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Miercoles 09/08/11 Comercio Internacional Mayorista
Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por RCHF » Mié Ago 10, 2011 3:01 pm
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Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por admin » Mié Ago 10, 2011 3:02 pm
BAC -10%
GS -10%
C -10%
GS -10%
C -10%
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Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por admin » Mié Ago 10, 2011 3:02 pm
Cisco reporta utilidades en minutos.
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Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por admin » Mié Ago 10, 2011 3:03 pm
Compre AAPL
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Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por admin » Mié Ago 10, 2011 3:04 pm
VIX up 43.57
Societe Generale -14.74%
Au up 1,792
Societe Generale -14.74%
Au up 1,792
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Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por admin » Mié Ago 10, 2011 3:05 pm
El Dow Jones perdio 520.44 a 10719.33 puntos.
Euro down 1.4186
Oil up 81.79
Ventas agresivas al cierre.
Euro down 1.4186
Oil up 81.79
Ventas agresivas al cierre.
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Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por admin » Mié Ago 10, 2011 3:14 pm
El mercado esta dominado enteramente, al 100% de los eventos de la macroeconomia, no hay nada mas que mirar. Les recomiendo revisar esos conceptos que no son tan dificiles para entender mejor lo que esta pasando.
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Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por admin » Mié Ago 10, 2011 3:15 pm
Y son esos eventos macroeconomicos los que tienen aterrrorizado al mercado y a los inversionistas, mejor ejercer cautela que terminar quemado hecho chicharron.
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Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por admin » Mié Ago 10, 2011 3:16 pm
Los tres indices americanos mas del 4% a la baja, el DJ -4.6%
En un dia.
En un dia.
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Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por Arnold » Mié Ago 10, 2011 3:19 pm
admin escribió:El mercado esta dominado enteramente, al 100% de los eventos de la macroeconomia, no hay nada mas que mirar. Les recomiendo revisar esos conceptos que no son tan dificiles para entender mejor lo que esta pasando.
El gran temor es que todos estamos el mismo barco (unos atras, otros en medio y adelante) y no hay un lider, un capitan que nos lleve por buen camino.
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Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por admin » Mié Ago 10, 2011 3:20 pm
Esos economistas mediocres que fueron asesores de Obama y criticaron a PIMCO por el concepto de la "nueva normalidad" estuvieron totalmente equivocados. Normal ahora es muy por debajo de lo que era normal hace mas de dos anios.
Summers y Romer criticaron duramente el concepto de la nueva normalidad, Fisher, money manager llamo a la frase "idiota"
Pimco’s Gross Proves Summers Wrong as Selloff Shows ‘New Normal’ Is Real
Former White House economic adviser Lawrence Summers and Christina Romer, the former chairman of the U.S. Council of Economic Advisers, were among critics who challenged a view promoted by Gross’s Pacific Investment Management Co. that the U.S. economy may be headed for a long period of below-average growth and high unemployment, a scenario known as “new normal.” Money manager Kenneth Fisher called the concept “idiotic.”
Now Gross and co-chief investment officer Mohamed El-Erian, who coined the term more than two years ago, have been vindicated by the U.S. Federal Reserve, which said yesterday that the economic recovery is “considerably slower” than anticipated, following the biggest stock market loss since December 2008. Being right on the big call hasn’t prevented Gross from making a tactical miscalculation when he stayed out of Treasuries just as concern about the economic slowdown fueled a rally in U.S. debt.
“A lot of the new normal characteristics have played out,” El-Erian, chief executive officer of Newport Beach, California-based Pimco, said in an interview. “Some people confused new normal with fatalism, but the intention was the opposite. There was the hope that policy makers would recognize that there are structural responses they needed to embark on.”
Missing the Rally
Gross dumped U.S. Treasuries earlier this year from his $245 billion Pimco Total Return Fund (PTTRX), only to miss a rally as investors fled to U.S. debt amid market volatility and the sovereign debt crisis in Europe. His fund has advanced 4.1 percent this year, lagging behind 65 percent of peers, according to data compiled by Bloomberg. Over the past five years, the fund has advanced at an average annual rate of 8.7 percent, beating 98 percent of rivals, according to the data.
The Federal Reserve yesterday pledged for the first time to keep its benchmark interest rate at a record low at least through mid-2013 to revive the flagging U.S. recovery. Chairman Ben S. Bernanke and his colleagues acted after reports showed the economy was slowing and an unprecedented downgrade by Standard & Poor’s to the U.S. credit rating triggered a stock market rout that wiped out $1 trillion in the first trading session after the cut.
The Standard & Poor’s 500 Index tumbled 2.7 percent today to 1141.48 at 12:08 p.m. in New York and Treasuries rose for the third straight day on concern that the European sovereign debt crisis is worsening.
‘Japanese-Like Growth’
“It’s pretty amazing that the Fed will be exceptionally low until 2013,” said Jason Rogan, director of U.S. government trading at Guggenheim Partners LLC, a New York-based brokerage for institutional investors. “They are telling you that we are in a stage of Japanese-like growth.”
Pimco outlined the “new normal” scenario at its annual Secular Forum in May 2009 that set investment guidelines for the firm for the next three to five years. The forecast predicted that, following the market collapse in 2008, the U.S. economy would grow at a below-average pace for the next several years as growth in the developed markets slows, unemployment stays elevated and the “heavy hand of government” would be evident in the markets.
Quantitative Easing
Unprecedented asset purchases by the Fed helped revive the economy and financial markets. U.S. stocks doubled from their low in March 2009 to their high in April earlier this year.
Bill Miller, the manager famed for beating the Standard & Poor’s 500 Index for a record 15 years through 2005, rejected the idea of a “new normal” in 2009, saying that the odds may not favor a prolonged period of slow growth.
Summers, the former White House economic adviser, said in 2009 he would be “very reluctant to accept the idea” of an extended period of slow growth for the U.S. economy. Romer has said she found the “fatalism” of the idea that unemployment would remain elevated because of structural issues “distressing.”
Summers wasn’t immediately available for comment, according to spokeswoman Victoria Groves. Romer didn’t return a call seeking comment.
As the economy strengthened, the criticism grew louder. In April, Romer said that the jobless rate “is not the new normal.”
‘Three-Plus Percent’
BlackRock Inc. (BLK) co-founder Laurence D. Fink, said during a conference call with investors and analysts in January that he never shared Pimco’s view on the post-crisis economy.
“We never believed in the ‘new normal,’ ” Fink said then. “We were always talking about a U.S. economy growing three-plus percent.”
At the fixed-income unit of BlackRock, investment chief Rick Rieder had been less optimistic, telling clients since at least May 2010 that economic growth in the U.S. will be held back by “structural” factors such as problems in the labor market and the debt problems in Europe.
“We think there will be growth in the range of 1 to 2 percent,” Rieder, chief investment officer for fundamental fixed income at BlackRock, said in an interview yesterday. Fink used the same numbers in an interview with Bloomberg Television’s Erik Schatzker in June, adding growth will remain “modest” for the next 10 years.
Rieder oversees more than $600 billion for New York-based BlackRock, which is the world’s largest asset manager with $3.7 trillion. Fink, who co-founded BlackRock in 1988, is chief executive officer of the firm. While he oversees the asset- management firm, investment decisions are left to individual portfolio managers.
‘People Are Pessimistic’
Fisher said that Pimco and others are choosing to ignore the positives in the market, while focusing on unemployment and consumer spending, which are “late lagging indicators.” While he hasn’t changed his view on the “new normal,” it will be hard to make investors change their minds, said Fisher, chief executive officer of Fisher Investments Inc. in Woodside, California, which runs $44 billion in assets.
“People are pessimistic in the aftermath of a bear market, so I expect ‘new normal’ to stay popular,” he said in an interview. “I don’t expect it to go away anytime soon.”
Gross domestic product expanded at a 1.3 percent annual pace in the second quarter, less than forecast by economists, a July 29 government report showed. The economy almost stalled in the prior quarter, growing at a 0.4 percent pace, the weakest three-month period since the recovery began in mid-2009.
Fed Sees Risks
Hiring has slowed as employers lost confidence in the recovery. Average monthly payroll gains fell to 72,000 in the three months through July, from 215,000 in the prior three months. The jobless rate fell to 9.1 percent in July from 9.2 percent in June as Americans gave up looking for work.
The Fed said yesterday it expects a “somewhat slower pace of recovery over coming quarters,” adding that “downside risks to the economic outlook have increased.” The Fed also said there has been “a deterioration in overall labor-market conditions in recent months” and household spending has “flattened out.”
Earlier this month, Pimco cut its forecast for U.S. economic growth from a range of 2 to 3 percent to a range of 1 percent to 2 percent.
El-Erian said he also “underestimated” how far the Federal Reserve would go to stimulate the markets and the economy by embarking on a second round of asset purchases using a technique called quantitative easing.
“QE2 was a failed attempt to use the balance sheet of the Federal Reserve to set the U.S. economy on a path of growth,” El-Erian said in the interview. “We saw a short-term boost to growth which has now petered out.”
To contact the reporter on this story: Sree Vidya Bhaktavatsalam in Boston at sbhaktavatsa@bloomberg.net
To contact the editor responsible for this story: Christian Baumgaertel at cbaumgaertel@bloomberg.net
Summers y Romer criticaron duramente el concepto de la nueva normalidad, Fisher, money manager llamo a la frase "idiota"
Pimco’s Gross Proves Summers Wrong as Selloff Shows ‘New Normal’ Is Real
Former White House economic adviser Lawrence Summers and Christina Romer, the former chairman of the U.S. Council of Economic Advisers, were among critics who challenged a view promoted by Gross’s Pacific Investment Management Co. that the U.S. economy may be headed for a long period of below-average growth and high unemployment, a scenario known as “new normal.” Money manager Kenneth Fisher called the concept “idiotic.”
Now Gross and co-chief investment officer Mohamed El-Erian, who coined the term more than two years ago, have been vindicated by the U.S. Federal Reserve, which said yesterday that the economic recovery is “considerably slower” than anticipated, following the biggest stock market loss since December 2008. Being right on the big call hasn’t prevented Gross from making a tactical miscalculation when he stayed out of Treasuries just as concern about the economic slowdown fueled a rally in U.S. debt.
“A lot of the new normal characteristics have played out,” El-Erian, chief executive officer of Newport Beach, California-based Pimco, said in an interview. “Some people confused new normal with fatalism, but the intention was the opposite. There was the hope that policy makers would recognize that there are structural responses they needed to embark on.”
Missing the Rally
Gross dumped U.S. Treasuries earlier this year from his $245 billion Pimco Total Return Fund (PTTRX), only to miss a rally as investors fled to U.S. debt amid market volatility and the sovereign debt crisis in Europe. His fund has advanced 4.1 percent this year, lagging behind 65 percent of peers, according to data compiled by Bloomberg. Over the past five years, the fund has advanced at an average annual rate of 8.7 percent, beating 98 percent of rivals, according to the data.
The Federal Reserve yesterday pledged for the first time to keep its benchmark interest rate at a record low at least through mid-2013 to revive the flagging U.S. recovery. Chairman Ben S. Bernanke and his colleagues acted after reports showed the economy was slowing and an unprecedented downgrade by Standard & Poor’s to the U.S. credit rating triggered a stock market rout that wiped out $1 trillion in the first trading session after the cut.
The Standard & Poor’s 500 Index tumbled 2.7 percent today to 1141.48 at 12:08 p.m. in New York and Treasuries rose for the third straight day on concern that the European sovereign debt crisis is worsening.
‘Japanese-Like Growth’
“It’s pretty amazing that the Fed will be exceptionally low until 2013,” said Jason Rogan, director of U.S. government trading at Guggenheim Partners LLC, a New York-based brokerage for institutional investors. “They are telling you that we are in a stage of Japanese-like growth.”
Pimco outlined the “new normal” scenario at its annual Secular Forum in May 2009 that set investment guidelines for the firm for the next three to five years. The forecast predicted that, following the market collapse in 2008, the U.S. economy would grow at a below-average pace for the next several years as growth in the developed markets slows, unemployment stays elevated and the “heavy hand of government” would be evident in the markets.
Quantitative Easing
Unprecedented asset purchases by the Fed helped revive the economy and financial markets. U.S. stocks doubled from their low in March 2009 to their high in April earlier this year.
Bill Miller, the manager famed for beating the Standard & Poor’s 500 Index for a record 15 years through 2005, rejected the idea of a “new normal” in 2009, saying that the odds may not favor a prolonged period of slow growth.
Summers, the former White House economic adviser, said in 2009 he would be “very reluctant to accept the idea” of an extended period of slow growth for the U.S. economy. Romer has said she found the “fatalism” of the idea that unemployment would remain elevated because of structural issues “distressing.”
Summers wasn’t immediately available for comment, according to spokeswoman Victoria Groves. Romer didn’t return a call seeking comment.
As the economy strengthened, the criticism grew louder. In April, Romer said that the jobless rate “is not the new normal.”
‘Three-Plus Percent’
BlackRock Inc. (BLK) co-founder Laurence D. Fink, said during a conference call with investors and analysts in January that he never shared Pimco’s view on the post-crisis economy.
“We never believed in the ‘new normal,’ ” Fink said then. “We were always talking about a U.S. economy growing three-plus percent.”
At the fixed-income unit of BlackRock, investment chief Rick Rieder had been less optimistic, telling clients since at least May 2010 that economic growth in the U.S. will be held back by “structural” factors such as problems in the labor market and the debt problems in Europe.
“We think there will be growth in the range of 1 to 2 percent,” Rieder, chief investment officer for fundamental fixed income at BlackRock, said in an interview yesterday. Fink used the same numbers in an interview with Bloomberg Television’s Erik Schatzker in June, adding growth will remain “modest” for the next 10 years.
Rieder oversees more than $600 billion for New York-based BlackRock, which is the world’s largest asset manager with $3.7 trillion. Fink, who co-founded BlackRock in 1988, is chief executive officer of the firm. While he oversees the asset- management firm, investment decisions are left to individual portfolio managers.
‘People Are Pessimistic’
Fisher said that Pimco and others are choosing to ignore the positives in the market, while focusing on unemployment and consumer spending, which are “late lagging indicators.” While he hasn’t changed his view on the “new normal,” it will be hard to make investors change their minds, said Fisher, chief executive officer of Fisher Investments Inc. in Woodside, California, which runs $44 billion in assets.
“People are pessimistic in the aftermath of a bear market, so I expect ‘new normal’ to stay popular,” he said in an interview. “I don’t expect it to go away anytime soon.”
Gross domestic product expanded at a 1.3 percent annual pace in the second quarter, less than forecast by economists, a July 29 government report showed. The economy almost stalled in the prior quarter, growing at a 0.4 percent pace, the weakest three-month period since the recovery began in mid-2009.
Fed Sees Risks
Hiring has slowed as employers lost confidence in the recovery. Average monthly payroll gains fell to 72,000 in the three months through July, from 215,000 in the prior three months. The jobless rate fell to 9.1 percent in July from 9.2 percent in June as Americans gave up looking for work.
The Fed said yesterday it expects a “somewhat slower pace of recovery over coming quarters,” adding that “downside risks to the economic outlook have increased.” The Fed also said there has been “a deterioration in overall labor-market conditions in recent months” and household spending has “flattened out.”
Earlier this month, Pimco cut its forecast for U.S. economic growth from a range of 2 to 3 percent to a range of 1 percent to 2 percent.
El-Erian said he also “underestimated” how far the Federal Reserve would go to stimulate the markets and the economy by embarking on a second round of asset purchases using a technique called quantitative easing.
“QE2 was a failed attempt to use the balance sheet of the Federal Reserve to set the U.S. economy on a path of growth,” El-Erian said in the interview. “We saw a short-term boost to growth which has now petered out.”
To contact the reporter on this story: Sree Vidya Bhaktavatsalam in Boston at sbhaktavatsa@bloomberg.net
To contact the editor responsible for this story: Christian Baumgaertel at cbaumgaertel@bloomberg.net
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Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por admin » Mié Ago 10, 2011 3:21 pm
Arnold escribió:admin escribió:El mercado esta dominado enteramente, al 100% de los eventos de la macroeconomia, no hay nada mas que mirar. Les recomiendo revisar esos conceptos que no son tan dificiles para entender mejor lo que esta pasando.
El gran temor es que todos estamos el mismo barco (unos atras, otros en medio y adelante) y no hay un lider, un capitan que nos lleve por buen camino.
Y el temor nos paraliza, no nos deja actuar. Ese es el peligro, si seguimos asi sera la profecia que nosotros mismos estamos haciendo que se cumpla. Habra otra recesion si sigue el pesimismo.
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Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por admin » Mié Ago 10, 2011 3:24 pm
Cisco y News Corp. reportan mejor a lo esperado.
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Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por admin » Mié Ago 10, 2011 3:27 pm
Cobre debajo de $4
Copper August 10,13:59
Bid/Ask 3.9147 - 3.9160
Change -0.0510 -1.29%
Low/High 3.8684 - 4.0810
Charts
Nickel August 10,13:59
Bid/Ask 9.5248 - 9.5883
Change -0.1132 -1.17%
Low/High 9.4858 - 10.0196
Charts
Aluminum August 10,13:59
Bid/Ask 1.0658 - 1.0670
Change -0.0048 -0.44%
Low/High 1.0606 - 1.0860
Charts
Zinc August 10,13:59
Bid/Ask 0.9494 - 0.9525
Change +0.0031 +0.32%
Low/High 0.9409 - 0.9794
Charts
Lead August 10,13:59
Bid/Ask 1.0308 - 1.0366
Change +0.0085 +0.83%
Low/High 1.0222 - 1.0653
Copper August 10,13:59
Bid/Ask 3.9147 - 3.9160
Change -0.0510 -1.29%
Low/High 3.8684 - 4.0810
Charts
Nickel August 10,13:59
Bid/Ask 9.5248 - 9.5883
Change -0.1132 -1.17%
Low/High 9.4858 - 10.0196
Charts
Aluminum August 10,13:59
Bid/Ask 1.0658 - 1.0670
Change -0.0048 -0.44%
Low/High 1.0606 - 1.0860
Charts
Zinc August 10,13:59
Bid/Ask 0.9494 - 0.9525
Change +0.0031 +0.32%
Low/High 0.9409 - 0.9794
Charts
Lead August 10,13:59
Bid/Ask 1.0308 - 1.0366
Change +0.0085 +0.83%
Low/High 1.0222 - 1.0653
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Re: Miercoles 09/08/11 Comercio Internacional Mayorista
por admin » Mié Ago 10, 2011 3:30 pm
Canciller Roncagliolo es el peor error de Humala"
10 de agosto de 2011 | 08:00 a.m.Karem Barboza - ybarboza@epensa.com.peLima - El veterano periodista Luis Rey de Castro, víctima del gobierno velasquista, sostuvo ayer que la elección de Rafael Roncagliolo como canciller de la República "es el peor error" de Ollanta Humala, pues representa un abierto desprecio a la prensa.
"Ese nombramiento es el mayor error que ha cometido el señor Ollanta Humala, porque Roncagliolo es una persona que ha demostrado públicamente, en hechos históricos comprobables, su desprecio por el periodismo libre y la libertad de opinión", refirió Rey de Castro.
Luego recordó que Roncagliolo participó y fue un férreo defensor de la expropiación de la prensa durante la dictadura de Juan Velasco Alvarado.
"Él es partidario de los diarios secuestrados por la dictadura. Si el gobierno de Ollanta Humala trata de ser un gobierno democrático, ¿qué hace ahí el señor Roncagliolo?; además, en el cargo que ocupa. Su designación, además de inexcusable, es inexplicable", aseguró.
Rey de Castro añadió que espera que Humala Tasso descubra que se ha equivocado con esa designación y se rectifique.
Cabe recordar que en 1972 Rey de Castro fue deportado del Perú por orden de Velasco.
10 de agosto de 2011 | 08:00 a.m.Karem Barboza - ybarboza@epensa.com.peLima - El veterano periodista Luis Rey de Castro, víctima del gobierno velasquista, sostuvo ayer que la elección de Rafael Roncagliolo como canciller de la República "es el peor error" de Ollanta Humala, pues representa un abierto desprecio a la prensa.
"Ese nombramiento es el mayor error que ha cometido el señor Ollanta Humala, porque Roncagliolo es una persona que ha demostrado públicamente, en hechos históricos comprobables, su desprecio por el periodismo libre y la libertad de opinión", refirió Rey de Castro.
Luego recordó que Roncagliolo participó y fue un férreo defensor de la expropiación de la prensa durante la dictadura de Juan Velasco Alvarado.
"Él es partidario de los diarios secuestrados por la dictadura. Si el gobierno de Ollanta Humala trata de ser un gobierno democrático, ¿qué hace ahí el señor Roncagliolo?; además, en el cargo que ocupa. Su designación, además de inexcusable, es inexplicable", aseguró.
Rey de Castro añadió que espera que Humala Tasso descubra que se ha equivocado con esa designación y se rectifique.
Cabe recordar que en 1972 Rey de Castro fue deportado del Perú por orden de Velasco.
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