPad sales and concerns about the company's profit margins. Apple issued revenue guidance for the quarter ending in December of $52 billion, about $3 billion below analysts' expectations.

.Apple shares were flat at $609 in after-hours trading Thursday on the Nasdaq Stock Market NDAQ +1.21%. The company's shares have retreated from their high of $705.07 amid questions about iPhone supply.

The results leave investors and analysts looking to the holiday quarter for more clarity about whether Apple can keep up its streak. Apple Chief Executive Tim Cook attributed the lower-than-expected iPad sales to consumers waiting for the iPad Mini, which was widely rumored.

"There are no secrets anymore at Apple," said Brian Marshall, an analyst at ISI Group, who also said consumers appeared to have been holding back iPad purchases during the quarter.

While new questions emergedaround the iPad, the iPhone remains Apple's most critical and closely watched product. Apple hopes the iPhone 5 will help it reclaim the No. 1 spot in smartphone sales from Samsung Electronics Co. 005930.SE +1.69%
Enlarge Image

Close.Mr. Cook said on a call with analysts that demand for the new iPhone is extremely robust. "We are in a significant state of backlog right now," he said, adding that the company's output has "improved significantly since earlier this month."

The five-year-old iPhone remains the engine of growth for the company, representing 47.6% of sales in the quarter. The device also has broader strategic significance. Apple relies on iPhone users' loyalty to drive sales of iPads and Macs.

But one of the wild cards for the coming quarter will be the success of the iPad Mini, which was announced on Tuesday and goes on sale next week. Apple also unveiled a new full-size iPad, a new MacBook Pro and a new iMac.

Amazon.com Inc., AMZN -2.44%Samsung Electronics Co., and Google Inc. GOOG +0.07%offer cheaper tablets just a little smaller than the iPad Mini. But analysts predict there are a sizable number of consumers who want an iPad but were unwilling to pay the larger model's $499 starting price.

Analysts say the company could sell 10 million or so iPad Minis by the end of the year, if they can make enough. Analysts have blamed supply-chain problems for lower-than-expected initial iPhone 5 sales of five million in the opening weekend.

Another big question for the current quarter is how Apple's plans to introduce both a new iPad Mini and a new full-size iPad in the current quarter may affect its margins. The iPad Mini's gross margins are 24% and below roughly 30% for current iPad and iPod Touch, according to Sanford Bernstein.

Mr. Cook acknowledged on the call that it is unusual for the company to have so many products moving at once. "This is the most prolific period in our history in terms of new product introduction and innovation," he said.

He expressed little concern when asked about competitors, as usual. Mr. Cook described Microsoft Corp.'s MSFT -0.08%Surface tablet, which goes on sale Friday, as "a fairly compromised, confusing product" that aims to do too much. "I suppose you could design a car that flies and floats, but I don't think it would do all of those things very well."

Apple said it sold 4.9 million Macs in the quarter, up 1% from the same quarter last year. The declines in sales of iPod music players continued. The company sold 5.3 million iPods, down 19% from the year-ago quarter. International sales represented 60% of sales, compared with 62% in the company's third quarter.

Overall, Apple said net income for the quarter ended Sept. 29 came to $8.22 billion, or $8.67 a share, up from $6.62 billion, or $7.05 a share, a year earlier. Revenue rose to $35.97 billion from $28.27 billion. In July, the company forecast earnings of $7.65 a share on revenue of about $34 billion. Analysts most recently projected $8.75 a share and $35.8 billion, respectively.

[admin]

Los futures del Dow Jones 42 puntos a la baja.

El Hang Seng -0.27%

Au up 1,713.84

Australia -0.22%

Euro up1 .2954

El Nikkei +0.01%, Korea -0.75%

Yen up 80.17

[admin]

La tormenta que nos azotara la proxima sema sera la mas fuerte en 100 anios. Que miedo!

[admin]

Importante el indicador maniana: se espera que el GDP haya subido 1.8%

Tomorrow’s Tape: Just One Headliner, But It’s A Biggie

By Paul Vigna
Economics

Third-Quarter real GDP (first read) (8:30 a.m. ET): Seen at 1.8%, after notching 1.3% growth in second quarter.

October Reuters/UMich Consumer Sentiment Survey (final) (9:55): Seen at 83.1, matching preliminary reading.

Earnings

American Axle AXL +0.61%, Arch Coal, Comcast, Goodyear Tire, KKR, Lear, Legg Mason, LifePoint Hospitals, Merck Moody's MCO +1.17%Newell Rubbermaid NWL -0.84%, Pilgrim’s Pride, Rockwell Collins, Ventas Weyerhaeuser WY -0.94%
For more MarketBeat and other streaming markets coverage from The Wall Street Journal, point your mobile browser to wsj.com/marketspulse

[Carlos38]

Futuros en Energia
PRICE* CHANGE % CHANGE TIME
BRENT CRUDE FUTR (USD/bbl.) 107.870 -0.620 -0.57% 06:41
GAS OIL FUT (ICE) (USD/MT) 942.500 0.500 0.05% 06:41
HEATING OIL FUTR (USd/gal.) 305.410 -0.800 -0.26% 06:41
NATURAL GAS FUTR (USD/MMBtu) 3.405 -0.029 -0.84% 06:41
GASOLINE RBOB FUT (USd/gal.) 266.860 -0.780 -0.29% 06:41
WTI CRUDE FUTURE (USD/bbl.) 85.250 -0.800 -0.93% 06:40

[Carlos38]

Futuro en Metales
PRICE* CHANGE % CHANGE TIME
COPPER FUTURE (USd/lb.) 352.550 -2.500 -0.70% 06:41
GOLD 100 OZ FUTR (USD/t oz.) 1,704.200 -8.800 -0.51% 06:40
HKMEx GOLD (USD/t oz.) 1,704.500 -14.700 -0.86% 05:42
SILVER FUTURE (USD/t oz.) 31.700 -0.378 -1.18% 06:42
HKMEx SILVER (USD/t oz.) 32.120 0.000 0.00% 05:44

[Carlos38]

Un analisis interesante de C:
•Citigroup had its “neutral” rating reaffirmed by analysts at Zacks. They now have a $38.00 price target on the stock. Zacks‘ analyst wrote, “Citigroup Inc. reported impressive third quarter 2012 results. Earnings per share came in at $1.06 for the quarter, comfortably surpassing the Zacks Consensus Estimate of $0.98 and the year-ago quarter’s earnings of $0.84 per share. Positive results were driven by lower loan loss provisions, higher Global Consumer Banking revenues and a drop in expenses. Notably, results in the reported quarter were impacted by credit valuation adjustment (CVA) and debt valuation adjustment (DVA) as well as by loss related to Morgan Stanley Smith Barney (MSSB) joint venture. Citigroup’s underlying franchises of the consumer businesses have remained strong, but revenues have continuously been under pressure for the past several quarters. Considering the tepid economic recovery, we believe that robust top-line expansion will remain elusive in the near term. After reviewing the results, we are maintaining our Neutral recommendation on the shares.”

[admin]

El cambio de CEO en C fue fundamental, el banco va a mejorar. Especialmente si se logra botar a la basura la nueva regulacion de Obama, eso ocurriria en el caso de que Romney gane. La banca se beneficiaria mucho con el nuevo gobierno, el otro sector va a ser energia.