Viernes 27/03/20 Inflación

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https://lta.reuters.com/articulo/mercad ... AKBN21E1DE

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https://lta.reuters.com/articulo/salud- ... E0RN-OUSLT

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Billionaire Leon Cooperman: I’m optimistic the stock market has bottomed on coronavirus fears
PUBLISHED FRI, MAR 27 20208:09 AM EDTUPDATED 20 MIN AGO
Kevin Stankiewicz
@KEVIN_STANK
“If the economic shutdown goes beyond April into the third quarter, I would be less optimistic,” longtime investor Leon Cooperman told CNBC on Friday.
“I think it’s gone as far as it should go,” the Omega Advisors founder said of the market drop.
“The market is in the zone of fair valuation,” he added, and investors should stay “very defensive” until more is known about the trajectory of the coronavirus in the U.S.
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Billionaire investor Leon Cooperman calls a market bottom on coronavirus fears
Billionaire investor Leon Cooperman told CNBC on Friday he’s optimistic that the stock market has bottomed on coronavirus fears.

“If I’m right on the virus call, if I’m right and that’s the big ‘if’ ... I think the market at the recent low ... was close enough to the bottom to be called the bottom,” Cooperman said on “Squawk Box.”


The S&P 500 hit its recent low of 2191.86 on Monday, which was about 35% lower than the index’s last month’s all-time high.

“If the economic shutdown goes beyond April into the third quarter, I would be less optimistic,” said Cooperman, founder of the Omega Advisors investment firm, which he turned into a family office at the end of 2018.

The investor, who made his fortune picking individual stocks, said he sees an S&P range of 2,200 to 2,800 this year.

“I feel very strongly that individual stocks are much more attractive than [buying] the S&P 500,” Cooperman continued. He said he has added to his Alphabet holdings in recent weeks.

“We’re looking to add to Facebook and Adobe. We own Amazon. We look to add to that on weakness,” he said.


Cooperman’s comments Friday came as Dow futures were pointing to an opening loss of around 700 points.

The Dow Jones Industrial Average on Thursday surged over 1,350 points, or 6.4%, capping its biggest three-session winning streak since 1931. The S&P 500 rose 6.4% on Thursday.

Both indexes remained in bear market territory, with losses for each still exceeding 20% from recent 52-week highs heading into Friday’s trading.

“I found the rally off the bottom in the few couple days impressive. I think it’s gone as far as it should go,” Cooperman said. “The market is in the zone of fair valuation. Until we get more of a handle on the virus, I would think that one should be very defensive.”

Earlier this month, he said investors who are trying to manage the stock market’s coronavirus-driven volatility needed to be patient. Don’t buy on margin, “just know what you own and be patient,” Cooperman told CNBC on March 1.

Cooperman offered similar advice Friday, telling investors “that this is not your last chance” to buy.

“I would not want to borrow money. I would want to be a cash-basis investor. I would want to stick with quality in the market,” he said.

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El voto por el estímulo en la Cámara de Representantes está programado para hoy día. Hay por lo menos un Republicano que se opone al paquete.

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El gasto del consumidor subió moderadamente en Febrero.

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US consumer spending rises moderately in February
PUBLISHED FRI, MAR 27 20208:31 AM EDTUPDATED 43 MIN AGO
Reuters
GP: Cash transaction at retail store 171123
A cashier, left, returns cash to a customer at a Vineyard Vines store in Illinois.
Daniel Acker | Bloomberg | Getty Images
U.S. consumer spending rose moderately in February and momentum is set to fade rapidly in the coming months, with the coronavirus pandemic upending life for Americans.

The Commerce Department said on Friday consumer spending, which accounts for more than two-thirds of U.S. economic activity, increased 0.2% last month after rising by the same margin in January. Economists polled by Reuters had forecast consumer spending gaining 0.2% in February.

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Credit Suisse is ‘convinced’ market now offers ‘attractive value’ and gave clients a buy list
PUBLISHED THU, MAR 26 202010:37 AM EDT
Pippa Stevens
@PIPPASTEVENS13
(This story is for CNBC PRO subscribers only.)

With stocks rallying for a third straight day, and with the $2 trillion stimulus bill on its way to the House, Credit Suisse believes the worst of the market rout may now be over.

“We have become more confident that the economic fallout from this crisis can be contained to a sharp but temporary contraction, followed by a recovery later in the year,” the firm said in a note to clients Wednesday.

In expectation of a coming recovery, the firm said it’s moving stocks to a small overweight position. “On a 6–12 month horizon, we feel convinced that equities offer attractive value,” the note said.

Credit Suisse identified 10 investment ideas that offer upside amid the COVID-19 outbreak, including “edutainment” and health-tech names, as well as “bombed-out” high conviction stocks and defensive dividend stocks.

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El sentimiento del consumidor nadó de 101 en Febrero a 89.1 En Marzo debido al Coronavirus.

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Parece que Boeing no recibirá ayuda del gobierno, eso tiene a la acción profundamente a la baja y afectando al Dow Jones ya que es uno de sus componentes.

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https://money.cnn.com/data/dow30/

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Los cruceros tampoco recibirán ayuda del gobierno porque no están registrados en USA. Se están derrumbando también.

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-839.28

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https://www.bvl.com.pe/

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LAST CHG %CHG
DJIA 21592.46 -959.71 -4.26
S&P 500 2529.83 -100.24 -3.81
Nasdaq Composite 7509.59 -287.94 -3.69
Japan: Nikkei 225 19389.43 724.83 3.88
UK: FTSE 100 5468.67 -347.06 -5.97
Crude Oil Futures 21.31 -1.29 -5.71
Gold Futures 1616.80 -34.40 -2.08
Yen 108.18 -1.39 -1.27
Euro 1.0986