Martes 15/02/11 Manufactura en NY, ventas retail, ind. casas

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Martes 15/02/11 Manufactura en NY, ventas retail, ind. casas

Notapor admin » Lun Feb 14, 2011 11:45 pm

Eventos economicos

Martes

Ventas de tiendas
Ventas retail
Manufactura en New York
Precios de los importadores y exportadores
Capital internacional
Indice de las casas
Inventarios de negocios
Subasta de bonos

ICSC-Goldman Store Sales
7:45 AM ET


Retail Sales
8:30 AM ET


Empire State Mfg Survey
8:30 AM ET


Import and Export Prices
8:30 AM ET


Redbook
8:55 AM ET


Treasury International Capital
9:00 AM ET


Business Inventories
10:00 AM ET


Housing Market Index
10:00 AM ET


4-Week Bill Auction
11:30 AM ET
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Re: Martes 15/02/11 Manufactura en NY, ventas retail, ind. c

Notapor admin » Lun Feb 14, 2011 11:46 pm

Copper February 14,23:38
Bid/Ask 4.6025 - 4.6037
Change -0.0192 -0.42%
Low/High 4.5947 - 4.6294
Charts

Nickel February 14,23:38
Bid/Ask 13.0290 - 13.0471
Change +0.0386 +0.30%
Low/High 12.9133 - 13.0471
Charts

Aluminum February 14,23:38
Bid/Ask 1.1182 - 1.1193
Change -0.0018 -0.16%
Low/High 1.1159 - 1.1236
Charts

Zinc February 14,23:38
Bid/Ask 1.1271 - 1.1284
Change +0.0009 +0.08%
Low/High 1.1231 - 1.1358
Charts

Lead February 14,23:39
Bid/Ask 1.1926 - 1.1939
Change -0.0014 -0.11%
Low/High 1.1849 - 1.2007
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Re: Martes 15/02/11 Manufactura en NY, ventas retail, ind. c

Notapor admin » Lun Feb 14, 2011 11:50 pm

Euro up 1.3512

Oil up 85.12, Ice brent 103.84Au down 1,364.90, Ag down 30.58, futures cu up 4.63

Los futures del Dow Jones sin cambio

Korea -0.30%, Australia -0.15%, el Nikkei +0.2%, el Hang Seng -0.45%, el Shanghai c. +0.75%
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Re: Martes 15/02/11 Manufactura en NY, ventas retail, ind. c

Notapor admin » Lun Feb 14, 2011 11:53 pm

La inflacion en China sube 4.9% en Enero, incrementando el temor de que la segunda economia no ha ganado la batalla contra la inflacion a diferencia de otros paises en el Asia.



China's Inflation Rises 4.9%
By BOB DAVIS And AARON BACK
BEIJING—China's consumer prices rose 4.9% in January from a year earlier, prompting worries that the world's second-largest economy is falling behind in the fight against inflation, as are other countries in Asia.

While the increase in the consumer price index, which was faster than December's 4.6%, doesn't sound especially high by U.S. standards—let alone the sky-high levels of Latin America in the 1980s—Chinese leaders are extraordinarily sensitive to inflation, which has long been associated with political unrest. The headline numbers also underplay the impact on many ordinary Chinese. The foods component, for instance, jumped 10.3%, and has averaged more than 10% for the past four months. Hundreds of millions of Chinese still live at or just above poverty levels, and so are especially sensitive to food increases.

.The numbers also don't capture adequately the rise in assets, such as housing prices. Lu Feng, director of Peking University's Macroeconomic Research Center, said that China's extraordinary gains in manufacturing productivity hold down the cost of manufactured goods, which is reflected in the consumer price index.

Inflation is caused by too much money in the system chasing too few goods, he said, and that "excessive money largely goes to asset markets, so it boosts asset prices and can even result in asset bubbles," including possible bubbles in such items as housing, antiques and ancient paintings.

China's National Bureau of Statistics reworked the way it calculates the CPI, in part by decreasing slightly the weighting of food and increasing the weighting of housing items. The National Bureau of Statistics said that using the old measure the inflation rate in January would have been slightly lower. But a Wall Street Journal calculation using an estimate of the old weighting shows it may have produced an inflation reading of 5.1%—higher than the government reported.

China has raised interest rates three times since October, most recently last week, but benchmark lending rates, at around 6%, are still barely above the rate of inflation.

Earlier this month, Chinese Premier Chinese Premier Wen Jiabao tried to reassure the public that the government would tame inflation by attacking China's rising food costs.

"We are confident that we have the ability to promote the stable development of agricultural products, to ensure the effective supply of agricultural products, especially grain, and to maintain the overall basic stability of goods prices," he told China's State Council, the government's highest administrative body, in remarks reported on television.

Most major economies would boost interest rates to fight inflation, but China tends to keep rates low and depend instead on industrial policy measures, including, in this case, incentives to boost farm production. It's unclear whether such measures can work rapidly enough to tamp down inflationary pressure.

Rising inflation has become a problem across fast-growing Asia, which has seen a huge increase in investment from overseas and which relied on big stimulus measures to fight the effects of the global financial crisis between 2008 and 2010.

Anoop Singh, the International Monetary Fund's Asia chief, said there are signs inflation is becoming a structural issue, reflecting underlying demand, not just a temporary rise in food or commodity prices. He urged Asian nations to boost the value of their exchange rates, which would reduce the value of imports, as a way to fight price increases.

China is wary, though, of letting its currency appreciate more rapidly because it fears that would harm its thriving export industry. The value of the yuan has risen just 3.5% since June 2010 when China said it would let the currency float somewhat. Finance ministers and central bankers of the Group-of-20 nations meeting in Paris on Friday and Saturday are bound to press China on its currency policy.

In China, food prices typically rise prior to the Lunar New Year holiday, which ended on Feb. 8, but January's price increase was intensified by adverse weather, including drought conditions. Non-food price rises also accelerated to 2.6% from 2.1% last year, indicating that inflation pressures are spreading through the economy. All the Chinese price statistics are calculated compared to year-ago levels.

Drought conditions are adding to rising food costs. The U.N. Food and Agriculture Organization issued a warning recently that at least five of China's major wheat growing provinces, which account for two-thirds of China's wheat production, are facing a severe drought.

In another sign of burgeoning economic activity, China's imports rose 51% in January, nearly twice as fast as it did a month earlier. Exports also rose sharply, by 38%. That narrowed China's trade surplus to $6.45 billion in January, down from $13.1 billion in December, according to customs data.

Economists cautioned that China's trade figures are typically very volatile at the start of the year, due to distortions caused by the variable timing of the Lunar New Year holiday, which this year fell in the first week of February.
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Re: Martes 15/02/11 Manufactura en NY, ventas retail, ind. c

Notapor admin » Lun Feb 14, 2011 11:55 pm

China registra inflación anualizada de 4,9 pct en enero
lunes 14 de febrero de 2011 23:35 GYT
Imprimir[-] Texto [+] PEKIN (Reuters) - Los precios al consumidor en China se aceleraron en enero en un 4,9 por ciento, frente al mismo mes del 2010, reportó el martes la Oficina Nacional de Estadísticas.
Economistas encuestados por Reuters habían estimado una inflación de un 5,3 por ciento para los precios al consumidor, luego de un incremento del 4,6 por ciento en el año hasta diciembre del 2010.

La Oficina Nacional de Estadísticas dijo que había cambiado la forma de calcular la inflación, reduciendo el peso de alimentos en la cesta que mide el comportamiento de los precios al consumidor, y que esa modificación había agregado 0,024 puntos porcentuales a la lectura de enero.

Los precios al productor aumentaron en 6,6 por ciento en el año hasta enero del 2011, con un ritmo más lento de aceleración comparado con el incremento del 5,9 por ciento en los 12 meses hasta diciembre, precisó la agencia.

Economistas esperaban un alza de un 6,1 por ciento en la inflación anualizada de los precios al productor en el año a enero.

(Reporte de Zhou Xin y Simon Rabinovitch; Editado en español por Silene Ramírez y Carlos Aliaga)
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Re: Martes 15/02/11 Manufactura en NY, ventas retail, ind. c

Notapor admin » Lun Feb 14, 2011 11:56 pm

A dos meses de comicio en Perú, encuestadoras suspenden sondeos
lunes 14 de febrero de 2011 23:34 GYT
Imprimir[-] Texto [+] LIMA (Reuters) - Faltando menos de dos meses para la elección presidencial de Perú, importantes firmas encuestadoras del país suspendieron la divulgación de sondeos en rechazo a una medida del jurado electoral, que exige la entrega de la base de datos de sus encuestados.
La Asociación Peruana de Empresas de Investigación de Mercados (APEIM) decidió en la noche del lunes dejar de difundir los sondeos hasta que el Jurado Nacional de Elecciones (JNE) desista de su norma, que fue catalogada por la principal firma del sector como un tipo de "censura".

La medida exige, entre otros datos, los nombres de los entrevistados, sus números de identificación, teléfonos y direcciones, lo que según las encuestadoras afecta el secreto estadístico.

La APEIM es integrada, entre otros, por Ipsos Apoyo -considerada la principal encuestadora de Perú-, Datum y la Compañía Peruana de Estudios de Mercados y Opinión Pública (CPI).

"Esta norma afecta el derecho de los ciudadanos a guardar en reserva su opinión política (...) también afecta nuestro de derecho a difundir la información sin censura, esto tiene características de censura previa", dijo Alfredo Torres, director de Ipsos Apoyo, a la televisora por cable Canal N.

"Por eso es que hemos llegado a la conclusión de que no vamos a poder difundir ninguna encuesta de intención de voto si es que el Jurado mantiene esta disposición", dijo Torres, quien agregó que en ningún otro país existe una norma de esta naturaleza.

El más reciente sondeo de Ipsos Apoyo fue liderado con un 28 por ciento por el ex presidente Alejandro Toledo, quien disputaría un anticipado balotaje con la legisladora Keiko Fujimori, quien obtuvo un 22 por ciento.

Relegado al tercer puesto figuró el ex alcalde capitalino Luis Castañeda, quien encabezó las encuestas por largo tiempo, con un 18 por ciento, según las cifras de Ipsos Apoyo.

Según los principales sondeos, ninguno de los tres aspirantes -bien acogidos por el mercado ya que se considera mantendrían la línea económica en uno de los países que más crece en el mundo- superaría en el comicio del 10 de abril el 50 por ciento de votos necesario para evitar un balotaje el 5 de junio.
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Re: Martes 15/02/11 Manufactura en NY, ventas retail, ind. c

Notapor admin » Mar Feb 15, 2011 12:02 am

Las acciones subian en China debido a que el reporte de la inflacion fue menor a la esperada por los economistas. Los bonos caian por primera vez en tres dias antes de los datos de las ventas retail en US y el petroleo subia despues de haber bajado a sus niveles mas bajos en 11 semanas.

Aparte el Bank of Japan subio el pronostico de su economia.

Asian Stocks, Australian Dollar Gain on China CPI, BOJ Report
By Shiyin Chen - Feb 14, 2011 11:21 PM ET

Asian stocks rose as China reported slower-than-estimated inflation. Treasuries fell for the first time in three days before U.S. retail sales data while oil climbed from an 11-week low. Photographer: Qilai Shen/Bloomberg
Asia’s stocks and currencies gained, paced by the Australian dollar, as China reported slower-than- estimated inflation and the Bank of Japan raised its economic assessment. Treasuries fell for the first time in three days before U.S. retail sales data and oil climbed.

The MSCI Asia Pacific Index added 0.2 percent to 138.20 at 1:17 p.m. in Tokyo, following yesterday’s 1.5 percent rally. The Shanghai Composite Index gained 0.6 percent. Standard & Poor’s 500 Index futures were little changed. The so-called Aussie rose against 13 of 16 major peers and the euro strengthened for the first time in four days. Yields on 10-year Treasuries slid two basis points to 3.64 percent. Oil jumped as much as 0.6 percent.

Stocks advanced for a second straight day after China, which last week raised interest rates, reported January inflation of 4.9 percent. The pace was slower than economists estimated as the statistics bureau cut the weighting of food in the consumer-price index. Japan’s central bank said separately its economy is emerging from its “deceleration phase” while reports today may show U.S. retail sales rose last month and Europe’s growth accelerated last quarter.

“The rumors were abound yesterday that the CPI figure was going to come in at under 5 percent and we had markets rally strongly on that so that’s why the reaction is more subdued today,” said Jamie Coutts, an equities salesman at brokerage BGC Partners in Singapore. “There’s a rotation to developed markets and, in our region, Australia and Japan stand out.”

China’s Inflation
About 23 stocks gained for every 21 that declined on MSCI’s Asian index, which yesterday posted its biggest jump since Dec. 2. Hyundai Heavy Industries Co. rallied 2.9 percent after the Maeil Business Newspaper reported the company won a $1 billion order to build 10 container ships.

Jiangxi Copper Co. jumped 5.1 percent in Shanghai. China’s January consumer-price index compares with a 4.6 percent gain in December and the median estimate of 5.4 percent in a Bloomberg News survey of 27 economists. China cut the weighting of food in the index by 2.21 percentage points, the statistics bureau said today, without giving the new weighting. Producer-price inflation quickened to 6.6 percent from 5.9 percent in December.

“The change in the weighting of food in the CPI basket suggests a fudging of the numbers,” BGC’s Coutts said. “It doesn’t change the overall outlook that inflation remains a problem for China.”

Asia-Pacific currencies rose on speculation China won’t have to tighten its monetary policies excessively to curb inflation. South Korea’s won erased losses of as much as 0.3 percent, gaining 0.2 percent to 1,120.85 per dollar. Malaysia’s ringgit and the Philippine peso both strengthened at least 0.2 percent.

Rate Outlook
The People’s Bank of China raised major lenders’ reserve- requirement ratios seven times since the start of last year to help drain funds from the financial system. Benchmark interest rates were boosted last week for the third time in four months.

Today’s CPI report “is slightly bullish for the commodity currencies as it’s likely to, on the margin, support the view that some of the fears on the pick-up in Chinese and Asian inflation are perhaps overplayed,” said Todd Elmer, the Singapore-based head of Group-of-10 currency strategy for Asia ex-Japan at Citigroup Inc.

The Aussie rose 0.2 percent to $1.0048. The Reserve Bank of Australia, which left interest rates unchanged this month, said in minutes of its Feb. 1 meeting that policy makers considered a “slightly restrictive” stance appropriate in leaving rates at 4.75 percent.

Egypt Markets

Global depositary receipts of Egyptian companies rose yesterday, led by Commercial International Bank Egypt SAE, after the North African country’s army dissolved parliament and vowed to hold elections in six months. Egypt’s dollar bonds due 2020 were little changed with the yield at 6.37 percent.

Most U.S. shares rallied yesterday, with the S&P 500 advancing 0.2 percent amid optimism about Egypt’s democratic transition plan. Retail sales climbed 0.5 percent in January, extending a 0.6 percent increase in December, based on the median forecast of economists surveyed by Bloomberg News before the Commerce Department report today.

Gross domestic product in the Euro region expanded 0.4 percent in the fourth quarter after growing at a 0.3 percent pace the previous three months, according to the median forecast of analysts surveyed by Bloomberg before today’s data.

A separate report from the ZEW Center for European Economic Research in Mannheim today will probably show German investor confidence climbed to 20.0 in February from 15.4 in January, according to a separate survey.

The euro bought $1.3515 from $1.3489 in New York yesterday, when it dropped to $1.3428, the weakest since Jan. 20. The shared currency fetched 112.60 yen from 112.40 yesterday.

Oil for March delivery advanced 0.4 percent to $85.16 a barrel in after-hours trading on the New York Mercantile Exchange, after earlier rising as high as $85.29. The contract declined 2.2 percent in the previous two sessions and fell to the lowest since Nov. 30 yesterday.
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Re: Martes 15/02/11 Manufactura en NY, ventas retail, ind. c

Notapor admin » Mar Feb 15, 2011 12:05 am

11:52 p.m. EST 02/14/11Futures Last Change Settle
Crude Oil 85.16 0.35 85.58
Gold 1364.6 -0.5 1360.4
DJ Industrials 12225 1 12241
S&P 500 1327.20 -0.50 1327.70

12:04 a.m. EST 02/15/11Currencies Last (bid) Prior Day †
Japanese Yen (USD/JPY) 83.39 83.31
Euro (EUR/USD) 1.3510 1.3487
† Late Monday in New York.
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Re: Martes 15/02/11 Manufactura en NY, ventas retail, ind. c

Notapor Victor VE » Mar Feb 15, 2011 7:38 am

Es hora de vender posiciones en cobre: Citi

En una entrevista con CNBC, Alan Heap, Director de Global Commodities Citi, afirmó que el Mercado del cobre ha mostrado señales de debilitamiento en el corto plazo por lo que los inversionistas deberían considerar vender sus posiciones en cobre.

Acorde a Heap, existe una gran cantidad de stock acumulado en China en las manos de especuladores y traders por lo que no habría una gran necesidad para el gigante asiático de importar más.

La interpretación de Heap sobre la demanda de cobre en China se basa en que “un trader compran cobre en el London Metal Exchange, lo importan a China, lo venden por debajo del precio normal y usan la garantía de importación para otro tipo de importación”, lo cual explica la divergencia entre los precios del LME y Shangai

En consecuencia Heap considera que hay que vender cobre desde una perspectiva de corto plazo.

Fuente: http://www.e-bursatil.com.co/noticias/n ... p?id=24750
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Re: Martes 15/02/11 Manufactura en NY, ventas retail, ind. c

Notapor Victor VE » Mar Feb 15, 2011 7:44 am

Warren Buffett finiquita sus inversiones en Bank of America

A cuadros y sorprendidos debieron quedarse propios y extraños después de que Berkshire Hathaway, el brazo financiero de Warren Buffett, desinvirtiera todo el dinero que tenía en Bank of America, el banco más grande de EEUU según sus activos. Al menos así lo notificó la compañía de Buffett a la Comisión de Mercados y Valores (SEC, por sus siglas en inglés).

La salida del banco, donde Berkshire contaba con alrededor de cinco millones de acciones, a un precio total de 75 millones de dólares, no fue la única escapada que el oráculo de Omaha realizó durante el último trimestre del año pasado. Así, entre otros valores en los que Buffett ha decido retirar su dinero se encuentran compañías como Fiserv, Nike, Nestlé, Nalco, Lowe´s y Comcast.

Aunque es conocido por invertir a largo plazo es cierto que, en ocasiones, también compra valores a corto y medio plazo que vende para sacar provecho cuando las acciones comienzan a sobrecalentarse. No hay que olvidar que en el cuarto trimestre de 2010, Nestlé se revalorizó un 10 por ciento, los almacenes Lowe´s cerca de un 13 por ciento, Comcast un 22 por ciento y Nalco cerca de un 27 por ciento.

Frente la salida de compañías de su portafolio, Buffett demostró su extrema confianza en Wells Fargo, donde compró otros 6,2 millones de acciones en el cuarto trimestre de 2010, por lo que el banco supone ya un 20 por ciento del total de las inversiones de uno de los hombres más ricos del mundo, que ascienden hasta los 52.500 millones de dólares.

De momento, el multimillonario gurú prefirió no añadir nuevas compañías durante los tres últimos meses del año e igualó posiciones en entidades como Bank of New York Mellon y Moody´s.

Fuente: http://www.eleconomista.es/mercados-cot ... erica.html
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Re: Martes 15/02/11 Manufactura en NY, ventas retail, ind. c

Notapor Victor VE » Mar Feb 15, 2011 7:46 am

Si se retira de ahi es por algo..
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Re: Martes 15/02/11 Manufactura en NY, ventas retail, ind. c

Notapor admin » Mar Feb 15, 2011 7:56 am

Los futures del Dow Jones 6 puntos a la baja.

Oil up 85.25, Au up 1,373.30
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Re: Martes 15/02/11 Manufactura en NY, ventas retail, ind. c

Notapor admin » Mar Feb 15, 2011 8:00 am

-8

Libor igual 0.31%

Yields up 3.65%

Europa mixta, el Asia cerro mixta.

Ag up 30.75, futures cu down 4.59
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Re: Martes 15/02/11 Manufactura en NY, ventas retail, ind. c

Notapor admin » Mar Feb 15, 2011 8:01 am

Copper February 15,07:58
Bid/Ask 4.5796 - 4.5820
Change -0.0421 -0.91%
Low/High 4.5582 - 4.6294
Charts

Nickel February 15,07:59
Bid/Ask 13.0557 - 13.0630
Change +0.0653 +0.50%
Low/High 12.9133 - 13.1143
Charts

Aluminum February 15,07:59
Bid/Ask 1.1152 - 1.1155
Change -0.0048 -0.43%
Low/High 1.1091 - 1.1236
Charts

Zinc February 15,07:58
Bid/Ask 1.1290 - 1.1297
Change +0.0029 +0.26%
Low/High 1.1208 - 1.1366
Charts

Lead February 15,07:59
Bid/Ask 1.1957 - 1.1969
Change +0.0018 +0.15%
Low/High 1.1809 - 1.2007
Charts

Uranium Feb
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Re: Martes 15/02/11 Manufactura en NY, ventas retail, ind. c

Notapor admin » Mar Feb 15, 2011 8:03 am

7:47 a.m. EST 02/15/11Treasurys Price Chg Yield %
2-Year Note -2/32 0.875
10-Year Note -6/32 3.646
* at close

7:50 a.m. EST 02/15/11Futures Last Change Settle
Crude Oil 85.22 0.41 84.81
Gold 1373.2 8.1 1365.1
DJ Industrials 12225 1 12224
S&P 500 1326.60 -1.10 1327.70

8:02 a.m. EST 02/15/11Currencies Last (bid) Prior Day †
Japanese Yen (USD/JPY) 83.78 83.31
Euro (EUR/USD) 1.3515 1.3487
† Late Monday in New York.
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