Hola a todos 12/04/24

[admin]

Regreso. Estuvo mucho tiempo desconectado, traté de comunicarme con Optical pero ve dieron la compañía. Alguien sabe algo?

[admin]

DJIA 44960.04 254.51 0.57
S&P 500 6070.86 20.98 0.35
Nasdaq Composite 19631.56 150.65 0.77
Japan: Nikkei 225 39276.39 27.53 0.07
UK: FTSE 100 8343.81 -15.60 -0.19
Crude Oil Futures 70.18 0.24 0.34
Gold Futures 2674.60 6.70 0.25
Yen 150.87 1.27 0.85
Euro 1.0492 -0.0017

[admin]

LAST CHG %CHG
Crude Oil Futures 70.33 0.39 0.56
Brent Crude Futures 74.03 0.41 0.56
Gold Futures 2675.00 7.10 0.27
Silver Futures 31.790 0.298 0.95
DJIA Futures 45083 275 0.61
S&P 500 Futures 6079.

[admin]

Dow rises more than 200 points, led by Salesforce surge: Live updates
Sean Conlon
Lisa Kailai Han
Hakyung Kim
NEW YORK, NEW YORK - NOVEMBER 26: Traders work on the floor of the New York Stock Exchange during morning trading on November 26, 2024 in New York City. Stocks opened mixed amid the threat of new 25% tariffs on products from Mexico and Canada as well as an additional 10% on Chinese goods from President-elect Donald Trump. (Photo by Michael M. Santiago/Getty Images)
Traders work on the floor of the New York Stock Exchange during morning trading on November 26, 2024 in New York City.
Michael M. Santiago | Getty Images
Stocks rose Wednesday as Salesforce and Marvell Technology led tech shares higher on the back of strong quarterly earnings.

The Dow Jones Industrial Average traded 246 points higher, or 0.5%. The S&P 500 gained 0.3%, and the Nasdaq Composite added 0.7%. Both the S&P 500 and Nasdaq hit fresh record highs.

Salesforce climbed 9% after the company posted fiscal third-quarter revenue that beat estimates. Chipmaker Marvell also beat earnings expectations and issued strong fourth-quarter guidance, advancing 16%.

Wall Street is coming off a mixed session, with the S&P 500 and Nasdaq eking out small gains to record levels, while the Dow fell slightly.

The major averages have had a tepid start to the month compared to the major averages’ strong November advance following Donald Trump’s victory at the polls. However, the rally is likely to pick up again this month, according to LPL Financial portfolio strategist George Smith.

“Turning the calendar ahead to December, momentum could continue for stocks as historically it has been a good month for stock market seasonals,” he said. “These strong returns are historically often back-end loaded.”

A report released on Wednesday morning from ADP revealed that private payrolls grew less than expected in November. Companies added just 146,000 on the month, while economists polled by Dow Jones had estimated growth of 163,000 positions. The week’s major economic release comes in the form of the November labor report, due out on Friday morning.

On the Federal Reserve front, Chair Jerome Powell will be speaking in New York in a moderated discussion Wednesday afternoon.

[admin]

http://www.bvl.com.pe/

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METAL
LAST
CHANGE
Copper
4.0556
-0.019 (-0.46%)
Nickel
7.1615
-0.026 (-0.37%)
Aluminum
1.1783
0.010 (0.89%)
Zinc
1.3996
-0.000 (-0.02%)
Lead
0.9296
0.001 (0.10%)

[admin]

Global Chip Stocks Rally; Mexican Peso Rises
U.S. markets are shut for Thanksgiving holiday

Angus BerwickNov. 28, 2024 at 12:30 pm
The small-cap Russell 2000 and the Dow Jones Industrial Average are up more than 10% and 7.1% respectively in November, on pace for their biggest monthly percentage advance this year, according to Dow Jones Market Data. The S&P 500 and the Nasdaq Composite have added more than 5%.

In currency markets, the Mexican peso rallied after President-elect Trump said in a social-media post that he had “had a wonderful conversation” with Mexican President Claudia Sheinbaum about tackling drug smuggling and migration.

Trump threatened this week to levy a 25% tariff on imports from Mexico unless it stops fentanyl trafficking and illegal migration. His tariff pledges have signaled to both allies and adversaries that he plans to follow through with threats to remake a global trade system that he believes unfairly punishes the U.S.

For the Mexican currency, “probably the strongest takeaway is that volatility is here to stay,” analysts at ING said in a note. They said the peso is now twice as volatile as it was in March.

In Europe, the Stoxx Europe 600 index rose. France’s CAC-40 gained 0.5%, partly recovering the ground it lost Wednesday on concerns the French government may collapse before it passes a new budget. The extra yield investors demand to hold French bonds, compared with German equivalents, narrowed slightly, after hitting a 12-year high Wednesday.

Global semiconductor stocks rallied after Bloomberg News reported that the Biden administration is weighing additional curbs on sales of equipment and AI memory chips to China that would stop short of stricter measures previously considered. Semiconductor-equipment maker ASML rose 2.4% in Amsterdam, while Tokyo Electron gained almost 7% in Japanese trading.

In London, British insurer Direct Line’s shares rocketed around 40% after it said it had rejected a takeover approach from larger rival Aviva.

Elsewhere, Japan’s Nikkei 225 index climbed as its Parliament began discussing a stimulus package to protect consumers from rising prices, after three decades of deflation. Stocks declined in mainland China and Hong Kong, where the Hang Seng Index fell more than 1%. Australia’s S&P/ASX 200 hit a record closing high.

Write to Angus Berwick at

[admin]

UnitedHealth Executive Fatally Shot in NYC on Investor Day
Suspect fled after early morning attack in midtown Manhattan Thompson was CEO of company’s insurance division, its biggest

By Myles Miller and John Tozzi
December 4, 2024 at 9:05 AM EST
Brian ThompsonSource: UnitedHealth
Brian Thompson, a longtime UnitedHealth Group Inc. executive, was fatally shot in midtown Manhattan early Wednesday morning in what authorities described as a targeted attack that sent reverberations across the city and corporate boardrooms globally.

Thompson, 50, was shot in the back around 6:45 a.m. outside of the New York Hilton Midtown, where the largest US insurer was hosting its investor day.

Police at the scene of the shooting in New York on Dec. 4.Photographer: Bryan R. Smith/AFP/Getty Images
Bloomberg Intelligence

UnitedHealth Executive Fatally Shot


Early reports suggest the alleged attacker was waiting for Thompson upon his arrival at the hotel for the investor day. The attacker approached the executive from behind and shot him multiple times before his gun malfunctioned. The shooter fled into an alleyway before hopping onto an electric Citi Bike and riding toward Central Park. A cellphone was recovered in the alleyway, the New York Police Department said.

The suspect remained at large as of midday Wednesday. Authorities were attempting to use the GPS tracking technology in Citi Bike to follow the bike they believe the suspect used in a manhunt that the NYPD said involves drones, canines and an extensive police deployment in Manhattan.

New York City Mayor Eric Adams sought to assuage people’s nerves, saying the initial police probe revealed “this was not a random act of violence. It appears as though this is a targeted murder.”

WATCH: Brian Thompson, a longtime UnitedHealth Group Inc. executive, was fatally shot in midtown Manhattan early Wednesday morning.
The NYPD said there are no arrests at this time. Police recovered three live 9-millimeter rounds at the scene and said the attacker’s motive was unknown. He was last seen in Central Park, police said.

NYPD Chief of Detectives Joseph Kenny responded to questions about the shooter, including whether he used a silencer, which the police couldn’t confirm. “It does seem he’s proficient in the use of firearms as he was able to clear the malfunctions pretty quickly.”

The police were also digging into Thompson’s history, including searching his hotel room. “We’re looking at everything. We’re looking at his social media, we’re interviewing employees, we’re interviewing family members, we will be speaking to law enforcement in Minnesota,” Kenny said.

Images released by the NYPD of the individual sought in connection to the investigation.Source: NYPD
Thompson arrived in New York on Monday and didn’t travel with a security detail. The NYPD said it doesn’t appear that Thompson and his attacker “crossed paths” before Wednesday. Prior to the shooting, police said many people passed the suspect who was waiting on the street for several minutes, appearing to be anticipating Thompson’s arrival. Once Thompson showed up, the suspect approached him from behind and fired several rounds into his back and leg.

NYPD Commissioner Jessica Tisch appealed to the public for help, offering $10,000 for any tips. She said the city was increasing security on the streets and that New York’s annual Christmas tree lighting event would go on as planned.

“We are deeply saddened and shocked at the passing of our dear friend and colleague,” UnitedHealth said in a statement. “Brian was a highly respected colleague and friend to all who worked with him. We are working closely with the New York Police Department and ask for your patience and understanding during this difficult time.”

Thompson was taken to Mount Sinai West in critical condition, where he was pronounced dead.

The suspect was initially described as a White man wearing a cream-colored coat, black and white sneakers, a gray backpack and a black face mask, according to NYPD.

Police gather evidence at the scene of the shooting on Dec. 4.Photographer: Spencer Platt/Getty Images
Veteran Executive

A 20-year veteran of UnitedHealth, Thompson was one of the company’s most senior executives. He went by the nickname “BT” and regularly presented at investor events and on earnings calls. The insurance unit he oversaw is expected to bring in $280 billion in revenue this year, and is the country’s largest health insurer.

[admin]

French government toppled by opposition parties in no-confidence vote
PUBLISHED WED, DEC 4 20242:30 PM EST
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Holly Ellyatt
@HOLLYELLYATT
The French government has been toppled in a vote of no confidence.
Prime Minister Michel Barnier is expected to resign immediately although French President Emmanuel Macron is expected to ask him to continue as a caretaker prime minister while he searches for a replacement.
New parliamentary elections cannot take place until next June-July, 12 months on from the last vote.
France's Prime Minister Michel Barnier (C) looks on during a session of questions to the government at The National Assembly in Paris, on December 3, 2024. On December 3, 2024, the Conference of Presidents of the National Assembly is expected to decide on the date for the debate and vote on a motion of no confidence, which has every chance of being approved, as the Nouveau Front Populaire (NFP) and the Rassemblement National (RN) have announced that they will vote in its favour. (Photo by JULIEN DE ROSA / A
France’s Prime Minister Michel Barnier (C) looks on during a session of questions to the government at The National Assembly in Paris, on December 3, 2024.
Julien De Rosa | Afp | Getty Images
The French government has been toppled in a vote of no confidence Wednesday, plunging the euro zone’s second-largest economy into a period of deep political uncertainty.

A majority of lawmakers from both the leftwing New Popular Front (NFP) alliance and the far-right National Rally (RN) supported a no-confidence motion in the country’s lower house.


Motions had been tabled by both the left and rightwing blocs on Monday after Prime Minister Michel Barnier used special constitutional powers to force a social security budget bill through Parliament without a vote.

National Rally voted for both its own “motion de censure” against the government, as well as lending its support to the NFP’s motion. Either motion needed the support of at least 288 deputies (out of 574 deputies in the National Assembly) to see the no-confidence vote succeed. Combined, the far-right bloc and leftwing alliance have roughly 333 lawmakers in Parliament, although some lawmakers had been expected to abstain from the vote.

Losing the confidence vote means Barnier will be forced to tender his resignation to French President Emmanuel Macron just three months after he was installed as premier on Sept. 5; Barnier’s administration will be the shortest-lived in France’s Fifth Republic, which began in 1958.

The prime minister’s downfall comes after several weeks of negotiations with opposition parties to try to find agreement over just one part of the wider 2025 budget, which included 60 billion euros ($63 billion) worth of spending cuts and tax hikes seen as necessary to tame France’s budget deficit which is expected to stand at 6.1% in 2024.

In the end, however, Barnier’s minority government failed to win over opponents on either side of the political spectrum. It faced the prospect of more haggling over the wider budget that had to be passed by Dec. 21, and was vulnerable to the whims of the National Rally, which had tacitly agreed to support the government until spending disagreements came to a head earlier this week.

The appointment of Barnier — a right-leaning conservative with Les Républicains party — was controversial from the off in September as it came after the RN and NFP won respective rounds of a parliamentary election held in June and July.

On Wednesday, the ideologically-distant blocs’ shared antipathy toward Barnier and the government. Their budget plans brought them together, in what some analysts described as an “unholy alliance” of political foes.

What happens next?

Barnier is expected to resign immediately although Macron is expected to ask him to continue as a caretaker prime minister while he searches for a replacement. New parliamentary elections cannot take place until next June-July, 12 months on from the last vote.

As for the budget, the fall of Barnier and the government means that “all their unfinished legislative business falls with them,” according to Mujtaba Rahman, managing director of Europe at Eurasia Group.

An emergency budget is likely be passed within the month, effectively rolling over 2024 tax legislation until a 2025 budget is agreed, Rahman said in emailed comments Monday. But time is of the essence to appoint a new prime minister, as a 2025 budget cannot be passed by a caretaker government. That puts pressure on Macron to select a new prime minister quickly.

Government formation will be watched closely, according to Carsten Nickel, deputy director of research at risk consultancy Teneo, “including the degree of Macron’s personal involvement in the process.” Nickel warned that Barnier’s caretaker status could drag on, as new elections are not possible before the summer.

Barnier’s fate will be a strong warning to whoever Macron picks as his next prime minister as to the hazards and tripwires he or she will face when trying to reach a consensus over the budget, and other major policy decisions, given deep divisions in French politics laid since Macron’s ill-judged decision to call snap elections earlier this year.

TOPSHOT - France's President Emmanuel Macron exits a polling booth, adorned with curtains displaying the colors of the flag of France, to vote in the second round of France's legislative election at a polling station in Le Touquet, northern France on July 7, 2024. France votes in legislative elections on July 7, 2024 that will be decisive in determining its political future and could see the far right become the largest party in parliament for the first time. (Photo by MOHAMMED BADRA / POOL / AFP) (Photo by
France’s President Emmanuel Macron exits a polling booth, adorned with curtains displaying the colors of the flag of France, to vote in the second round of France’s legislative election at a polling station in Le Touquet, northern France on July 7, 2024.
Mohammed Badra | Afp | Getty Images
Macron returned from a three-day state visit to Saudi Arabia Wednesday evening, having kept a low profile in recent weeks amid the ongoing political turmoil engulfing the government — turmoil that ultimately resulted from his own decision-making. Now, Macron will face pressure over his appointment of a new prime minister, and over his own position.

“Macron can appoint any Prime Minister that he chooses to replace Barnier — including Barnier himself,” Rahman said, but France’s Parliament can also “censure his new choice whenever it wants to,” Rahman added.

“But both Macron and the much-divided parliamentary majority which opposes him have to calculate their strategy carefully,” Rahman said.

“The left and the far right must also be cautious. If they censure the new PM, there will be no legal authority to propose a rolled-over, stopgap budget. Government could, in theory, close on 1 January if there is no legal basis to raise taxes to pay for pensions or police or health care or defence — or [National] Assembly deputies’ salaries,” he noted.

In the meantime, the president is likely to face demands from the left and right that he resign in order for a new presidential election to be held far earlier than the one slated for 2027.

Resignation by Macron would trigger presidential elections within 35 days, analyst Carsten Nickel noted, adding that “while this seems unlikely, the snap polls earlier this year should at least serve as a reminder of Macron’s penchant for lonely decisions.”

Macron will likely ignore all pressure to resign, according to Eurasia Group’s Mujtaba Rahman, but “the new crisis puts him at the centre of the political game once again.”

[admin]

Powell says he’s not worried about the Fed losing its independence under Trump
PUBLISHED WED, DEC 4 20242:52 PM EST
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Jeff Cox
@JEFF.COX.7528
@JEFFCOXCNBCCOM
Fed Chair Jerome Powell said Wednesday he isn’t worried that President-elect Donald Trump will try to politicize the central bank once he takes office in January.
There are safeguards in the congressional legislation that created the central bank that will help preserve it from political influences, he said during an appearance in New York.
Jerome Powell, chairman of the US Federal Reserve, right, speaks during the New York Times DealBook Summit at Jazz at Lincoln Center in New York, US, on Wednesday, Dec. 4, 2024. The summit brings together leaders at the intersection of business, policy and culture. Photographer: Yuki Iwamura/Bloomberg via Getty Images
Jerome Powell, chairman of the US Federal Reserve, right, speaks during the New York Times DealBook Summit at Jazz at Lincoln Center in New York, US, on Wednesday, Dec. 4, 2024.
Yuki Iwamura | Bloomberg | Getty Images
NEW YORK — Federal Reserve Chair Jerome Powell said Wednesday he isn’t worried that President-elect Donald Trump will try to politicize the central bank once he takes office in January.

The question of Fed independence has come up over the past several months, amid reports that Trump may try to pull strings on monetary policy both by legislation and possibly by installing a “shadow chair” who could undermine Powell’s authority.

However, Powell said there are safeguards in the congressional legislation that created the Fed that will help preserve it from political influences.

“What does independent mean? It means we can make our decisions without them being reversed,” he told CNBC’s Andrew Ross Sorkin during an on-stage interview at the DealBook Summit.

“That gives us the ability to make these decisions for the benefit of all Americans at all times, not for any particular political party or political outcome,” he added. “We’re supposed to achieve maximum employment and price stability for the benefit of all Americans and keep it out of the politics completely.”

During his first stint in office, Trump hurled sharp criticism at the Fed and Powell, whom he nominated. In the months leading up to the election, Trump advocated for allowing the president a say when the Fed is making decisions on interest rates.

Though many presidents have tried to exert influence over the Fed, Trump was the most public about it. Still, Powell said he believes there’s strong support in Congress to keep the Fed’s decision-making apart from the political swirl in Washington.

“I think there is very, very broad support for that set of ideas in Congress in both political parties on both sides of the Hill, and that’s what really matters,” he said. “It’s the law of the land, and I’m not concerned that there’s some risk that we would lose our statutory independence.”

Powell provided no clues as to which way he’s leaning on the near-term path for interest rates, though he did note that the Fed can afford to be cautious. As he has said before, Powell said the U.S. economy is “the envy of other large economies around the world.”

The Fed’s next rate decision comes in two weeks. Markets are placing about a 75% probability that the Federal Open Market Committee will cut its key borrowing rate by a quarter percentage point.

[Fenix]

Hola

En Perú, Optical Networks pasa a llamarse Win Empresas para atender al segmento corporativo

Optical Networks ejecuta un profundo cambio en su identidad de marca. La compañía dejará este nombre con el que se posicionó en el mercado corporativo para ser, a partir de ahora, Win Empresas, unidad con la que espera convertirse en uno de los principales jugadores del segmento en los próximos cinco años.

Para ello, la operadora de telecomunicaciones peruana buscará triplicar su market share en este lapso, desafío que en parte buscará a partir de las inversiones que tiene previsto realizar para, de ese modo, mejorar sus niveles de facturación: la previsión para este año es generar ventas por unos 196 millones de dólares.

La expectativa de Win Empresas es replicar el mismo nivel de crecimiento que experimentó Win en el mercado minorista, segmento en el que pasó de 30.000 clientes a más de 300.000 clientes en solo tres años. Win se posicionó fuerte en el mercado peruano durante la pandemia pues tomó la decisión de invertir en fibra óptica en la zona de Lima Metropolitana. Esa mejora sustancial de la conectividad parece haber inclinado la balanza a favor de su oferta, estrategia que, ahora, también prevé desarrollar pero para apuntar al segmento corporativo y ganar posicionamiento en ese terreno.

“Esta nueva identidad de marca obedece a una estrategia que venimos trabajando en Optical hace más de tres años, que busca potenciar la empresa y acelerar el ritmo de crecimiento, a partir de la marca con el mejor awareness en el grupo que es Win. El objetivo apunta a ser el jugador más importante del segmento B2B en los próximos 5 años y triplicar nuestro market share”, dijo Nilton Rodríguez, CEO de Win Empresas, a través de un comunicado.

Optical Networks cuenta con más de 20 años de experiencia en el sector de las telecomunicaciones y las tecnologías de la información para el segmento B2B. Para ello, montó sus centros de datos y prevé abrir otros dos data centers dentro y fuera de Lima entre 2023 y 2024, a partir de los cuales ofrecerá más servicios convergentes y prestaciones de cloud privada.

“Estamos trabajando en nuevos servicios de cloud híbrido y ciberseguridad que estén a la vanguardia de las necesidades actuales del segmento B2B. Con este nuevo offering de soluciones y servicios, además de una potente inversión en infraestructura, apuntamos a posicionarnos en el segmento corporaciones, empresas y negocios, adecuando nuestra oferta y pricing a los tres diferentes segmentos”, concluyó Rodríguez.

[admin]

Pero no pude comunicarme con ellos. No sé quién abrió el foro de nuevo. Pero si lo están leyendo muchas gracias!