Jueves 23/08/12 PMI, ordenes bienes duraderos

Los acontecimientos mas importantes en el mundo de las finanzas, la economia (macro y micro), las bolsas mundiales, los commodities, el mercado de divisas, la politica monetaria y fiscal y la politica como variables determinantes en el movimiento diario de las acciones. Opiniones, estrategias y sugerencias de como navegar el fascinante mundo del stock market.

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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor admin » Jue Ago 23, 2012 9:47 am

GUESS -18.77%

-64.58
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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor admin » Jue Ago 23, 2012 10:20 am

-72.17
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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor admin » Jue Ago 23, 2012 10:25 am

-74
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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor admin » Jue Ago 23, 2012 10:40 am

-86.92
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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor admin » Jue Ago 23, 2012 10:41 am

OIl up 97.69

Yields down 1.67%

Au up 1,674

Ag up 30.67

-88.23
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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor admin » Jue Ago 23, 2012 10:41 am

Yen up 78.44

VIX up 15.75
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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor admin » Jue Ago 23, 2012 11:01 am

Otro signo de que las cosas en China se estan deteriorando mas

---------

El mercado laboral se endurece

Los recortes de empleo en China parecen estan en aumento, poniendo dudas en un sector que ha sido resistente y una luz billante a pesar de la desaceleracion de la segunda economia del mundo.

L aultima senial vino el Jueves cuando la actividad fabril y la contratacion de empleo se debilito. EL PMI de China fue 47.8 en Agosto bajo de 49.3 en Julio, continuando una racha de 10 meses de resultados debajo de 50 que indica contraccion.
China's Labor Market Tightens

By TOM ORLIK
BEIJING—Job cuts in China appear to be on the rise, dimming prospects for a labor market that has been a resilient bright spot amid a slowdown in the world's second-largest economy.

The latest sign came on Thursday, when preliminary gauges of August factory activity and hiring showed continued weakness. The HSBC China Manufacturing Purchasing Managers' Index dipped to 47.8 for August from July's 49.3, continuing a 10-month string of results below the 50 level that separates growth from contraction.

Behind weak activity: a slowdown in trade and shrinking real-estate investment. China's exports grew just 1% in the year to July, and exports from coastal hot spots such as the city of Shanghai and the provinces of Jiangsu and Zhejiang contracted.

Meanwhile, an August reading of 47.7 in the PMI survey's employment subindex, unchanged from July, shows firms shedding workers for the sixth consecutive month.

The results follow sporadic reports of job cuts in some parts of the country.

"Anecdotal evidence suggests that an increasing number of coastal enterprises are laying off workers or closing down factories," HSBC economists said in a note. "It is time for Beijing to focus more squarely on the job market."

More
China Manufacturing Slows
.There are also some signs that labor unrest is on the rise. China Labour Bulletin, a nongovernmental organization that tracks collective action by Chinese workers, recorded 37 incidences of worker strikes and protests in July, roughly double the number in January, with more actions over unpaid wages.

Third-quarter economic data so far suggest China's first-half slowdown is continuing, increasing pressure on policy makers to increase lending or boost government spending to rekindle growth.

Judging the true state of China's labor market is difficult. So far the weakness appears to be well short of the job losses that followed the global financial crisis, which saw as many as 20 million unemployed migrant workers head back to their home towns—a major factor in prompting a massive stimulus spending program by Beijing.

Other gauges suggest many firms are still hiring, albeit it at a slower pace.

At a government labor exchange in the center of Beijing on Thursday, there was little sign of anxiety among those looking for work. Lin Wei, a recent graduate from China University of Petroleum, was looking for a first job in civil engineering. "I have only been looking for a week but there seems to be a number of opportunities," she said.

Song Guibo, a human-resources manager at Vanke Management Services, was at the exchange to fill vacancies for security guards, receptionists, and cleaners. His main complaint was a shortage of workers. "We mainly employ migrant workers, and they can get higher wages in the provinces now, so not so many are coming to Beijing" said Mr. Song.

The Chinese government publishes numbers on unemployment, which shows the rate at 4.1% in the second quarter, unchanged from the end of 2010. But economists widely regard the figure as unreliable, partly because it does not measure joblessness among migrant workers.

Analysts say that unemployment may lag changes in the economy. A new labor law, which came into force in 2008 and makes it costly to fire workers, and concern about a shortage of workers when growth picks up mean firms are reluctant to let workers go.

A shoe-factory owner in the eastern city of Wenzhou who gave his name as Mr. Mao said that new labor regulations make it difficult for him to lay off any of his 800 workers. "We don't fire them, they fire us," he said, referring to a practice in which migrant workers hop between factories based on where orders and wages were strongest.

"The problem with the generation of workers born after the 1980s is that they are not able to eat bitterness," he said. "They are not as hard working as their parents."

Chen Shao, China analyst at Macquarie, says that factory owners he visited on a recent trip to Fujian were hanging on to workers to avoid losing face. "They don't want to signal to competitors or creditors that they are in difficulty," he said.

Guo Sheng, the chief executive officer of recruitment website Zhaopin.com, said that growth in the number of jobs advertised on the website had slowed sharply, from 77% growth in 2011 to 17% growth in 2012. "The bad news is that growth in job opportunities has slowed, the good news is there is still growth," he said.

He also sees signs that the slowdown in China's growth was denting wage increases. "At the end of 2011 and the beginning of 2012 wages were rising at around 15% to 20% a year," he said. "From the second quarter we are seeing slowing growth and falling inflation reducing wage increases."
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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor admin » Jue Ago 23, 2012 11:02 am

Au up 1,675

Euro up 1.2578

Oil up 97.69

-78.67

VIX up 15.75
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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor admin » Jue Ago 23, 2012 11:21 am

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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor jonibol » Jue Ago 23, 2012 11:22 am

La mala data de China ha hecho especular nuevas medidas de estímulo, tanto fiscal como monetario.
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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor jonibol » Jue Ago 23, 2012 11:23 am

RIO Alto Mining en máximos históricos. Es el mejor papel de Lima
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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor admin » Jue Ago 23, 2012 11:24 am

Canada
S&​P/​TSX COMPOSITE INDEX 12,094.43 -24.57
(-0.20%) 12:01
S&​P/​TSX EQUITY INDEX 12,417.25 -26.62
(-0.21%) 11:55
S&​P/​TSX 60 INDEX 689.32 -2.56
(-0.37%) 11:56
S&​P 500/​TORONTO STOCK EXCHANGE VENTURE COMPOSITE INDEX 1,249.95 +4.28
(0.34%) 11:56
Mexico
MEXICAN STOCK EXCHANGE MEXICAN BOLSA IPC INDEX 39,912.75 -114.38
(-0.29%) 12:00
MEXICAN STOCK EXCHANGE INMEX INDEX 2,231.38 -7.15
(-0.32%) 11:57
MEXICAN STOCK EXCHANGE IMC 30 INDEX 465.46 -0.62
(-0.13%) 11:56
MEXICAN STOCK EXCHANGE TOTAL RETURN INDEX 48,365.76 -163.57
(-0.34%) 11:57
Panama
BOLSA DE VALORES DE PANAMA GENERAL INDEX 388.10 +0.00
(0.00%) 08/22
Argentina
BUENOS AIRES STOCK EXCHANGE MERVAL INDEX 2,432.25 -3.46
(-0.14%) 11:55
BUENOS AIRES STOCK EXCHANGE BURCAP INDEX 8,819.27 -41.81
(-0.47%) 11:56
MERVAL ARGENTINA INDEX 1,627.94 +0.32
(0.02%) 11:55
INDICE BOLSA GENERAL BOLSA-G 149,853.30 -475.61
(-0.32%) 11:56
Brazil
BOVESPA BRASIL SAO PAULO STOCK EXCHANGE INDEX 58,792.96 -587.81
(-0.99%) 12:05
SAO PAULO STOCK EXCHANGE IBRX INDEX 21,029.50 -171.92
(-0.81%) 12:01
SAO PAULO STOCK EXCHANGE ELECTRICAL ENERGY INDEX 35,356.42 -163.53
(-0.46%) 12:02
BOVESPA TELECOMMUNICATIONS SECTOR INDEX 0.00 +0.00
(0.00%) 12:17
BOVESPA EXCHANGE SHARES WITH DIFFERENTIATED CORPORATE GOVERNANCE INDEX 7,409.14 -52.95
(-0.71%) 12:01
BOVESPA VALOR SECOND LINE INDEX 6,697.90 -9.25
(-0.14%) 12:02
SAO PAULO STOCK EXCHANGE 50 INDEX 8,675.21 -74.84
(-0.86%) 12:02
Chile
SANTIAGO STOCK EXCHANGE IPSA INDEX 4,185.94 -32.00
(-0.76%) 12:15
SANTIAGO STOCK EXCHANGE IGPA INDEX 20,289.17 -125.31
(-0.61%) 12:16
CHILE INTER-10 INDEX 5,327.10 -43.37
(-0.81%) 12:15
CHILE 65 INDEX 3,003.02 -16.41
(-0.54%) 11:31
CHILE LARGE CAP INDEX 2,865.22 -17.96
(-0.62%) 11:11
CHILE SMALL CAP INDEX 3,999.92 -25.07
(-0.62%) 09:23
Venezuela
CARACAS STOCK EXCHANGE STOCK MARKET INDEX 295,172.28 +3069.75
(1.05%) 11:14
Peru
BOLSA DE VALORES DE LIMA GENERAL SECTOR INDEX 20,363.72 +68.29
(0.34%) 11:59
BOLSA DE VALORES DE LIMA SELECTIVE SECTOR INDEX 29,552.32 +126.20
(0.43%) 12:02
Columbia
COLOMBIA COLCAP INDEX 1,672.46 -5.33
(-0.32%) 11:56
COLUMBIA COL20 INDEX 1,350.08 -3.24
(-0.24%) 11:56
INDICE GENERAL DE LA BOLSA DE VALORES DE COLOMBIA 14,199.00 -46.25
(-0.32%) 11:54
Costa Rica
BCT CORP COSTA RICA STOCK MARKET INDEX 15,992.87 +0.00
(0.00%) 08/22
Bermuda
BERMUDA STOCK EXCHANGE INDEX 1,063.52 -0.88
(-0.08%) 08/22
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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor admin » Jue Ago 23, 2012 11:30 am

12:28 p.m. EDT 08/23/12Treasurys
    Price Chg Yield %
2-Year Note   1/32 0.258
10-Year Note   7/32 1.670
* at close
12:19 p.m. EDT 08/23/12Futures
  Last Change Settle
Crude Oil 97.66 0.40 97.26
Gold 1673.8 33.3 1640.5
E-mini Dow 13056 -100 13156
E-mini S&P 500 1402.50 -9.75 1412.25
12:29 p.m. EDT 08/23/12Currencies
  Last (mid) Prior Day †
Japanese Yen (USD/JPY) 78.48 78.59
Euro (EUR/USD) 1.2576 1.2529
† Late New York trading.
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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor jonibol » Jue Ago 23, 2012 11:33 am

Todos los metales al alza.
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Re: Jueves 23/08/12 PMI, ordenes bienes duraderos

Notapor jonibol » Jue Ago 23, 2012 11:44 am

En los últimos meses, ha ocurrido un desfase. Mientras el DJ testeaba máximos del año, muchas bolsas emergentes se quedaron rezagadas, entre ellas, claro está, Lima. Nos estamos poniendo al día. Atentos
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