Viernes 17/03/17 Produccion industrial

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https://www.wsj.com/articles/u-s-housin ... 1489667694

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https://www.wsj.com/articles/u-s-housin ... 1489667694

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3.20 0.23%
Global Dow 2705.89 1.97 0.07%
Japan: Nikkei 225 19521.59 -68.55 -0.35%
Stoxx Europe 600 377.96 0.23 0.06%
UK: FTSE 100 7428.32 12.37 0.17%
CURRENCIES7:18 AM EDT 3/17/2017
LAST(MID) CHANGE
Euro (EUR/USD) 1.0743 -0.0024
Yen (USD/JPY) 113.21 -0.10
Pound (GBP/USD) 1.2369 0.0008
Australia $ (AUD/USD) 0.7692 0.0015
Swiss Franc (USD/CHF) 0.9964 -0.0001
WSJ Dollar Index 90.67 0.02
GOVERNMENT BONDS7:18 AM EDT 3/17/2017
PRICE CHG YIELD
U.S. 10 Year 4/32 2.527
German 10 Year -3/32 0.460
Japan 10 Year 0/32 0.078
FUTURES7:08 AM EDT 3/17/2017
LAST CHANGE % CHG
Crude Oil 49.04 0.29 0.59%
Brent Crude 52.01 0.27 0.52%
Gold 1228.6 1.5 0.12%
Silver 17.385 0.055 0.32%
E-mini DJIA 20899 17 0.08%
E-mini S&P 500

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Copper March 17,06:59
Bid/Ask 2.6670 - 2.6677
Change +0.0066 +0.25%
Low/High 2.6407 - 2.6702
Charts

Nickel March 17,06:56
Bid/Ask 4.6214 - 4.6236
Change +0.0076 +0.16%
Low/High 4.5873 - 4.6440
Charts

Aluminum March 17,06:59
Bid/Ask 0.8613 - 0.8615
Change +0.0041 +0.48%
Low/High 0.8504 - 0.8622
Charts

Zinc March 17,06:59
Bid/Ask 1.2932 - 1.2939
Change +0.0157 +1.23%
Low/High 1.2719 - 1.2964
Charts

Lead March 17,06:58
Bid/Ask 1.0249 - 1.0256
Change +0.0111 +1.10%
Low/High 1.0111 - 1.0283

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BCE decidirá más adelante si sube tasas o pone fin a su programa de compra de activos: Nowotny

FRÁNCFORT (Reuters) - El Banco Central Europeo decidirá más adelante si sube las tasas de interés, antes o después de acabar con su programa de compra de bonos, dijo el jueves el responsable del BCE Ewald Nowotny a un diario alemán.

El gobernador del banco central austriaco dijo que el BCE podría aumentar la remuneración de los depósitos bancarios, que ahora está por debajo de cero, antes que las tasas principales a las que presta a los bancos.

Sus declaraciones provocaron interrogantes sobre la propia directriz del BCE, reiterada hace solo una semana, de que las tasas de interés seguirán en el nivel actual -y que incluso podrían caer- hasta bastante después de que finalice el programa de compra de bonos por 2,3 billones de euros del banco central de la zona euro.

Con la inflación en la zona euro en la senda de la recuperación, el BCE está siendo presionado, en especial por parte de Alemania, para poner fin a su política de tipos de interés excepcionalmente bajos y de impresión de dinero.

Algunos de sus responsables plantearon en la reunión de la semana pasada la posibilidad de una subida de los tipos antes de que acabasen las compras de bonos, pero no lograron un amplio apoyo a la propuesta.

Preguntado si el BCE dejará de comprar deuda o subirá antes los tipos si continúa la tendencia económica positiva, Nowotny dijo al periódico alemán Handelsblatt: "Lo decidiremos cuando llegue el momento".

"Está el modelo estadounidense de poner fin primero a la compra de bonos. Si esto puede o no aplicarse a Europa de igual manera es algo que tendría que debatirse", añadió.

Nowotny dijo que tampoco es necesario aumentar todos los tipos de interés al mismo tiempo y en la misma cantidad.

(Información de Edward Taylor y Balazs Koranyi; escrito por Michelle Martin y Francesco Canepa; editado por Richard Lough; traducido por Enrique Anarte)

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Dólar cae a mínimo de 5 semanas, mercado espera reunión G-20

Por Ritvik Carvalho

LONDRES (Reuters) - El dólar caía el viernes y tocaba mínimos de cinco semanas contra otras divisas principales, luego de las cautas señales de la Reserva Federal esta semana sobre las próximas alzas a sus tasas de interés y porque preocupa que se entregue un mensaje proteccionista en la reunión del G-20 de este fin de semana.

* Aunque el miércoles la Fed subió los tipos, no cambió una perspectiva anterior para un total de tres alzas este año. Eso decepcionó a quienes habían tomado posiciones largas en el dólar, que anticipaban cuatro posibles incrementos este año y previsiones más agresivas para 2018.

* A las 1045 GMT, el índice dólar perdía un 0,17 por ciento a 100,19, luego de caer más temprano a 100,16, su nivel más bajo desde el 9 de febrero. En la semana, el índice acumula un retroceso de 1 por ciento y desde el miércoles ha bajado un 1,5 por ciento.

* "El dólar ha estado a la defensiva desde la reunión de la Fed", observó Valentin Marinov, estratega de Crédit Agricole. "Pero el conductor principal (a partir de ahora) será lo que se desprenda de la reunión del G-20, más que otra cosa; donde Estados Unidos ratificará su demanda de condiciones comerciales más justas".

* El mercado cambiario observará con una enorme atención las discusiones en Baden Baden. Cualquier manifestación de una iniciativa de Washington contra un dólar alto probablemente debilite a la divisa.

* Un borrador del comunicado del G-20 conocido el viernes no contenía referencias a rechazar el proteccionismo, pero sí reiteró el compromiso de los líderes de evitar devaluaciones competitivas de las monedas.

* El euro sumaba un 0,05 por ciento a 1,0769 dólares. Contra el yen, la divisa estadounidense caía un 0,06 por ciento a 113,23 unidades.

(Editado en español por Janisse Huambachano)

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http://elcomercio.pe/movil/economia/per ... ia-1976685

[Orlando]

Aqui en Perú los aluviones hacen estragos a la economía, y el gobierno desgraciadamente
hace alarde de una ineptitud impresionante, parecen estar en la Luna. Falta liderazco
y esto parece una barco a la deriva a punto de zozobrar y un presidente que no esta para
estas lides. El Perú necesita un gobernante mucho mas joven.Saludos

[admin]

20922.42 -12.13 -0.06%
Nasdaq 5892.75 -8.01 -0.14%
S&P 500 2379.05 -2.33 -0.10%
Russell 2000 1383.63 -2.40 -0.17%
Global Dow 2704.25 0.33 0.01%
Japan: Nikkei 225 19521.59 -68.55 -0.35%
Stoxx Europe 600 377.58 -0.15 -0.04%
UK: FTSE 100 7419.46 3.51 0.05%
CURRENCIES11:02 AM EDT 3/17/2017
LAST(MID) CHANGE
Euro (EUR/USD) 1.0747 -0.0021
Yen (USD/JPY) 112.78 -0.53
Pound (GBP/USD) 1.2369 0.0008
Australia $ (AUD/USD) 0.7702 0.0025
Swiss Franc (USD/CHF) 0.9971 0.0006
WSJ Dollar Index 90.58 -0.07
GOVERNMENT BONDS11:02 AM EDT 3/17/2017
PRICE CHG YIELD
U.S. 10 Year 11/32 2.502
German 10 Year 4/32 0.435
Japan 10 Year 0/32 0.078
FUTURES10:52 AM EDT 3/17/2017
LAST CHANGE % CHG
Crude Oil 48.82 0.07 0.14%
Brent Crude 51.80 0.06 0.12%
Gold 1229.5 2.4 0.20%
Silver 17.345 0.015 0.09%
E-mini DJIA 20877 -5 -0.02%
E-mini S&P 500 2376.50

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Peru -0.1%
http://www.bvl.com.pe

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ViX down 11.01

Oil up 48.79

+15.19

Au up 1,229.70

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Lo mismo tiene que hacer Perú
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https://www.wsj.com/articles/brazil-pol ... 1489754884

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Los recortes de gastos que ha propuesto Trump no son ni el 3% del presupuesto total del pais.

Ag up 17.40

Merkel reunida con Trump, emitiran un comunicado en breve.

Oil up 48.70

+18.53

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The Republicans Relearn Politics

The health-care bill is far from dead, and a contentious debate is a sign of vigor.

By Kimberley A. Strassel March 16, 2017 7:02 p.m. ET
House Speaker Paul Ryan in the U.S. Capitol, March 13.
House Speaker Paul Ryan in the U.S. Capitol, March 13. Photo: jim lo scalzo/European Pressphoto Agency

With a hat-tip to Mark Twain, reports of the death of the Republican health-care bill have been greatly, vastly, even bigly exaggerated. What we are witnessing isn’t a legislative demise, but the rebirth of a long-lost Washington concept: politics.

From the moment Speaker Paul Ryan unveiled his ObamaCare repeal-and-replace bill, the media have declared it a doomed project. The newspapers have run out of synonyms for division, disunity, discord, conflict, struggle, mess. Since the only thing the media enjoy more than bashing Republicans is helping Republicans bash each other, the cable stations have offered a nonstop loop of a handful of GOP naysayers and grandstanders (cue Rand Paul) who wish the bill ill.

Perhaps the talking heads can be excused for their dim outlook. The Obama administration marked one of the more dysfunctional and destructive periods in Washington—eight years of threats, executive rule, noncommunication and opposition politics. So it is undoubtedly confusing for some people suddenly to watch an honest-to-goodness legislative process, with all its negotiating, horse-trading and consensus-building.

Under prior management, Nancy Pelosi did her thing, Harry Reid did his thing, President Obama did his thing, and the three tried not to talk if at all possible. The Obama legislative affairs team couldn’t have found Capitol Hill with a map.
Podcast Name
The Path to ObamaCare Repeal

Paul Gigot, Kim Strassel, and Joe Rago discuss the path to ObamaCare repeal and James Comey's future.
Click to Listen
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Lessons From Obama’s Failure
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Obama’s Midnight Regulation Express
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Trump’s Federalist Revival
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Steve Bannon on Politics as War
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Today’s negotiations over the health bill feature a White House that is working hand-in-hand with congressional leaders to get to yes. Even as the critics looped on cable TV, the Trump administration was working with House leaders on a substantive amendment to the bill to address conservative concerns before the legislation hits the floor.

Vice President Mike Pence held a listening session Wednesday with the Republican Study Committee, an influential bloc of 170 House conservatives. President Trump met last week with conservative activists. Sources confirm daily telephone round robins among Mr. Ryan, Mitch McConnell, President Trump, Mr. Pence, White House chief of staff Reince Priebus, and Secretary of Health and Human Services Tom Price.
One sign of progress: Rep. Mark Meadows (of the Freedom Caucus) and Sen. Ted Cruz (of Cruz-Still-For-President) penned a joint op-ed Thursday for this newspaper’s online edition, laying out their demands for the health-care bill. These two super-critics have not only refused to walk away from the negotiating table but are positioning themselves potentially to take credit for changes.

President Obama disdained Congress and didn’t want to legislate. He waited to see if he liked what his Democratic underlings brought him. Today veterans of the legislative process are professing admiration for the way Mr. Trump is handling this deal.

On the one hand, the president has made clear that the Ryan bill must be the vehicle for repeal and replace, and that the consequences of failure would be severe. His rally planned for Monday in Kentucky (cue Rand Paul again) is designed to demonstrate the pressure he can exert on Republican holdouts.

On the other hand, Mr. Trump has wisely refrained from publicly committing to the specifics of the bill, instead using behind-the-scenes meetings to listen, negotiate, nudge. He has, to his credit, ignored all those putative allies telling him to ditch Mr. Ryan & Co.

Speaker Ryan is avoiding his predecessor’s mistakes, too. During the Obama years, Speaker John Boehner struggled to control his conference and the legislative process. True, Mr. Ryan is negotiating, but he’s also relentlessly driving the bill through the chamber. By Thursday, it had cleared three committees, with only three GOP defections. Next up is the Rules Committee, and then it comes to the floor. Mr. Ryan is banking on these deadlines to drive Republicans to make their final deals and then get behind the bill.

He also seems to understand his chamber’s outsize role here. The bill can pass the House only with conservative support. Once gained, that support will make it much harder for GOP senators to balk. Leadership will be able to focus on the demands of a much smaller number of skeptics, and Mr. Trump will be able to target his considerable powers on defectors.

Could all this break down? Yes, but then again, a bill dies only when leadership stops pushing it. Mr. Ryan shows no sign of stopping. This is how it works. Go read your old copy of “Showdown at Gucci Gulch,” which tells how the 1986 tax reform was “dead” a dozen times—until it wasn’t.

This process takes time because the GOP is itself relearning the political craft. It was easy in the Obama years to back “perfect” House legislation, since it would never get through the Senate. It was easier to oppose than it is to propose. Some conservative lawmakers seem to have realized only now that they’d have been better off working in their committees to improve today’s health-care bill than to complain and then later ask for changes.

Is health-care reform inevitable? No. But is it a lost cause? Not even close. Oh, this will be ugly and messy and painful. But only because that’s how real, old-fashioned politics works.

Write to kim@wsj.com.

Appeared in the Mar. 17, 2017, print edition.

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+23.31