Martes 06/09/11 ISM no manufacturero

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.

Este foro es posible gracias al auspicio de Optical Networks http://www.optical.com.pe/

El dominio de InversionPeru.com es un aporte de los foristas y colaboradores: El Diez, Jonibol, Victor VE, Atlanch, Luis04, Orlando y goodprofit.

Advertencia: este es un foro pro libres mercados, defensor de la libertad y los derechos de las victimas del terrorismo y ANTI IZQUIERDA.

Re: Martes 06/09/11 ISM no manufacturero

Notapor admin » Mar Sep 06, 2011 11:24 am

-178
admin
Site Admin
 
Mensajes: 164292
Registrado: Mié Abr 21, 2010 9:02 pm

Re: Martes 06/09/11 ISM no manufacturero

Notapor admin » Mar Sep 06, 2011 11:24 am

AAPL paso al azul
admin
Site Admin
 
Mensajes: 164292
Registrado: Mié Abr 21, 2010 9:02 pm

Re: Martes 06/09/11 ISM no manufacturero

Notapor admin » Mar Sep 06, 2011 11:29 am

FBR: Obama tienen que parar (stop) de castigar a los bancos.

Romney, candidato presidencial republicano mostrara su propio plan de creacion de impuestos.

Zentner de Nomura: muy dificil tener claridad de precios en las acciones cuando la politica esta poniendo una nube de incertidumbre sobre todo.

Las casas deben caer otro 10%, dice Zentner de Nomura.
admin
Site Admin
 
Mensajes: 164292
Registrado: Mié Abr 21, 2010 9:02 pm

Re: Martes 06/09/11 ISM no manufacturero

Notapor admin » Mar Sep 06, 2011 11:38 am

-204
admin
Site Admin
 
Mensajes: 164292
Registrado: Mié Abr 21, 2010 9:02 pm

Re: Martes 06/09/11 ISM no manufacturero

Notapor admin » Mar Sep 06, 2011 11:40 am

1,000 casas destruidas en Texas debido al incendio forestal que aun no esta controlado.

Au up 1,877
admin
Site Admin
 
Mensajes: 164292
Registrado: Mié Abr 21, 2010 9:02 pm

Re: Martes 06/09/11 ISM no manufacturero

Notapor admin » Mar Sep 06, 2011 11:41 am

AAPl -0.30%

-211
admin
Site Admin
 
Mensajes: 164292
Registrado: Mié Abr 21, 2010 9:02 pm

Re: Martes 06/09/11 ISM no manufacturero

Notapor admin » Mar Sep 06, 2011 11:47 am

A ver si alguien hace caso

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

US debe dejar de castigar a la banca, y deben suspender las demandas de la recompra de hipotecas porque estan impidiendo la recuperacion economica, dijo Paul Miller de FBR Capital Markets &Co.

Las perdidas por las recompras podrian alcanzar $12 billones, escribio Miller, un ex examinador de bancos en una nota a sus clientes. En un escenario BAC podria perder $66 billones.

Las agencias FRE y FNM y el FHFA (como el ministerio de vivienda) estan actuando en su propio interes y no en el de la economia total. Sus reclamos van a saacr el capital del sistema bancario y causara que los bancos tengan que ser mas extrictos en sus creditos, lo cual empujara a los probables compradores de casas a no hacerlo.

U.S. Must ‘Stop Punishing Banks,’ Halt Putback Claims, FBR’s Miller Says
By Hugh Son - Sep 6, 2011 11:44 AM ET .
U.S. government-backed firms and agencies should “stop punishing banks” and suspend demands for mortgage repurchases because they are impeding an economic recovery, according to Paul Miller of FBR Capital Markets & Co.

Repurchase losses may total $121 billion, wrote Miller, a former federal bank examiner, in an analyst’s note to clients dated today. He previously said the tally might range from $54 billion to $106 billion. Losses for Bank of America Corp. (BAC) could reach $66 billion in some scenarios, he wrote.

Fannie Mae, Freddie Mac, the Federal Housing Authority and the Federal Housing Finance Authority “are acting in their own self-interest as opposed to that of the broader U.S. economy,” Miller wrote. Their claims “drain capital from the banking system, and they cause banks to overly tighten credit standards, which pushes potential home buyers onto the sidelines.”

Bank of America, the biggest U.S. lender by assets, led decliners in New York trading last week after the Federal Housing Finance Agency sued 17 banks to recover losses on mortgage-backed securities sold to Fannie Mae and Freddie Mac. The FHFA is seeking to recoup $196 billion spent on the securities, plus other damages including civil penalties.

“If we are to get the housing market working again, it’s our opinion that the FHFA and the government-sponsored enterprises need to stop punishing banks for their lending practices from several years ago, even though they may have a legal right to do so,” Miller wrote.

The FHFA lawsuit makes clear the U.S. “is committed to breaking up the banking industry,” Richard Bove, an analyst with Rochdale Securities LLC in Lutz, Florida, said yesterday in a research note. The U.S. is ignoring risks that the economy may stall in part because banks stop making loans, he said.

Forbearance Opposed
Neil Barofsky, former special inspector general for the Troubled Asset Relief Program, said last week in an e-mail he’s “strongly opposed” to regulatory forbearance for the lenders, and that any further aid to banks should come with transparency and accountability.

“The government needs to be as aggressive as possible to vindicate the taxpayers’ rights to get as much money from the big banks as possible,” Barofsky said Sept. 2 on Bloomberg Television. “If the government pulls its punches on a valid claim that it would have on this claim on that basis, that’s nothing more than a transfer of money from taxpayer pockets into the shareholders of Bank of America and other banks and that’s an opaque, non-transparent bailout.”

Bank of America said last week that Fannie Mae and Freddie Mac “acknowledged that their losses in the mortgaged-backed securities market were due to the unprecedented downturn in housing prices and other economic factors,” said Larry DiRita, a spokesman for the Charlotte, North Carolina-based lender.

The bank dropped 3.7 percent to $6.98 as of 11:31 a.m. in New York Stock Exchange composite trading. New York-based JPMorgan Chase & Co. (JPM) declined 4 percent, New York-based Citigroup Inc. (C) fell 3 percent and San Francisco-based Wells Fargo, the biggest U.S. home lender, slipped 1.6 percent.
admin
Site Admin
 
Mensajes: 164292
Registrado: Mié Abr 21, 2010 9:02 pm

Re: Martes 06/09/11 ISM no manufacturero

Notapor admin » Mar Sep 06, 2011 11:48 am

La aprobacion de Obama en sus niveles mas bajos de su presidencia debido a la economia.

Mas del 60% desaprueban la gestion de Obama con respecto a la economia.



Obama Approval Rating Drops to Record Low on Economy, Washington Post Says
By James Kraus - Sep 6, 2011 3:31 AM ET .
U.S. President Barack Obama. Photographer: Andrew Harrer/Bloomberg
.President Barack Obama’s approval ratings fell to a record low as more than 60 percent of those questioned said they don’t approve of the way he’s handling the U.S. economy, the Washington Post reported, citing a poll it conducted with ABC.

The poll found that 43 percent approved of how he handles his job overall while 53 percent didn’t, the newspaper said.

Only 28 percent of those questioned said they approved how Republicans are handling their responsibilities in Congress while 68 percent disapproved, the biggest gap since the summer of 2008, the newspaper reported.

The telephone poll of 1,001 randomly selected adults was conducted Aug. 29 to Sept. 1 and has a margin of error of plus or minus 3.5 percentage points, Post said.
admin
Site Admin
 
Mensajes: 164292
Registrado: Mié Abr 21, 2010 9:02 pm

Re: Martes 06/09/11 ISM no manufacturero

Notapor OrlandoR » Mar Sep 06, 2011 12:05 pm

en que quedamos?

"Economía mundial va rumbo al desastre si se insiste en políticas de austeridad"Mar, 06/09/2011 - 11:48

La economía mundial se dirige al "desastre" si los gobiernos insisten en aplicar políticas de ajuste
fiscal que están ahogando el consumo, destruyendo las expectativas del sector público y de los hogares y paralizando las inversiones.

Así lo pronosticó el experto del Organismo de la ONU para el Comercio y el Desarrollo (UNCTAD), Heiner Flassbeck, quien explicó que "la situación es realmente crítica" y que si no se actúa rápido el mundo entrará en un periodo de "dos décadas perdidas".

"Si los gobiernos se apegan a las políticas de ajuste fiscal y siguen recortando gasto público terminaremos en una recesión permanente. Eso es absolutamente inevitable porque no se puede crear
crecimiento de la nada", advirtió Flassbeck.

Puso como ejemplo a Grecia, cuyo lo único que se puede anticipar en ese país es "una recesión más profunda", a dos años de haber empezado a recortar gastos, subir impuestos y recortar los ingresos de los trabajadores y jubilados.

Esas medidas de ajustes no fueron acompañadas por ningún tipo de "estímulo positivo" para la economía, criticó Flassbeck, quien se preguntó "¿A dónde puede ir una economía así?".

En esa línea, sostuvo que si el resto de Europa imita las medidas tomadas por Grecia, "esto va a terminar en un desastre" porque "sin recuperación de los salarios y con las expectativas disminuidas del sector privado y de los hogares no hay más instrumentos a disposición para revivir la economía".

Estas declaraciones las dio Flassbeck en la presentación del informe anual de la UNCTAD, que analiza los problemas de las políticas económicas tras la crisis de 2008-2009.

Fuente: EFE
OrlandoR
 
Mensajes: 497
Registrado: Mar Mar 29, 2011 11:33 am

Re: Martes 06/09/11 ISM no manufacturero

Notapor admin » Mar Sep 06, 2011 12:08 pm

Ackerman de Deustche Bank dice que se esta viviendo lo mismo que a finales del 2008, urge a los poilticos a tomar medidas para evitar mayor danio.

No hay una direccion clara en Europa.

Finland ha demandado garantias colaterales por parte de Grecia para que pueda acceder a mas ayuda.

European Banks Under Assault in Markets That Remind Ackermann of Late 2008
By Aaron Kirchfeld, Adam Ewing and Nicholas Comfort - Sep 6, 2011 9:04 AM ET .

Deutsche Bank CEO Josef Ackermann Hannelore Foerster/Bloomberg
Josef Ackermann, chief executive officer of Deutsche Bank AG, said market conditions remind him of late 2008, and urged lawmakers to act to avoid a repeat of the financial crisis.

Three years after the collapse of Lehman Brothers Holdings Inc., financial shares in Europe are under assault, the cost of insuring bank debt is at records, and bankers see worrying parallels to that time.

A Bloomberg index of European financial stocks fell as much as 2.9 percent to the lowest level since March 2009, while a measure of banks’ reluctance to lend to each other was at the highest since April of that same year.

The chief executive officer of Deutsche Bank AG (DBK), Josef Ackermann, said yesterday market conditions remind him of late 2008, and urged lawmakers to act to avoid a repeat of the financial crisis, which spawned the worst global recession since the Great Depression. Investors drove yields higher on the bonds of Greece, Portugal, Spain and Italy yesterday on doubts Europe’s leaders will be able to stop the sovereign debt contagion.

“Investors are not only asking themselves whether those responsible can summon the necessary willpower to overcome this crisis, but increasingly also whether enough time remains and whether they have the needed resources available,” Ackermann, 63, said at a conference in Frankfurt. “As long as uncertainty holds whether the agreements can be quickly and fully implemented, the nervousness on the market will remain.”

Demands led by Finland for collateral for new Greek loans, deteriorating economic growth in Europe and the U.S. and wavering commitment to austerity packages from euro members such as Italy risk derailing efforts to contain the crisis.

This “is not just a financial crisis,” UniCredit CEO Federico Ghizzoni said in Frankfurt today. “For the first time, the European system is really at stake.”

‘Political Direction’
The disarray in financial markets will raise pressure on finance ministers and central bankers from the Group of Seven nations to take further steps when they meet in Marseille, France, on Sept. 9 and 10.

“If there’s not a clear political direction to find a solution for Europe’s problems, then we will enter a very difficult market situation,” said Wolfgang Kirsch, head of DZ Bank AG, Germany’s biggest cooperative lender, in an interview at the Frankfurt conference yesterday.

The Bloomberg Europe Banks and Financial Services Index of 46 stocks dropped 12 percent in the past three sessions, to the lowest level since March 31, 2009. The Markit iTraxx Financial Index linked to senior debt of 25 banks and insurers rose as much as 7 basis points to 277, according to JPMorgan Chase & Co. The difference between the three-month euro interbank offered rate, or Euribor, and the overnight indexed swap rate, a measure of banks’ reluctance to lend to each other, was 0.765 percentage point, the widest gap since April 2009.

‘Going Lower’
European stocks fell for a third day, following the biggest two-day drop in the Stoxx Europe 600 Index since March 2009, as investors speculated that support for bailing out Europe’s indebted nations may fade.

“We’re likely to keep going lower unless governments step in, in a big way,” said Lex van Dam, a London-based fund manager at Hampstead Capital LLP, which oversees $500 million.

The collapse of New York-based Lehman Brothers froze credit markets and forced taxpayer-funded bailouts of banks from Washington and London to Berlin. At that time, the concern was over U.S. mortgage-backed securities. This time, it’s about the bonds of Europe’s debt-ridden governments.

‘More Dramatic’ Than 2008
“The situation is much more dramatic than in 2008,” Ulrich Schroeder, head of Germany’s state-owned development bank KfW Group, said at the Frankfurt conference yesterday. Many countries wouldn’t be in a condition to rescue their lenders in a similar crisis because of their deficit problems, he said. “The banks aren’t out of the danger zone.”

Many European banks “obviously” wouldn’t be able to shoulder writedowns on sovereign debt held in their banking books based on market values, Ackermann said. Greek two-year notes traded yesterday at less than 50 percent of face value.

Still, measures taken by the European Central Bank have made it possible for banks to finance their operations even when other banks and investors have cut off funding, preventing a credit freeze similar to the one that followed Lehman Brothers’ collapse, DZ Bank’s Kirsch said.

The Frankfurt-based ECB provides euro-area banks with unlimited liquidity in its refinancing operations, and started buying Italian and Spanish government bonds on Aug. 8 to stem a market rout.

The difference between the three-month euro interbank offered rate and the overnight indexed swap rate is still less than half the peak in October 2008, according to Bloomberg data.

‘Crucial Moment’
“Europe is at a crucial moment and if we are to survive this, northern countries like Germany need to step up and support the weaker members, something they just don’t want to do,” said Neil Phillips, a fund manager at BlueBay Asset Management Plc in London, which oversees about $45 billion.

Collateral demands as a condition of participating in the next Greek rescue plan have complicated the program’s prospects, the Institute of International Finance, a Washington-based banking group that Ackermann chairs, said in a report yesterday. This has “visibly reduced” the chances that euro-region countries would come together to rescue another nation in distress, the IIF said.

Euro-area governments pledged 109 billion euros ($153 billion) in public money for Greece on July 21, accompanied by 50 billion euros through an IIF-coordinated private-investor debt swap and bond buyback program. Negotiations will continue today, with a meeting of the Finnish, Dutch and German finance ministers in Berlin.

To contact the reporter on this story: Aaron Kirchfeld in Frankfurt at akirchfeld
admin
Site Admin
 
Mensajes: 164292
Registrado: Mié Abr 21, 2010 9:02 pm

Re: Martes 06/09/11 ISM no manufacturero

Notapor admin » Mar Sep 06, 2011 12:12 pm

OrlandoR escribió:en que quedamos?

"Economía mundial va rumbo al desastre si se insiste en políticas de austeridad"Mar, 06/09/2011 - 11:48

La economía mundial se dirige al "desastre" si los gobiernos insisten en aplicar políticas de ajuste
fiscal que están ahogando el consumo, destruyendo las expectativas del sector público y de los hogares y paralizando las inversiones.

Así lo pronosticó el experto del Organismo de la ONU para el Comercio y el Desarrollo (UNCTAD), Heiner Flassbeck, quien explicó que "la situación es realmente crítica" y que si no se actúa rápido el mundo entrará en un periodo de "dos décadas perdidas".

"Si los gobiernos se apegan a las políticas de ajuste fiscal y siguen recortando gasto público terminaremos en una recesión permanente. Eso es absolutamente inevitable porque no se puede crear
crecimiento de la nada", advirtió Flassbeck.

Puso como ejemplo a Grecia, cuyo lo único que se puede anticipar en ese país es "una recesión más profunda", a dos años de haber empezado a recortar gastos, subir impuestos y recortar los ingresos de los trabajadores y jubilados.

Esas medidas de ajustes no fueron acompañadas por ningún tipo de "estímulo positivo" para la economía, criticó Flassbeck, quien se preguntó "¿A dónde puede ir una economía así?".

En esa línea, sostuvo que si el resto de Europa imita las medidas tomadas por Grecia, "esto va a terminar en un desastre" porque "sin recuperación de los salarios y con las expectativas disminuidas del sector privado y de los hogares no hay más instrumentos a disposición para revivir la economía".

Estas declaraciones las dio Flassbeck en la presentación del informe anual de la UNCTAD, que analiza los problemas de las políticas económicas tras la crisis de 2008-2009.

Fuente: EFE


Y no solo seran dos decadas perdidas si no 10 o 20 decadas perdidas si se siguen aplicando las medidas Europeas de gastar y gastar y gastar para salir de la crisis.

La solucion no le va a gustar a nadie por que signfica un ajuste de cinturones generalizados, caida en el standard de vida, desaparicion de servicios y beneficios que nunca debieron existir en primer lugar.

Estos izquierdistas no quieren enfrentar la realidad, su solucion es evitar el dolor a toda costa, empeniando a las generaciones venideras. Eso es irresponsable.

La unica solucion que ellos tienen al gasto indiscriminado e irresponsable es gastar mas, solucionar el problema de la deuda endeudanse mas, eso es lo que quieren. Cerrar lo ojos y seguir gastando por que el no hacerlo va a causar una recesion.

Y que venga otra recesion, si ese es el precio por enfrentar la verdad. A prepararse.
admin
Site Admin
 
Mensajes: 164292
Registrado: Mié Abr 21, 2010 9:02 pm

Re: Martes 06/09/11 ISM no manufacturero

Notapor Victor VE » Mar Sep 06, 2011 12:27 pm

Candente Copper DNT MINERAS 1.15 05/09/2011 1.14 1.10 1.13 1.16 14,125 4 -4.35 US$ 15,643

Lo paran pateando.
Victor VE
 
Mensajes: 2987
Registrado: Jue Abr 22, 2010 8:33 am

Re: Martes 06/09/11 ISM no manufacturero

Notapor OrlandoR » Mar Sep 06, 2011 12:33 pm

Alguien se las olia lo de IPR (Inca pacific resources) ?? hoy subio 78% :(
OrlandoR
 
Mensajes: 497
Registrado: Mar Mar 29, 2011 11:33 am

Re: Martes 06/09/11 ISM no manufacturero

Notapor Arnold » Mar Sep 06, 2011 12:36 pm

OrlandoR escribió:Alguien se las olia lo de IPR (Inca pacific resources) ?? hoy subio 78% :(

Cheka el Hecho de Importancia de Milpo en el foro
Arnold
 
Mensajes: 1251
Registrado: Jue Abr 22, 2010 8:45 am

Re: Martes 06/09/11 ISM no manufacturero

Notapor OrlandoR » Mar Sep 06, 2011 12:38 pm

Arnold escribió:
OrlandoR escribió:Alguien se las olia lo de IPR (Inca pacific resources) ?? hoy subio 78% :(

Cheka el Hecho de Importancia de Milpo en el foro


SI lo vi, por eso pregunto, si esos rumores se dan.
O puede pasar que mañana alguien compre DNT o RCZ y asi de pronto dupliquen su valor

Es mas suerte que otra cosa?
OrlandoR
 
Mensajes: 497
Registrado: Mar Mar 29, 2011 11:33 am

AnteriorSiguiente

Volver a Foro del Dia

¿Quién está conectado?

Usuarios navegando por este Foro: No hay usuarios registrados visitando el Foro y 112 invitados

cron