Jueves 03/02/11 ISM, Ordenes de fabricas

[El_Diez]

Hoy compré otro poco más de ALT

[admin]

Bernanke se defiende, dijo que no culparan al Fed por el aumento de los precios de los commodities, el problema dijo, es que los paises emergentes estan creciendo mas de lo que sus economias pueden absorver, cada pais emergente tiene la capacidad de controlar su inflacion, (subir intereses, valorizar su moneda, especialmente China, aunque no menciono nombres)

El alza del stock market es un circulo virtuoso (efecto del QE)

-8.85

[admin]

Dijo tambien que dara conferencias de prensa mas frecuentes para que el publico entienda lo que hace el Fed y por que lo hace.

Oil down 90.60

Los perdedores hoy dia: energia y finanzas

[admin]

DAG -5.71%

[Victor VE]

Rio Cristal Resources RCZ MINERAS 0.32 02/02/2011 0.33 0.35 0.34 0.35 1,562,935 101 9.38 US$ 532,809

[Victor VE]

Record RECORDI1 INDUSTRIALES 0.70 02/02/2011 0.69 0.64 0.64 0.68 185,751 17 -8.57 S/. 123,148

Alguien le esta haciendo seguimiento? prefiero las ollas importadas .

[El_Diez]

Normalmente cuando Bernanke habla los índices de USA suben , hoy no esta ocurriendo lo mismo

[admin]

+1.14

En azul

[Xtian]

Hola a todos.

Alguna acción en que se pueda invertir en estos momentos en la BVl a corto plazo.

[JorgeCDM]

Que grande la BVL!!!!! Esta vez, acerte exacto!! Por primera vez en tantos años. Ojala haga lo mismo y pueda vender en lo máximo.

Amigo "El Diez" esta vez la suerte estuvo de mi lado

[JorgeCDM]

Telefonica B mas de 10% arriba y el volumen es interesante.

Relapa luchando para romper el techo psicologico de 2 soles

Volcan sigue muy fuertee

[admin]

Bernanke deshecha los temores a la inflacion

Bernanke Shrugs Off Inflation Fears

By LUCA DI LEO
Federal Reserve Chairman Ben Bernanke said Thursday the economic recovery should gain speed this year, but persistently high unemployment and low inflation call for continued support from the Fed.

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.Mr. Bernanke shrugged off a recent increase in commodity prices, saying overall inflation remains "quite low." He also repeated his stern warning about the daunting fiscal challenges the U.S. faces, calling for a plan to be drawn up as soon as possible to cut budget deficits in the future.

In prepared remarks to the National Press Club, Mr. Bernanke pointed to "increased evidence that a self-sustaining recovery in consumer and business spending may be taking hold."

Experience WSJ professional Editors' Deep Dive: Central Bank WatchAGENCE FRANCE PRESSE
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Iceland Central Bank Cuts Key Rate Access thousands of business sources not available on the free web. Learn More Pointing to encouraging data showing a broad-based rise in consumer spending and a decline in jobless claims, he said the economy should expand at a faster pace this year than in 2010.

"Even so, with output growth likely to be moderate for a while and with employers reportedly still reluctant to add to their payrolls, it will be several years before the unemployment rate has returned to a more normal level," he said.

U.S. economic growth accelerated in the final three months of 2010 as Americans spent more and businesses drew down inventories, suggesting the recovery should pick up speed this year. But the continued rise in productivity indicates companies are focused on cutting labor costs rather than adding to payrolls to meet stronger demand.

Because unemployment is expected to stay high and inflation low for some time, Mr. Bernanke said the economy still needed the Fed's support. Fed officials were united in their last meeting Jan. 26 in deciding to continue buying government bonds to boost the recovery, even as they acknowledged that the U.S. economy has improved.

Showing little concern for the recent surge in global energy and food prices, Mr. Bernanke said inflation was only 1.2% in December in the U.S. He noted that underlying inflation, which strips volatile food and energy items, was only 0.7% in 2010, compared with around 2.5% in 2007, before the recession began.

After hitting historical lows on the back of the global economic downturn, inflation has been rising in many countries, pushed higher by rising commodity prices.

The European Central Bank is keeping a close eye on surging commodity prices, but President Jean-Claude Trichet Thursday expressed confidence that inflationary pressures in the euro area were under control and that the recent rise would prove short-lived. Inflation would probably run above the ECB's goal of close to, but below, 2% for all of 2011 before moderating, Mr. Trichet said.

The U.S. faces significant fiscal challenges and Congress must soon come up with a plan to prevent the public debt from rising further, Mr. Bernanke said.

"The long-term fiscal challenges confronting the nation are especially daunting because they are mostly the product of powerful underlying trends, not short-term or temporary factors," the Fed chief said, pointing to the aging of the U.S. population and rapidly rising health-care costs.

The Fed chairman will take questions from the press later Thursday, a rare move for a U.S. central-bank chief keen to explain and defend the institution's actions. The only other time he took questions from reporters was in February 2009, during the depth of the financial crisis, when he vowed to do whatever it took to pull the country out of recession.

[admin]

-2.76

VIX down 17.02

[admin]

NG +6.24%

[Raiden]

Asi ven los del Continental a SCCO, y para variar bajo todo lo contrario je je, considero que a niveles de 42 a 43 mas dividendos es una buena oportunidad para ganar un 5% rapido

--------------------------

Southern Copper Corporation

RESULTADOS AL 4T10
SCCO US – Minería

Precio de cierre a 2 de febrero de 2011: US$46.73 INFERIOR AL MERCADO

Valuación, ya refleja la fortaleza en el 4T

· Gracias al incremento en los precios del cobre, así como al inicio de operaciones en Cananea (ahora llamada Buenavista), SCCO reportó ingresos por US$1,499mn (+37.9% AaA).

· Por el lado del EBITDA, la compañía registró un crecimiento anual de 60.3%, alcanzando US$926.8mn, el más alto desde el 1T08. Así, el margen se situó en 61.8%, superando ampliamente nuestras expectativas (55.6%). Por último, la utilidad neta se ubicó en US$492.2mn (+67.2% AaA).

· Consideramos positiva la expansión en los resultados de SCCO, por lo que no descartamos una reacción favorable del mercado. Sin embargo, ante una valuación que sigue luciendo adelantada, reiteramos Inferior al Mercado. De igual forma, creemos que este reporte es la antesala al crecimiento que dará a conocer Gmexico el día de hoy, por lo que reiteramos la recomendación de Superior al Mercado para Grupo México.


Pablo Abraham Peregrina
pablo.abraham@bbva.bancomer.com
5255 5621 9975


Atentamente
BBVA Research
Markets & Clients Strategy