Viernes 03/06/10 Empleo y desempleo

Los acontecimientos mas importantes en el mundo de las finanzas, la economia (macro y micro), las bolsas mundiales, los commodities, el mercado de divisas, la politica monetaria y fiscal y la politica como variables determinantes en el movimiento diario de las acciones. Opiniones, estrategias y sugerencias de como navegar el fascinante mundo del stock market.

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Notapor admin » Vie Jun 04, 2010 6:29 am

Berdych contra Soderling en la primera semifinal. El problema para Soderling con todo lo bien que juega es que Berdich lo masacro en un campeonato en Miami. Los dos le dan bien duro a la bola.

Berdych es Checo, Soderling es Sueco, en la otra semifinal Nadal es Espaniol contra Mertzel que es Aleman. En las mujeres es una Italiana Schiavone de creo 30 anios que nadie se imaginaba que podia llegar tan lejos y la Australiana Stosur que es fabulosa, ella fue la numero 1 en dobles hace unos anios.
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Notapor admin » Vie Jun 04, 2010 6:43 am

Los traders no estaran mirando el total de empleos creados ya que tenemos los puestos temporales creados por el gobierno para el censo, los cuales ya no estaran en el mes de Junio. Lo mas importante es el numero de empleos creados por el sector privado. Si esa cifra es robusta indicara que la economia sigue camino a una recuperacion lenta pero segura.

Los futures empeoran ahora en -90, hasta que punto las cifras del empleo animaran al mercado en un dia que Europa y el euro protagonizan nuevamente, esta por verse.

Critico nuevamente sera el cierre, la negociacion entre 3 p.m. y 4 p.m. en que los traders o bien venden o talvez salgan compradores buscando oportunidades.
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Notapor admin » Vie Jun 04, 2010 6:51 am

Societe Generale es el banco Frances que dicen tener problemas con derivatives, el banco no ha dado ninguna informacion. Pero en el caso de la banca en estos momentos es justo decir que si el rio suena es por que piedras trae, el nivel de confianza en este sector por parte de los inversionistas es simplemente inexistente. Nula.

La accion mas del 6% a la baja.

Para empeorar las cosas, uno de los miembros del gobierno de Hungary dijo que el pais estaba enfrentando una situacion similar a la de Grecia.

Por su partes HSBC le dio un downgrade a Europa excepto por Inglaterra lo cual ha causado mas nerviosismo entre los inversionistas.

El costo para asegurar la deuda de Europa volvio a subir.

Europa nuevamente es el centro de atencion.
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Notapor admin » Vie Jun 04, 2010 6:52 am

Default de Hungary's no es exageracion, dice el PM de ese pais. La tristeza.

Oil down 74.09

-88

Au down 1,207, futures cu down 2.91
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Notapor admin » Vie Jun 04, 2010 6:53 am

Euro 1.2038 y sigue bajando.

El primer target de bajada del euro era 1.20 ya esta cerca.
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Notapor admin » Vie Jun 04, 2010 7:03 am

El euro ha bajado casi 1% frente al franco suizo.

No es justo hoy dia el protagonista del show era US y su creacion de empleos. Europa se roba el show.

-78
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Notapor admin » Vie Jun 04, 2010 7:06 am

Nystar busca compra minas en Peru y en Sudamerica

Nyrstar Seeks to Buy Mines in Peru, Elsewhere in South America
By Firat Kayakiran

June 4 (Bloomberg) -- Nyrstar NV, the world’s largest zinc smelter, is seeking to acquire mines in South America to secure raw materials after buying a project in Peru last year.

“Peru and South America will be an interesting place for us to explore additional opportunities,” Michael Morley, legal and external affairs director, said today in an interview. The company may also look beyond the region, Morley said.

The company, based in Balen, Belgium, agreed in October to buy 85 percent of the Coricancha mine in Peru from Gold Hawk Resources Inc. for $15 million. Nyrstar is ramping up output at idled mines it bought last year after resuming full production at its Balen smelter by the end of the first quarter. Zinc prices more than doubled in 2009 as the world economy recovered.

“Rather than acquiring a number of relatively smaller assets in different parts of the globe we take a cluster approach aimed at building critical organizational and operational mass in certain areas,” Morley said.

Nyrstar’s mines, including an interest in a site owned by Finnish nickel producer Talvivaara Mining Co., can supply about 21 percent of its raw material needs at full output, he said.

Nyrstar agreed in January to pay $335 million for all of Talvivaara’s zinc concentrate output until 1.25 million metric tons has been delivered.
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Notapor admin » Vie Jun 04, 2010 7:13 am

Esta noticia no es novedad ya que todas las politicas tomadas por este gobierno han generado desaceleramiento de la economia de este pais, no hay una sola medida que por mas buenas intenciones que haya tenido haya funcionado o mejore en algo la economia del pais. Todo lo esta haciendo el sector privado a pesar de las piedras que Obama les sigue poniendo en el camino.

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La prohibicion de las exploraciones de petroleo por parte de Obama provocara perdida de empleos y desacelera las ganancias del empleo en el pais.

La moratoria impuesta por Obama le costara a Louisiana 20,000 empleos entre los proximos 12 a 18 meses en momentos en que la economia enfrenta momentos criticos, dijo el gobernador Bobby Jindal en una carta dirigida al presidente. Cada plataforma paralizada recorta 1,400 empleos.

Obama’s Drill Ban to Trigger Job Losses, Slow Employment Gains
By Jim Efstathiou Jr.

June 4 (Bloomberg) -- President Barack Obama’s six-month ban on new offshore drilling while a commission investigates BP Plc’s Gulf of Mexico oil spill may slow employment gains after U.S. payrolls in April had the biggest surge in four years.

The moratorium will cost as many as 20,000 Louisiana jobs in the next 12 months to 18 months during “one of the most challenging economic periods in decades,” Governor Bobby Jindal said in a letter to Obama released yesterday. Each drilling platform idled by the ban puts 1,400 jobs at risk, according to the National Ocean Industries Association, a Washington-based group for drillers and companies that support oil production.

Obama, who plans to visit Louisiana today, declared the moratorium to give a presidential panel time to investigate the April explosion and sinking of the Deepwater Horizon drilling rig, which killed 11 workers and unleashed as many as 19,000 barrels of oil a day. The interruption may extend beyond six months, further crimping U.S. oil-and-natural gas production, raising energy prices and costing jobs, lawmakers have said.

“The last thing we need is to enact public policies that will certainly destroy thousands of existing jobs while preventing the creation of thousands more,” Jindal said in a statement.

The moratorium will shut 33 deepwater rigs in the Gulf of Mexico, including 22 near Louisiana, costing as many as 6,000 jobs in the next three weeks and 20,000 by the end of next year, Jindal said. At least 100 miles (161 kilometers) of coast has been fouled by oil and the fishing industry has “huge economic losses,” he said. Lost wages could reach $10 million a month for each rig.

Job Gains

The 290,000 increase in April employment exceeded the median estimate of economists surveyed by Bloomberg News and followed a 230,000 gain in March that was larger than initially estimated. Unemployment rose to 9.9 percent from 9.7 percent as thousands of jobseekers entered the workforce, a Labor Department report in Washington showed.

Representative Chris Van Hollen of Maryland, who leads the Democrats’ House campaign committee, last month said the party will focus on steps Congress has taken to create jobs, aiming to combat an anti-incumbent mood among voters in special elections.

Senator Mary Landrieu, a Louisiana Democrat who supports offshore oil production, said BP’s spill poses a dilemma for her state. She is asking the administration to provide a timeline to help companies plan for the restart of deepwater drilling.

“ I understand why President Obama has called for a review of deepwater drilling,” Landrieu said in an e-mail. “I have argued strongly to him that he should adjust this moratorium.”

Alaska, Virginia

Obama also delayed planned oil-and-gas exploration in the Arctic Ocean off Alaska and canceled a plan to search for oil and gas off the Virginia coast. New drilling in the Gulf in less than 500 feet of water can proceed after companies submit applications that meet new safety and environmental rules.

“Shutting down the outer continental shelf, all that’s going to do is raise energy prices and cost American jobs,” U.S. Representative Joe Barton, a Texas Republican, said in an interview. “The right course is to continue the permitting process and become more diligent in the inspection and enforcement of existing wells.”

The Obama administration has promised unemployment aid and cleanup jobs to workers affected by the spill, White House spokesman Ben LaBolt said in an e-mail. Among the rigs idled by the moratorium are four that BP has a role in operating.

“We must ensure that the BP Deepwater Horizon spill is never repeated,” LaBolt said. “Economic impacts were certainly taken into account -- the moratorium is surgical and shallow water drilling, in which the risks are better known, is continuing under stricter safety rules.”

Rig Owners

One third of U.S.-produced oil and gas comes from the Gulf, and 80 percent of Gulf oil is extracted from deepwater wells, according to the Louisiana Mid-Continent Oil and Gas Association in Baton Rouge. The suspension will hurt rig owners, supply boats, welders, divers, caterers and other supporting contractors.

About 80,000 barrels of new daily production, or 4 percent of deepwater Gulf output, will be delayed until after 2011 because of the ban, according to a May 28 report by Edinburgh- based Wood Mackenzie Consultants Ltd. The total may be as high as 130,000 barrels a day, according to Kevin Book, a managing director at ClearView Energy Partners LLC, a Washington-based policy analysis firm.

The U.S. would spend $10 billion to buy imported oil through the end of 2011 to replace lost Gulf production, Book said in an e-mail.

Brazil, China

Oil producers including BP and Exxon Mobil Corp. don’t know when work in deep waters can resume, said Jack Gerard, chief executive officer of the American Petroleum Institute, which represents the oil industry. In the meantime, companies probably will ship their rigs to the coasts of Brazil and China or to the North Sea in Europe to avoid sitting idle in the Gulf, he said.

Contracts were canceled on three drilling rigs Anadarko Petroleum Corp., the Texas company that owns a stake in BP’s leaking well, had leased in the Gulf using a clause triggered when events occur beyond the company’s control, Gerard said. The cancellations let Anadarko stop paying rent on rigs it will no longer be able to use.

“It’s unlikely they’ll sit around that long waiting in the Gulf of Mexico,” Gerard said in an interview. “If some of those drilling operations are moved to other parts of the world, it will be difficult to get them back to this part of the world any time soon.”

The moratorium will cost the government as much as $150 million in lost royalty payments as production of oil and gas stops, Gerard said.

‘Pausing’ Drilling

The administration is “pausing” deepwater drilling “to ensure this type of disaster doesn’t happen again,” Interior Secretary Ken Salazar told reporters last week.

Obama created the National Commission on the BP Deepwater Horizon Oil Spill and Offshore Drilling by executive order and on May 22 named as co-chairmen Bob Graham, former Democratic governor of Florida, and Republican William Reilly, a former Environmental Protection Agency administrator. The panel aims to issue a report, with recommendations on steps to avert future offshore drilling disasters, by the end of the year.
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Notapor admin » Vie Jun 04, 2010 7:14 am

-67
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Notapor admin » Vie Jun 04, 2010 7:15 am

Todo va a depender de la fuerza con que se crearon empleos en el sector privado.
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Notapor admin » Vie Jun 04, 2010 7:29 am

Los empleos creados en el sector privados deben ser de por lo menos de 200,000 para que sea un numero positivo.
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Notapor admin » Vie Jun 04, 2010 7:31 am

Se crearon 431,000 empleos en el mes de Mayo, de los cuales 411,000 son temporales.

Debajo de los esperado. Malas noticias.

El nivel de desempleo bajo a 9.7%

Se esperaban 200,000 empleos nuevos en el sector privado.

Las revisiones del mes de abril vinieron a la baja.

Malas noticias.
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Notapor admin » Vie Jun 04, 2010 7:31 am

Sell off

Los futures -164
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Notapor admin » Vie Jun 04, 2010 7:32 am

Terribles noticias casi todo lo creado fueron temporales por el censo.

Mal, mal, mal.

-157
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Notapor admin » Vie Jun 04, 2010 7:33 am

Este gobierno de miercoles esta fregando al pais.

Oil down 73.58

Euro down 1.2054

Libor igual 0.54%
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