www.inversionperu.com

Eventos economicos

Lunes

ISM no manufacturero
Subasta de bonos

Todo queda opacado ante las elecciones y sus consecuencias el dia Martes. Aparte de las elecciones tenemos el credito del consumidor el Miercoles, los seguros de desempleo, el comercio internacional el Jueves y el Viernes los precios de los importadores y exportadores, sentimiento del consumidor y la balanza comercial,
ISM Non-Mfg Index
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


4-Week Bill Auction
11:30 AM ET


3-Yr Note Auction
1:00 PM ET


Treasury STRIPS
3:00 PM ET


MBA Purchase Applications
7:00 AM ET


EIA Petroleum Status Report
10:30 AM ET


10-Yr Note Auction
1:00 PM ET


Consumer Credit
3:00 PM ET

Weekly Bill Settlement


International Trade
8:30 AM ET


Jobless Claims
8:30 AM ET


Bloomberg Consumer Comfort Index
9:45 AM ET


EIA Natural Gas Report
10:30 AM ET


3-Month Bill Announcement
11:00 AM ET


6-Month Bill Announcement
11:00 AM ET


52-Week Bill Announcement
11:00 AM ET


30-Yr Bond Auction
1:00 PM ET


Fed Balance Sheet
4:30 PM ET


Money Supply
4:30 PM ET


Import and Export Prices
8:30 AM ET


Consumer Sentiment
9:55 AM ET


Wholesale Trade
10:00 AM ET

Obama y Romney estan empatados a nivel nacional en lo que promete ser la eleccion mas renida de la historia. Bush termino su campania de reeleccion con 2 puntos de ventaja sobre el democrata Kerry. Las dos campanias insisten que ganaran de lejos, habra que esperar para ver quien gana Ohio y los demas swing estados. Es decir los que tradicionalmente votan por uno u otro candidato, depende de las circunstancias y de los candidatos por supuesto.

Las elecciones atraen toda la atencion la proxima semana. Las elecciones osn importantes por que veremos que pasara con el fiscal cliff (abismo), las regulaciones del gobierno y las politicas del Fed, dice Barclays.

No importa quien gane, la falta de abilidad del Congreso para avanzar sus leyes va a crear mas volatilidad en el mercado, en lo que se refiere a los impuestos, Romney es mas favorable por que es considerado a favor de los negocios.

Respecto al Fed, Romney nominaria a un chairman mas cuidadoso con la politica monetaria, los republicanos no estan de acuerdo con la actual politica de QE para el resto de nuestras vidas. El ajuste monetaria favoreceria al dolar.



Next Week’s Tape: Election Day Rules the Week

By Kathleen Madigan
A U.S. presidential election diverts the financial markets’ attention away from almost all data. In the coming week, Tuesday’s election will have little data to compete against, and the stock, bond, currencies and commodities markets will all be riveted to and swayed by Tuesday’s election.

“The election is important because of what happens with the fiscal cliff, government regulations and Fed policy,” said Aroop Chatterjee, a foreign exchange strategist at Barclays BARC.LN +0.79%in New York.

On the fiscal cliff, no matter which presidential candidate wins, a Congressional deadlock may be something to consider and this could increase market volatility, Chatterjee said. On tax policy, Mitt Romney is considered more pro-business.

Another factor will be how the election affects the Federal Reserve’s policies. The central bank has been buying bonds, weakening the greenback by increasing the supply of dollars.

However, Romney has indicated he could nominate more hawkish members to the Fed’s board, who would be less inclined to support future easing.

“The [potential] tightening of Fed policy is positive for the dollar,” Chatterjee said.

As for the data next week, the main pre-election report will be the Institute for Supply Management’s survey of nonmanufacturers Monday. The purchasing managers’ index is projected to fall to 54.5 in October from 55.1 in September, according to the median forecast of economists surveyed by Dow Jones Newswires. A reading above 50 indicates expansion.

The earnings calendar is crowded again, but the names are quite as red letter as in the past two weeks. Retailers like Macy's M +0.22%, Nordstrom Kohl's KSS -0.80%, and J.C. Penney JCP -2.31%chime in, as well as Time Warner TWX -1.00%, Groupon, Kraft, WellPoint CVS CVS +0.15%, and NYSE.

On Thursday, the Commerce Department will report on the September U.S. trade deficit.

The median forecast expects the trade gap widened to $45.0 billion from $44.2 billion in August. Imports are being swayed by oil prices, and the global slowdown is hurting demand for U.S. exports.

A first look at November consumer sentiment will be reported Friday. Presumably, the impact of Sandy will influence the results.

Even so, economists think the preliminary November reading will rise to 83.0 from the end-October reading of 82.6. The solid report on October job growth may offset the dreary spirits caused by Sandy.

MarketWatch’s Sam Mamudi stopped by the Markets Hub to preview next week.

As always, here is your handy clip-and-save data calendar for the week of Nov. 5:

Monday

Economics:

ISM October non-manufacturing (services) PMI (10:00 a.m. ET): seen slipping to 54.5 from 55.1 in September.

Earnings:

Cumulus Media CMLS -0.81%Express Scripts ESRX -0.77%, Humana, Plains All American, Rockwell SBA Communications SBAC -0.03%Southern Co. SO -0.54%, Tesla Time Warner Cable TWC -0.58%, Zillow

Tuesday

Economics:

U.S. presidential and Congressional elections

September Job Openings & Labor Turnover survey (10:00)

Earnings:

Boise, Cablevision Calpine CPN -0.84%Church & Dwight CHD -0.33%Computer Sciences CSC -0.03%, CVS Caremark DirecTV DTV -1.78%, Discovery Communications Dish Network DISH -1.69%, Liberty Interactive Louisiana-Pacific LPX -2.15%Marathon Oil MRO -1.38%News Corp NWSA -1.53%NYSE Euronext NYX +0.68%Office Depot ODP 0.00%OfficeMax OMX -1.57%
Wednesday

Economics:

September consumer credit report (3:00 p.m.): consumer debt seen expanding by $11 billion, after expanding by $18.1 billion in August.

Earnings:

Activision Becton Dickinson BDX -0.80%, CBS Dynegy DYN -1.56%Kraft Foods KRFT -1.26%, Leap Wireless, Macy’s Qualcomm QCOM -0.72%Tenet Healthcare THC -1.46%, Time Warner Trulia TRLA -5.90%, WellPoint

Thursday

Economics:

Weekly jobless claims (8:30): claims seen rising to 365,000 from 363,000.

US September trade deficit (8:30): deficit seen at $45 billion, after $44.2 billion deficit in August.

Earnings:

Allscripts AMC Networks AMCX +0.74%Dean Foods DF -1.32%Duke Energy DUK -0.57%, Groupon, Kohl’s, Lion’s Gate, Manulife Monster Worldwide MWW -2.88%, Nordstrom, Wendy’s Walt Disney DIS +0.16%
Friday

Economics:

October import prices (8:30): seen flat, after rising 1.1% in September.

November Reuters/UMich Consumer Sentiment (prelim) (9:55): seen rising to 83.0 from the end-October reading of 82.6.

September wholesale inventories (10:00): seen rising 0.4%, after rising 0.5% in August.

Earnings:

Brookfield Real Estate, Constellation Energy EW Scripps SSP -1.67%, J.C. Penney

– Anusha Shrivastava contributed to this post.

For more MarketBeat and other streaming markets coverage from The Wall Street Journal, point your mobile browser to wsj

Treasurys Price Chg Yield %
2-Year Note* 0/32 0.293
10-Year Note* 0/32 1.718
* at close

3:49 p.m. EDT 11/02/12Futures Last Change Settle
Crude Oil 84.77 -2.32 84.86
Gold 1677.8 -37.7 1675.2
E-mini Dow 13052 61 12991
E-mini S&P 500 1412.25 6.75 1405.50

6:30 p.m. EDT 11/02/12Currencies Last (mid) Prior Day †
Japanese Yen (USD/JPY) 80.47 80.43
Euro (EUR/USD) 1.2837 1.2838
† Late New York trading.

BCE comprobará estado de préstamos concedidos a banca española
domingo 4 de noviembre de 2012 11:47 GYT Imprimir [-] Texto [+]
BERLIN (Reuters) - El Banco Central Europeo (BCE) está comprobando si contravino su estricta normativa al prestar a bancos españoles en condiciones excesivamente generosas, dijo el domingo una portavoz del organismo presidido por Mario Draghi.

El diario alemán Die Welt am Sonntag, mencionando resultados de su propia investigación, dijo que los bancos españoles habían tomado prestados fondos del BCE con un descuento o recorte del 0,5 por ciento a pesar de que con las Letras del Tesoro presentadas como colateral debería haber sido del 5,5 por ciento.

El diario añadía que la calificación de algunos títulos deberían haberlos convertido en no válidos como colateral ante el BCE.

"El BCE está investigando este asunto", dijo la portavoz de la entidad.

Según el periódico alemán, letras a 18 meses por valor de casi 80.000 millones de euros (102.800 millones de dólares) habrían sido erróneamente calificadas con un rating de categoría "A", mientras que muchas tenían una calificación inferior de "B" por parte de las principales agencias de rating, Moody's, Fitch y Standard & Poor's.

"Las transacciones con ciertos bonos soberanos españoles arrojan dudas sobre la calidad de la gestión de riesgos del BCE (...) porque los bonos entregados como garantía sólo cumplían en parte los requisitos del banco central", publicó Die Welt am Sonntag.

Como otros medios conservadores alemanes, el diario ha sido crítico con los esfuerzos del BCE para combatir la crisis de la zona euro, especialmente con su oferta para recomprar bajo ciertas condiciones cantidades ilimitadas de deuda de países con problemas como España con el fin de reducir sus costos de endeudamiento.

8:15 p.m. EDT 11/02/12Treasurys
Price Chg Yield %
2-Year Note* 0/32 0.293
10-Year Note* 0/32 1.718
* at close
7:30 p.m. EST 11/04/12Futures
Last Change Settle
Crude Oil 84.86 0.00 84.86
Gold 1682.6 7.4 1675.2
E-mini Dow 13001 10 12991
E-mini S&P 500 1406.50 1.00 1405.50
7:40 p.m. EST 11/04/12Currencies
Last (mid) Prior Day †
Japanese Yen (USD/JPY) 80.46 80.43
Euro (EUR/USD) 1.2830 1.2838
† Late New York trading.

Los futures del Dow Jones 28 puntos al alza.

Au up ,683

Oil up 84.94

Euro 1.2834

Australia -0.14%, el Nikkei -0.26%, Korea -0.36%,

Yen up 80.45

Ag up 31.15

1:40 a.m. EST 11/05/12Treasurys
Price Chg Yield %
2-Year Note 1/32 0.286
10-Year Note 1/32 1.715
* at close
1:31 a.m. EST 11/05/12Futures
Last Change Settle
Crude Oil 85.02 0.16 84.86
Gold 1679.0 3.8 1675.2
E-mini Dow 13018 27 12991
E-mini S&P 500 1407.75 2.25 1405.50
1:41 a.m. EST 11/05/12Currencies
Last (mid) Prior Day †
Japanese Yen (USD/JPY) 80.38 80.43
Euro (EUR/USD) 1.2826 1.2838
† Late New York trading.

Copper November 05,01:39
Bid/Ask 3.4659 - 3.4673
Change -0.0087 -0.25%
Low/High 3.4561 - 3.4905
Charts

Nickel November 05,01:39
Bid/Ask 7.1717 - 7.1790
Change -0.0594 -0.82%
Low/High 7.1581 - 7.2607
Charts

Aluminum November 05,01:38
Bid/Ask 0.8449 - 0.8451
Change -0.0048 -0.56%
Low/High 0.8433 - 0.8518
Charts

Zinc November 05,01:38
Bid/Ask 0.8238 - 0.8241
Change -0.0053 -0.64%
Low/High 0.8206 - 0.8328
Charts

Lead November 05,01:39
Bid/Ask 0.9489 - 0.9494
Change -0.0044 -0.46%
Low/High 0.9452 - 0.9577
Charts

Asia-Pacific
NIKKEI 225 9,007.44 -43.78
(-0.48%) 01:00
HONG KONG HANG SENG INDEX 22,044.27 -67.07
(-0.30%) 01:29
S&​P/​ASX 200 4,474.12 +14.06
(0.32%) 11/04

Toyota mejora su outlook, sus ganancias se triplicarían.

8:04 a.m. EST 11/05/12Treasurys
Price Chg Yield %
2-Year Note 1/32 0.286
10-Year Note 8/32 1.690
* at close
7:55 a.m. EST 11/05/12Futures
Last Change Settle
Crude Oil 84.97 0.11 84.86
Gold 1682.6 7.4 1675.2
E-mini Dow 12993 2 12991
E-mini S&P 500 1404.50 -1.00 1405.50
8:05 a.m. EST 11/05/12Currencies
Last (mid) Prior Day †
Japanese Yen (USD/JPY) 80.26 80.43
Euro (EUR/USD) 1.2777 1.2838
† Late New York trading.