Martes 07/09/10 Semana tranquila

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: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 2:07 pm

Au up 1,259, futures cu up 3.4550
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Re: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 2:11 pm

HPQ muy picona enjuicia a Hurd, dice que no puede trabajar para Oracle por que ha firmado un contrato de confidencialidad.

Yo digo, para que lo votaron.

Libor igual 0.29%

-103.68

FAS 5.78% el mas afectado por la deuda de Europa y el drama de la banca Europea. Ya cansan.
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Re: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 2:13 pm

Parece que la noticia de la posible reconsideracion de impuestos animara a los inversionistas en el Peru.
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Re: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 2:14 pm

Euro down 1.2683

-95.70
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Re: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 2:33 pm

Morgan Stanley predice que los yields de los o10 anios terminaran el ani en 3% en lugar de 3.5% como habian estimado anteriormente.

-97.14
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Re: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 2:41 pm

-82.80

A ver si salen los bulls a defender la camiseta al cierre.
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Re: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 2:48 pm

56% de los republicanos, democratas e independientes dice que es hora de darle la oportunidad a otro que no este en el Congreso.

Todos los que estan en el Congreso corren el peligro de perder su puesto en las proximas elecciones de Noviembre. Los Americanos estan descontentos con los politicos y las politicas actuales, quieren sangre nueva.

Get Ready for an Anti-Incumbent Wave
Poll Shows Republicans Benefit From Fears About Economy; Democrats Need to Persuade Unenthusiastic Backers to Vote

By GERALD F. SEIB
This is about the time when Democrats thought—or perhaps hoped—the political clouds that have hung over them all year would begin to lift.


.Instead, those clouds may actually be getting darker.

Mounting economic gloom and a controversial agenda are exacting a heavy toll on their prospects for keeping control of Congress in the Nov. 2 elections, according to a new Wall Street Journal/NBC News poll.

The poll, taken to coincide with the traditional Labor Day kickoff of the campaign's home stretch, shows the Democrats' biggest problem is a wide passion gap: Voters angry at Democrats are fired up to vote, while many who like them are yawning over the coming election.

When voters overall are asked whether they prefer that November's vote produce a Congress controlled by Democrats or by Republicans, they split evenly, 43% favoring Democrats and 43% Republicans.

But among those who appear most likely to vote, based on their level of interest in the campaign and their history of voting, the Republicans own a dramatic 49% to 40% advantage. If that kind of lead holds, Republicans would almost certainly take back control of the House.


..A tide of national unhappiness and disenchantment with Washington has been building all year and proving a threat to incumbents of both parties, as illustrated by the primary defeats of Republican Sens. Robert Bennett of Utah and Lisa Murkowski of Alaska by upstarts within their own party. But the sour mood is a particular problem for Democrats because they are in control of both the White House and Congress, and the few springtime signs that the economy might have significantly improved by Election Day have been snuffed out.

Indeed, the most striking finding in the new survey is the indication of a deep slide in economic confidence. Only 26% of those surveyed think the economy is going to get better in the next year, down markedly from 47% a year ago.

In the same vein, the share who think the country is generally on the wrong track now stands at 61%, up from 48% a year ago. Perhaps most telling for Democrats, approval of President Barack Obama's handling of the economy has slipped to 39%.

That reading, said Republican pollster William McInturff, who co-directs the Journal/NBC News survey with Democrat Peter Hart, was "a huge danger sign" for Democrats.

South Carolina Republican Nikki Haley beat three sitting officeholders to win the GOP gubernatorial nomination in August.
..GOP Rep. Kevin McCarthy of California, who was in charge of recruiting his party's candidates for House races this year, said he was cautioning his troops that "Democrats haven't unleashed their money yet" in many House races and would be using their war chest to attack aggressively in the two months remaining.

Still, Mr. McCarthy said the favorable winds for the GOP also meant the party should think about the range of seats it has a chance to seize. "Republicans should expand that field and look beyond, and not use past elections as an indicator" of what is possible this year, he said.

Jerry Seib discusses the latest WSJ poll, which shows that the clouds may be darkening for Democrats in the final run-up to November's elections.
.Rep. Eric Cantor of Virginia, the second-ranking House Republican, said he was advising candidates "to stay focused on the issue the public is concerned about, and that is the economy."

While the survey illustrates Democrats' deep problems, it also suggests the strategy that party leaders are likely to pursue to limit the damage: devoting resources to energize their own voters and focusing attention on a Republican party that isn't particularly popular either, according to the poll.

One hope for Democrats is this: There are enough pro-Democrat, pro-Obama voters available to help the party head off disaster—if they can be persuaded to show up and vote. In the survey, those who expressed the very highest levels of interest in this year's election preferred a Republican Congress by a margin of 53% to 35%. Among all other, less interested voters, Democrats are preferred by a 20-point margin.

The Fall Campaign
See which congressional and gubernatorial races are likely to go to Democrats or Republicans, and which ones are toss-ups.

View Interactive
..So Democrats' most urgent challenge in the next eight weeks is to turn these uninterested voters into interested voters—a difficult task, but one party leaders insist they are tackling.

"We have had a voter contact program that has been going strong for more than a year," said Jennifer Crider, deputy executive director of the Democratic Congressional Campaign Committee.

Recognizing the challenge Democrats face, she says, the national party has helped put a field director and an average of five staff members in place in 75 of the most hotly contested House congressional districts, where they have been building a base of volunteers to turn out the vote. Democratic leaders say the party will be spending at least $50 million for mobilization efforts between now and the election.

The second Democratic tactic suggested by the numbers is to remind voters that they aren't fond of the Republican Party either. Amid all its woes, the Democratic Party is viewed positively by 36% of those surveyed, higher than the 30% with a positive view of Republicans. Fully a quarter said they'd vote for an independent or third-party candidate if they had the chance; a similar share said they were interested in voting for someone in the tea-party movement.

That suggests there will be a concerted strategy by Democrats to make the election as much about Republicans who seek control as it is about the Democrats now in control.

Still, even Democrats acknowledge they face big problems.

"We all know that there's a hurricane coming for the Democrats," said Mr. Hart, the Democratic pollster. "What we haven't determined at this moment is whether it's going to be a category three or a category five."

.Weak approval ratings for Mr. Obama aren't helping. The president's overall job-approval rating now stands at 45%, down from 47% earlier in August, while 49% said they disapproved. His approval rating has declined most noticeably among seniors, suburban women and Midwestern voters.

Mr. Obama is benefiting from his announcement last week that combat operations are ending in Iraq; approval of his handling of the war has risen to 52% from 49% earlier in the month.

But other parts of his agenda haven't gone over so well. More than four in 10 said the decision to provide government funds to rescue big banks, initiated under the Bush administrations, "made things worse." And a third said the same of the big health-care overhaul Mr. Obama championed.

Still, Mr. Obama doesn't seem to be the central cause of Democrats' problems. Just 12% of those who said they prefer a Republican-controlled Congress said they wanted to vote that way to protest the performance of the Obama administration, while more than twice as many—28%—said they wanted to protest the performance of Democrats in Congress.

Democrats argue it still will be tough for Republicans to pick up the net total of 39 Democratic-held seats they need for control of the House.

For one thing, Democratic leaders think the nation's general wave of unhappiness may wash away some Republican incumbents, as well. Indeed, 56% of all voters—Democrats, Republicans and independents—said it was time to give a new person a chance in their own congressional district.

As a result, Democrats think they have a chance to take perhaps four or five Republican seats, making the GOP climb to control that much steeper.
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Re: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 2:48 pm

-87.64
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Re: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 2:50 pm

AKAM +1.46%

BVN +0.71%

SCCO -0.71% y mejorando.

GE +0.41%

GSI +1.13%

DRR +3.21%

SLW +1.21%

FAS -5.74%
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Re: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 2:52 pm

La Bolsa de Valores de Lima sigue en alza
Aumento en precios internacionales de metales influyeron en acciones de Volcan y La Cima

Lunes 06 de septiembre de 2010 - 04:59 pm 5 comentarios
La bolsa peruana subió hoy a un nuevo máximo de más de cuatro meses, apuntalada por las acciones de las mineras Volcan y La Cima ante un alza de los precios internacionales de los metales.

El avance se produjo en una jornada de feriado en los mercados financieros de Estados Unidos, que frena los volúmenes de negociación de las plazas bursátiles de la región.

De acuerdo a cifras definitivas, el índice general de la bolsa limeña subió un 1,12% a 15.742,60 puntos, su mejor nivel desde el 3 de mayo.

El índice selectivo , que agrupa a los papeles líderes, avanzó un 0,95% a 23.671,60 puntos, mientras que el índice Inca de los 20 papeles más líquidos del mercado ganó un 0,45% a 91,66 puntos.

¿POR QUÉ SIGUE SUBIENDO LA BOLSA?
“El mercado ha subido por Volcan y La Cima. Los metales han subido un poquito, pero los referentes estuvieron estáticos porque es feriado en Estados Unidos”, dijo un agente bursátil.

Las acciones de la productora de zinc y plata Volcan subieron un 0,97% a 3,13 soles, mientras que los papeles de la polimetálica Atacocha ganaron un 0,63% a 1,59 soles.

Los títulos de la productora de oro La Cima saltaron un 4,17% a 2,5 soles.

De otro lado, los valores de la compañía azucarera Casa Grande subieron un 3,73% a 7,8 soles debido a “rumores de dividendos y de un buen balance de la empresa”, agregó el operador.

En el sector industrial, las acciones de la constructora Graña y Montero avanzaron un 2,08% a 4,9 soles y los títulos de la firma que presta servicios a la industria sumaron un 1,85% a 2,75 soles.

Los papeles de la empresa Aceros Arequipa subieron un 1,75% a 2,9 soles, mientras que los valores de la refinería de hidrocarburos Relapasa ganaron un 4% a 1,79 soles.

La bolsa peruana acumula una ganancia de 11,1% en lo que va del año.
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Re: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 2:57 pm

Los bears ganan

-107.01

667 millones de shares, eso es lo que se negocio hoy dia. Aburrido!!
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Re: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 2:57 pm

FAS -6.34%
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Re: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 3:26 pm

El Dow Jones perdio 107.24 a 10,340.69 en su primer dia de negociacion despues de las vacaciones de Labor Day en un dia para bostezar con muy poco volumen.

El euro siguio bajando.
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Re: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 4:46 pm

H-P demanda a su expresidente ejecutivo

Por Robert A. Guth y Ben Worthen

.Hewlett-Packard Co. presentó el martes una demanda contra su ex presidente ejecutivo Mark Hurd, un día después de que este fuera nombrado copresidente de la firma rival Oracle Corp., dijeron fuentes con conocimiento de la situación.

La demanda fue presentada en la Corte Superior de California en Santa Clara, según las fuentes. El contenido de la demanda no era claro, pero una de las fuentes dijo que se enfoca en una provisión de confidencialidad que forma parte del acuerdo para la salida de Hurd de H-P.

"Mark Hurd aceptó y firmó acuerdos diseñados para proteger los secretos comerciales e información confidencial de HP", dijo una vocera de la compañía. "HP tiene la intención de hacer cumplir esos acuerdos".

Un vocero de Hurd declinó entregar comentarios, al igual que una vocera de Oracle.

Hurd renunció el mes pasado a H-P en medio de un escándalo que involucró a una consultora de marketing. El lunes, fue nombrado copresidente de Oracle, la fabricante de software empresarial fundada y dirigida por Larry Ellison.

La provisión que se halla en el centro de la demanda forma parte del paquete de compensación otorgado a Hurd por H-P, cuyo valor podría superar los US$35 millones dependiendo del precio de la acción de H-P. En virtud de la provisión, Hurd aceptó un acuerdo de confidencialidad de 24 meses, que le impide divulgar información sensible vinculada a H-P. El acuerdo no incluye una cláusula de no competencia.
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Re: Martes 07/09/10 Semana tranquila

Notapor admin » Mar Sep 07, 2010 4:48 pm

Eldorado retira su oferta por Andean

Por Edward Welsch

CALGARY (Dow Jones)--Eldorado Gold Corp. retiró el martes su oferta por Andean Resources Ltd. tras señalar que no superaría la oferta de Goldcorp Inc. de 3.600 millones de dólares canadienses.

Después de declarar que la mina de oro Cerro Negro de Andean en Argentina es un activo que "es bueno tener", pero que no "es necesario tener", Paul Wright, presidente ejecutivo de Eldorado, criticó que Andean Resources aceptara la oferta de Goldcorp de C$6,50 por acción y dijo que se disponía a complacer a un único gran accionista a expensas de los accionistas más pequeños.

Las acciones de Andean Resources cayeron pronunciadamente después de que Eldorado retirara su oferta y descendían un 9,9% a C$6,29 en negociaciones recientes en la bolsa de Toronto.

Andean Resources informó el viernes que Goldcorp, el segundo mayor productor mundial de oro, presentó una oferta superior a la de Eldorado. Un accionista que representa el 21% del capital de Andean también aceptó votar en favor de Goldcorp.

Las acciones de Eldorado subieron después que se informara que la compañía no continuaría con la oferta. Hace unos momentos, sus acciones subían un 2,3% a C$20,34.
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