Viernes 01/07/11 Empezamos el segundo semestre

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Eventos economicos

Viernes

Empezamos el segundo semestre y esperemos que sea mejor que el primero. Escuche hoy dia a un economista que no creia la historia de la desaceleracion, el decia que hemos tenido un bache pero que no es mas que eso un bache temporal (lo que me recuerda a las palabras de Bernanke), segun este economista el segundo trimestre se vio afectado por el terremoto de Japon, parte de la manufactura en US depende de las piezas y repuestos Japoneses, se ha creado una paralizacion parcial debido a la falta de productos Japoneses, tambien afecto a la economia el mal tiempo en US y obviamente la crisis Griega pero la manufactura podria estar mejor de lo que se espera como lo confirmo hoy dia el PMI de Chicago que se esperaba negativo y fue mas de 61, 50 es expansion.

Esperemos sea verdad y habra que ver como vienen los empleos el proximo Viernes.

Ventas de autos
Sentimiento del consumidor
ISM manufacturero
Gasto en construccion

Motor Vehicle Sales


Consumer Sentiment
9:55 AM ET


ISM Mfg Index
10:00 AM ET


Construction Spending
10:00 AM ET

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La manufactura China crece menos que en los ultimos 28 meses, debido a la lucha contra la inflacion.

El PMI bajo a 50.9 en Junio comparado con 52 en Mayo. 50 es expansion, se esperaba 51.5.



China’s Manufacturing Grows Least in 28 Months as Inflation Campaign Bites
By Bloomberg News - Jun 30, 2011 9:08 PM ET .

Workers manufacture cotton yarn at a factory in Shaanxi Province. Photographer: Nelson Ching/Bloomberg
.A Chinese manufacturing index fell to the lowest level since February 2009 as Premier Wen Jiabao’s campaign to tame inflation damps growth in the world’s second- biggest economy.

The Purchasing Managers’ Index was at 50.9 in June compared with 52 in May, the China Federation of Logistics and Purchasing said in an e-mailed statement today. The median forecast in a Bloomberg News survey of 13 economists was 51.5. A reading above 50 indicates expansion.

Chinese stocks have rebounded since June 20 as investors speculate that the government will limit further monetary tightening that would threaten growth and profits. Premier Wen Jiabao said June 24 that he is confident of keeping inflation under control, while Morgan Stanley says price gains may have peaked last month.

“Economic expansion is losing some steam after a period of aggressive tightening,” Chang Jian, a Hong Kong-based economist with Barclays Capital said before today’s release. “Slower growth is not bad as it can help contain inflation.”

The manufacturing index is based on a survey of purchasing managers in more than 820 companies in 20 industries.

The People’s Bank of China has paused for 12 weeks in raising benchmark rates, the longest gap since increases began in October. Morgan Stanley estimates that consumer prices rose 6.2 percent in June, the most since July 2008.

Stock Valuations
The Shanghai Composite Index rose 1.2 percent yesterday, paring the benchmark’s loss for the quarter to 5.7 percent. The index is valued at 12.8 times estimated earnings, compared with the 18.9 average over the past five years, according to data compiled by Bloomberg News.

Manufacturing, which accounts for about half of China’s economy, is moderating as government policies curb demand for housing and cars, power shortages crimp output and monetary tightening limits company funding. Businesses have also been destocking.

BYD Co., the Chinese carmaker backed by Warren Buffett, this week reported a first-quarter profit decline of 84 percent as sales fell and financial expenses doubled because of increased borrowing and rising interest costs. The benchmark one-year lending rate is 6.31 percent compared with 5.31 percent a year ago and costs have also soared for companies borrowing outside the official banking system.

Economic growth may have slowed to 9.1 percent in the second quarter from a year earlier, Bank of China Ltd. estimates, compared with a 9.7 percent gain in January-through-March.

The government needs to sustain the expansion to create millions of jobs for workers migrating to cities from the countryside and to limit the risk of social instability. In May, industrial output growth slowed for a third straight month and passenger-car sales fell for the first time in more than two years. M2, the broadest measure of money supply, rose the least in almost three years.

--Zheng Lifei. Editors: Nerys Avery, Paul Panckhurst.

[admin]

El Tankan Japones se deteriora y baja a -9, pero lo negocios tienen confianza en que la produccion mejorara.

[admin]

Dios mio los Venezolanos son mas afortunados que los Cubanos.

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Chavez confirmo que tenia cancer

Chávez Says He Has Cancer

By DAVID LUHNOW
Venezuela's President Hugo Chávez confirmed on Wednesday what many in his country suspected: He has cancer.

Mr. Chávez, whose government denied repeatedly he was gravely ill, made the admission during a live speech to his country from Cuba, where he has undergone medical treatment for much of the past month under a veil of secrecy.

Mr. Chávez said he was initially operated for a pelvic abscess on June 11, but that follow-up tests indicated there were other growths that turned out to be cancerous. He said he had a follow-up surgery days after that.

The former army officer, who has ruled Venezuela for 12 years, did not elaborate on his prognosis. But he said he was determined to overcome the illness.

Write to David Luhnow at david.luhnow@wsj.com

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Hugo Chávez confirmó que fue operado dos veces por tumor cancerígeno
En un mensaje a su país, el presidente de Venezuela señaló que la segunda intervención “permitió la extracción total de dicho tumor”

Jueves 30 de junio de 2011 - 08:56 pm

Hugo Chávez hizo su primera aparición pública tras ser operado. (Canal N)En un discurso que marcó su reaparición ante los medios de comunicación, el presidente de Venezuela, Hugo Chávez, confirmó que tras someterse a exámenes médicos en Cuba, se le encontraron células cancerígenas, lo que conllevó a dos operaciones en La Habana.

Desde la isla caribeña, el mandatario se dirigió a todos los venezolanos leyendo un discurso en el que indicó que en la segunda intervención se le extrajo totalmente un “tumor abscesado”.

Chávez dio su mensaje pasadas las 8 de la noche (hora de Lima) con una voz muy pausada y el rostro aún convaleciente.

Tags : Venezuela, Cáncer, Tumor, Hugo ChávezJueves 30 de junio de 2011 - 08:56 pm Comentar

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Treasurys Price Chg Yield %
2-Year Note* -0/32 0.474
10-Year Note* -17/32 3.169
* at close

9:53 p.m. EDT 06/30/11Futures Last Change Settle
Crude Oil 94.84 -0.58 95.42
Gold 1499.6 -3.2 1502.8
DJ Industrials 12331 -14 12345
S&P 500 1312.80 -2.70 1315.50

10:04 p.m. EDT 06/30/11Currencies Last (bid) Prior Day †
Japanese Yen (USD/JPY) 80.75 80.57
Euro (EUR/USD) 1.4488 1.4502
† Late Thursday in New York.

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Pacific
INDEX VALUE CHANGE % CHANGE TIME
NIKKEI 225 9,866.38 50.29 0.51% 21:39
S&P/ASX 200 INDEX 4,580.70 -27.30 -0.59% 21:58

[admin]

Yen down 80.72

El Hang Seng +1.53%, el Shanghai C. -0.26%, Australia -0.49%, el Nikkie +0.5%, Korea +0.99%

Los futures del Dow Jones 14 puntos a la baja.

Euro down 1.4484

[admin]

La manufactura desacelera en Europa.

Oil down 94.99

Los futures del Dow Jones 23 puntos al alza.

Au down 1,491

[admin]

Yields up 3.15%

Treasurys Price Chg Yield %
2-Year Note 1/32 0.463
10-Year Note 6/32 3.147
* at close

8:23 a.m. EDT 07/01/11Futures Last Change Settle
Crude Oil 94.44 -0.98 95.42
Gold 1492.9 -9.9 1502.8
DJ Industrials 12361 16 12345
S&P 500 1315.90 0.40 1315.50

8:33 a.m. EDT 07/01/11Currencies Last (bid) Prior Day †
Japanese Yen (USD/JPY) 80.69 80.57
Euro (EUR/USD) 1.4492 1.4502
† Late Thursday in New York

[admin]

El Asia cerro mixta.

Ag down 33.98, futures cu down

[admin]

Copper July 01,08:19
Bid/Ask 4.2618 - 4.2630
Change +0.0006 +0.01%
Low/High 4.2372 - 4.2945
Charts

Nickel July 01,08:19
Bid/Ask 10.4781 - 10.4840
Change -0.0738 -0.70%
Low/High 10.4186 - 10.6000
Charts

Aluminum July 01,08:19
Bid/Ask 1.1195 - 1.1200
Change -0.0053 -0.47%
Low/High 1.1164 - 1.1305
Charts

Zinc July 01,08:19
Bid/Ask 1.0549 - 1.0563
Change +0.0055 +0.52%
Low/High 1.0391 - 1.0690
Charts

Lead July 01,08:19
Bid/Ask 1.1891 - 1.1898
Change -0.0130 -1.08%
Low/High 1.1865 - 1.2044

[admin]

Libor igual 0.25%

Futures cu down 4.2790

Euro down 1.4491

+21

[admin]

SLW -2.03%

RIO -0.30%

GDXJ -2.49%

EDC +0.18%

AAPL -0.10%

[admin]

DNDN sube 3.83% debido a que el seguro Medicare dijo que pagara la medicina a los pacientes.