Viernes 05/01/18 la situación del empleo

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Viernes
Eventos económicos

La creación de empleo en Diciembre
El nivel de desempleo
Órdenes de fábricas
ISM no manufacturero



John Williams speaks on Sunday
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Employment Situation
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International Trade
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Factory Orders
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ISM Non-Mfg Index
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Patrick Harker Speaks
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Loretta Mester Speaks on Saturday
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Baker-Hughes Rig Count
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Treasury STRIPS
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UK: FTSE 100 7695.88 24.77 0.32%
CURRENCIES5:35 PM EST 1/4/2018
LAST(MID) CHANGE
Euro (EUR/USD) 1.2070 0.0003
Yen (USD/JPY) 112.75 0.00
Pound (GBP/USD) 1.3550 -0.0002
Australia $ (AUD/USD) 0.7866 0.0003
Swiss Franc (USD/CHF) 0.9746 0.0000
WSJ Dollar Index 85.63 -0.00
GOVERNMENT BONDS4:57 PM EST 1/04/2018
PRICE CHG YIELD
U.S. 10 Year -1/32 2.454
German 10 Year 2/32 0.435
Japan 10 Year -2/32 0.057
FUTURES5:23 PM EST 1/04/2018
LAST CHANGE % CHG
Crude Oil 61.89 0.26 0.42%
Brent Crude 67.98 0.14 0.21%
Gold 1324.0 5.5 0.42%
Silver 17.270 0.003 0.02%
E-mini DJIA 25066 188 0.76%
E-mini S&P 500 2725.00 14.00 0.52%

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https://www.bloomberg.com/news/articles ... g-declines

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Trump gets a powerful new ally in his war with the FBI

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David Tepper says market is as 'cheap’ as a year ago, bullish on Trump’s tax cuts

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Apple and two other tech giants could drive the market to more records, says technician

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Apple and two other tech giants could drive the market to more records, says technician
Heidi Chung | @heidi_chung
Published 5 Hours Ago Updated 4 Hours Ago
CNBC.com
PLAY VIDEO
Apple and two other tech giants could drive the market to new records, says technician
The major indexes are soaring to record highs to start the year and breaching major milestones. The Dow soared past 25,000, the S&P 500 cracked 2,700 and the Nasdaq closed above 7,000 for the first time ever.
As tech continues to drive the market, one technician has three mega-cap tech stocks that could pave the way to more record highs.
"The calendar has changed, but the game remains the same. The name of the game is to buy big-cap technology," Rich Ross, head of technical analysis at Evercore ISI, said Wednesday on CNBC's "Trading Nation."

First, Ross looked at the best-performing stock over the last 12 months: Nvidia.
The chip rip

Shares of Nvidia, which have more than doubled in the last 12 months, are trading within a hair of their all-time high, and Ross says the charts show that the stock is poised for an explosive breakout.
"We set it up last week ... you had a 15 percent pullback, but importantly, now we have tested and held key support [above the 100-day moving average]."
Furthermore, Ross said that Nvidia's chart has formed a strong base of support for about one month, and on Wednesday, the stock jumped more than 6 percent and claimed the key 50-day moving average.
"That has set Nvidia up for a breakout to a new high here ... we're talking about $250 with potential upside to $300 over time," Ross said.
Nvidia stock is trading about 2 percent from its all-time high.
King of the jungle

Next, Ross pointed to Amazon.
Looking at a chart of the e-commerce giant, Ross illustrated that the stock has formed a bull-flag continuation pattern. Bull-flag patterns are often looked at by technicians as a bullish sign of a continued uptrend. "I think the stock gets up to $1,250 and as high as $1,400."
Shares of Amazon hit an all-time high Thursday and were trading in the $1,208.50 range at midday.
The big Apple

"Finally, we finish with the big boy here. I'm still beating the drum here for Apple," Ross said.
According to Ross, the stock has set up for a big breakout with a multibase of support and has also formed a bull-flag pattern. "Buy this stock in anticipation of earnings in the first week of February."
"I think this stock breaks out here and tests that $195, $200 [level], and that gets you to that trillion-dollar market cap," he added.
Analysts polled by FactSet are expecting Apple to report earnings of $3.78 per share on $86 billion in revenue.

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Crecimiento del sector de servicios japonés se ralentiza levemente en diciembre

TOKIO (Reuters) - El sector de servicios de Japón creció a un ritmo ligeramente más lento en diciembre luego de que los nuevos pedidos se expandieron a su ritmo más lento en 15 meses, lo que sugiere que la actividad económica general se moderó a fines del 2017.

Foto de archivo: Rina Mitsutake asa un trozo de carne en un restaurante en Yokohama, al sur de Tokio, 27 de julio del 2011. REUTERS/Yuriko Nakao
El sondeo de Markit/Nikkei publicado el viernes mostró que el índice de gerentes de compras (PMI, por su sigla en inglés) del sector de servicios japonés bajó a 51,1 en diciembre en una base ajustada estacionalmente, a su menor nivel en tres meses, desde 51,2 en noviembre.

El índice se mantuvo por encima del umbral de 50, que separa la expansión de la contracción, por décimoquinto mes consecutivo.

El índice de nuevos negocios bajó a 51,1 desde 53,7 el mes anterior, para anotar su nivel más débil desde septiembre del 2016.

“Las empresas del sector de servicios observaron un debilitamiento adicional del crecimiento de la actividad durante el último mes del cuarto trimestre”, dijo Joe Hayes, economista de IHS Markit, que compila la encuesta.

“De hecho, el ritmo de expansión se redujo a su segundo nivel más lento en el 2017”, agregó.

Reporte de Stanley White. Editado en español por Carlos Aliaga

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Expresidente peruano Fujimori sale de clínica y es hombre libre tras 12 años en prisión
Redacción de Reuters
LIMA (Reuters) - El exmandatario peruano Alberto Fujimori, recientemente indultado de sus condenas por abusos a los derechos humanos, salió el jueves de una clínica en Lima por primera vez en 12 años como un hombre libre, saludando a sus simpatizantes en una silla de ruedas tras obtener el alta médica.

El expresidente peruano Alberto Fujimori, acompañado por su hijo Kenji, sale del hospital Centenario en Lima, Perú, 4 de enero del 2018. REUTERS/Alexis Pasquel
Fujimori, de 79 años, fue indultado por el mandatario peruano, Pedro Pablo Kuczynski, en la víspera de Navidad en una controvertida decisión que generó celebraciones entre sus simpatizantes y reclamos de sus detractores.

El jueves, imágenes de televisión local mostraron a Fujimori mientras salía de la clínica Centenario Peruano Japonesa, en compañía de su hijo menor Kenji, y luego fue escoltado por la policía y periodistas hasta una residencia en el distrito exclusivo de La Molina.

El exmandatario, que gobernó el país durante la década de 1990, salió sonriente con una chaqueta y camisa azul, saludando a numerosos periodistas y seguidores que se habían congregado frente a la clínica donde había sido internado el 23 de diciembre por un cuadro de “hipotensión” y “arritmia” antes de ser indultado.

“Es un paciente convaleciente en este momento, no está con las fuerzas necesarias, pero va ir y continuar por el camino de la recuperación”, dijo Alejandro Aguinaga, médico de cabecera de Fujimori, a la cadena local Canal N.

La hija del exmandatario, Keiko Fujimori, publicó una foto en su cuenta de Twitter junto a su padre, Kenji y sus otros dos hermanos. “Muy contentos de darle la bienvenida a nuestro padre en esta nueva etapa de su vida”, afirmó Keiko en Twitter.

La liberación del exmandatario conservador suscita una profunda división política en Perú y dio paso la semana pasada a protestas de miles de personas en Lima y en varias ciudades del país.

Observadores y políticos de oposición dicen que el perdón fue producto de una negociación política, porque tres días antes Kuczynski logró eludir una destitución en el Congreso gracias a los votos de una corriente liderada por Kenji Fujimori que rechazó la moción.

Reporte de Teresa Céspedes y Marion Giraldo. Editado por Carlos Aliaga

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LAST CHANGE % CHG
DJIA 25295.87 220.74 0.88%
Nasdaq 7136.56 58.64 0.83%
S&P 500 2743.15 19.16 0.70%
Russell 2000 1560.01 4.29 0.28%
Global Dow 3175.51 18.44 0.58%
Japan: Nikkei 225 23714.53 208.20 0.89%
Stoxx Europe 600 397.35 3.67 0.93%
UK: FTSE 100 7724.22 28.34 0.37%
CURRENCIES5:05 PM EST 1/05/2018
LAST(MID) CHANGE
Euro (EUR/USD) 1.2032 -0.0036
Yen (USD/JPY) 113.05 0.30
Pound (GBP/USD) 1.3569 0.0017
Australia $ (AUD/USD) 0.7860 -0.0003
Swiss Franc (USD/CHF) 0.9746 0.0000
WSJ Dollar Index 85.68 0.05
GOVERNMENT BONDS4:58 PM EST 1/05/2018
PRICE CHG YIELD
U.S. 10 Year -7/32 2.479
German 10 Year -3/32 0.444
Japan 10 Year -2/32 0.061
FUTURES5:14 PM EST 1/05/2018
LAST CHANGE % CHG
Crude Oil 61.59 -0.42 -0.68%
Brent Crude 67.72 -0.35 -0.51%
Gold 1320.3 -1.3 -0.10%
Silver 17.260 -0.009 -0.05%
E-mini DJIA 25278 225 0.90%
E-mini S&P 500 2742.50

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Dow surges more than 200 points, caps off best start to a year since 2006
Fred Imbert | Alexandra Gibbs
Published 12 Hours Ago Updated 1 Hour Ago
CNBC.com
The Dow and Nasdaq had their best start to a year since 2006.
Stocks closed at record highs and posted strong weekly gains.
The U.S. economy added 148,000 jobs in December, according to the Labor Department. Economists polled by Reuters expected a gain of 190,000.
Stocks rose on Friday, capping off a strong start to the new year, as Wall Street shook off jobs data that missed expectations.
The Dow Jones industrial average advanced 220.74 points to close at 25,295.87. The S&P 500 climbed 0.7 percent and finished at 2,743.15, with tech stocks rising 1.2 percent. The Nasdaq composite gained 0.8 percent to 7,136.56 as Alphabet and Amazon shares hit record highs. The major indexes also reached all-time highs.
The Dow and Nasdaq enjoyed their best start to a year since 2006, notching their biggest four-day gain to kick off a year since then.

"Valuations long term are stretched but people are looking past that because of the tax cuts," said John Serrapere, director of research at Arrow Funds. President Donald Trump signed a bill last month that slashed the corporate tax rate to 21 percent from 35 percent.
The U.S. economy added 148,000 jobs in December, according to the Labor Department. Economists polled by Reuters expected a gain of 190,000.
"I think the net-net effect in the market is neutral," said Randy Frederick, vice president of trading and derivatives at Charles Schwab. "Yes, the numbers were a bit disappointing, but not so much that they change Fed policy, for example."
"December and January are also notorious months for being off the mark," Frederick said.
U.S. stock index futures initially pared gains after the data were released, but quickly recovered. Dow futures briefly traded 100 points higher.
The report "keeps inflationary pressures at bay for now, and the Fed less pressured to move beyond the already discounted three rate hikes for 2018," said Quincy Krosby, chief market strategist at Prudential Financial.
Other data released Friday include the non-manufacturing ISM index, which fell to 55.9 in December from 57.4 in November. Factory orders, meanwhile, rose 1.3 percent in November, exceeding expectations.
U.S. equities kicked off 2018 with a bang. The Dow, S&P and Nasdaq rose 2.3 percent, 2.6 percent and 3.4 percent, respectively, this week. The S&P 500 and the Nasdaq also had their biggest weekly gains since December 2016.

They have also notched key milestones this week. The Dow closed above 25,000 for the first time on Thursday. It took the Dow just 23 trading days to rally from 24,000 to 25,000, marking the fastest 1,000 point move in the index's history. The move is also tied for the fastest ever in terms of calendar days at 35.
The S&P 500 and Nasdaq finished above 2,700 and 7,000, respectively, for the first time ever earlier in the week.
Overseas, international markets posted solid gains on the last trading day of the week, as investors shrugged off concerns surrounding geopolitical tensions between North Korea and the West, and focused on the positive momentum seen in markets.
Ths Stoxx 600, which tracks a wide swath of European stocks, rose 0.9 percent. In Asia, the Nikkei 225 jumped 0.9 percent, while the Shanghai composite gained 0.2 percent.
In corporate news, shares of Target and Lowe's rose 0.4 percent and 1.6 percent, respectively, after being upgraded at Barclays. Analysts cited a stimulus to retailers from the recent tax code overhaul and "improved flexibility to make necessary investments without negatively impacting EPS results."
Cisco shares climbed 1.4 percent, hitting their highest level in nearly 17 years, after Bank of America Merrill Lynch upgraded them to buy from neutral. "The company is in the early stages of a positive transition to software," analyst Tal Liani said. Liani also noted Cisco has strong free cash flow and a low valuation compared with its competitors.
Google-parent Alphabet rose 1.3 percent and hit a record high of $1,113.58. Amazon climbed 1.6 percent and reached an all-time high of $1,229.14.

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It Was the Best Week for Stocks in a Year

More stories by Elena Popina
January 5, 2018, 4:57 PM EST
It always looks inevitable in retrospect.

Why wouldn’t U.S. stocks rally, surging to the biggest weekly gain in a year, amid earnings euphoria like this? With no hint of fatigue, the S&P 500 Index spent the holiday-shortened week rolling past 2,700, while the Dow Jones Industrial Average jumped over 25,000. Ninety-eight companies in the Nasdaq 100 rose.

It happened as Wall Street stock analysts were jacking up profit forecasts. So fast that a measure tracking the frequency of upward earnings revisions to downward hit the highest level since 2011. The result was the best start to a year for the S&P 500 since 1999.

“This doesn’t mean the index will go straight up from here, but the economic fundamentals are strong enough to support the stocks,” said Phil Orlando, chief equity strategist at Federated Investors. “Corporate earnings growth has been solid in the last nine months, we expect another double-digits in the fourth quarter. The party is going to continue.”


Maybe it was easier than it looked to predict a blowout week for equities. Between the last week of December and the first week in January, the S&P 500 has reversed direction every year since 2011. A possible explanation is the expiration of government policies on Dec. 31.

The pattern played out this week, with the S&P 500 jumping 2.6 percent after a 0.4 drop in the last four days of 2017. The index was up in each of the four sessions, a start matched only twice since 1990. Both times, in 2006 and 2010, the index jumped at least 12 percent for the year.

Predictable About-Face

S&P 500 has changed its course entering the new year in the past seven instances

Source: Bloomberg

Sideways Christmas price action shifted to an upward slope for the S&P 500, which has been buoyed by Wall Street analysts boosting earnings forecasts and year-end estimates. UBS’s Keith Parker was one of them, raising his 2018 S&P year-end forecast to 3,150 and the index’s per-share earnings to $157 from $141 amid optimism that tax cuts and stock buybacks will support the rally. Among 17 strategists tracked by Bloomberg, the average estimate for the S&P at the year-end stands at 2,886, up about 5 percent from Friday’s close.

Companies in the S&P 500 will earn $148.3 a share in 2018, compared with $128.6 in 2017, according to Wall Street analysts tracked by Bloomberg. The implied 15 percent growth rate compares with a projection of 14 percent at this time last year and would represent the fastest increase since 2010.

“You’re seeing an unusual outpouring or earnings estimate revisions upward by Wall Street analysts. You could say, where were they all along?’,” said Marshall Front, chief investment officer at Front Barnett Associates. “You can’t really blame them. I’ve been telling people for years that there would be a five, 10, even 15 percent correction. I’m wrong all the time.”

Last year’s rally, the biggest since 2013, quieted equity bears who had voiced concerns the market, which hasn’t had a 5 percent drop in more than 16 months, is poised for a reversal. Corporate tax cuts, widely seen as a positive for the market this year, could be a headwind to growth in 2019, Savita Subramanian, a strategist at Bank of America Merill Lynch, said in a note this week.

For now, the fundamental backdrop for equities remains bullish. Globally, a synchronized economic expansion around major markets is driving appetites for riskier assets. In the U.S., the Federal Reserve’s repeated call for a gradual rate hike provides investors few surprises.


The S&P 500 rose 2.6 percent to 2,743.15, while the Dow Jones climbed 2.3 percent to 25,295.87. Long momentum, a strategy that returned the most since 1999 last year, rose the most in more than two years this week.

“It feels like the late phase of a bull market in which investors are capitulating on their reluctance, and joining the party because they cannot identify any downward catalysts,” said Matthew Litfin, portfolio manager of the Columbia Acorn Fund at Columbia Threadneedle Investments. “Instead, investors now see lower corporate taxes ahead, global economic growth accelerating, and valuation on ‘post-tax-reform earnings’ that is palatable.”

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El desempleo en su nivel más bajo en 17 años.
https://www.wsj.com/articles/u-s-employ ... 1515159117

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