Lunes 05/12/11 Ordenes fabricas, ISM no manufact.

[admin]

+38

[admin]

+65.92

[goodprofit1]

¿bomba? ¿cùal bomba? no, no me digas que va a malograr todas las expectativas de esta semana.

[admin]

+80

[admin]

Es que lo del recorte de Europa no fue un anuncio directo de ellos, ahora si acaban de decir que recortarian el rating de Italia y Belgica, nada de Francia y Alemania todavia.

El S£P no nos va a dejar subir, habra que ignorarlo.

[El_Diez]

¿Bomba? !!!!
El foro se esta volviendo en zona de guerra.

[admin]

Ok, tambien Portugal. Malta, Slovenia, etc.

En total 15 paises en outlook negativo.

Todavia no es downgrade.

[admin]

Belgica no esta en la lista. Stress sistemico dice S&P

[admin]

Alemania y Austria serian recortados un nivel.

[admin]

Belgica, Finlandia y Netherlands tambien podrian ser recortados un nivel.

[admin]

Treasurys Price Chg Yield %
2-Year Note -0/32 0.262
10-Year Note -0/32 2.037
* at close

4:23 p.m. EST 12/05/11Futures Last Change Settle
Crude Oil 100.72 -0.24 100.96
Gold 1725.3 -26.0 1734.5
E-mini Dow 12071 68 12003
E-mini S&P 500 1255.25 11.65 1243.50

4:34 p.m. EST 12/05/11Currencies Last (mid) Prior Day †
Japanese Yen (USD/JPY) 77.76 77.98
Euro (EUR/USD) 1.3399 1.3390
† Late Friday in New York.

[admin]

MARKETSDECEMBER 5, 2011, 4:14 P.M. ET.S&P to Put Entire Euro Zone on Watch for Downgrade

By NICOLE LUNDEEN, JEANNETTE NEUMANN and JAVIER E. DAVID
The 17 nations of the euro zone will be placed on "credit watch negative" by Standard & Poor's Rating Services, according to people familiar with the matter.

The ratings firm is expected to make an announcement after the market closes in New York at 4 p.m. S&P is expected to cite the difficulties of the euro region in containing its debt crisis.

The decision to put the countries on negative credit watch—which signals a downgrade within 90 days has 50-50 odds—would hit six countries with the rating firm's highest, triple-A rating: Germany, France, the Netherlands, Austria, Finland and Luxembourg.

A spokesman for Standard & Poor's declined to comment, saying, "We never comment about market rumors about our ratings."

The expected move comes ahead of this week's European Union summit. On Friday, euro-zone officials are expected to lay out plans to enforce stricter budget rules across the currency bloc in an effort to keep the Continent's turmoil from worsening.

The yields on bonds issued by financially stressed European governments such as Italy and Spain have soared in recent months amid questions about growth prospects, debt loads and budget deficits. Rising yields make it costlier for governments to borrow and can slow growth at a time when the region is already dealing with high unemployment and near recession conditions.

The meeting comes on the heels of a coordinated action by the world's central banks to make dollars available to banks at a lower cost. The move, made last week, has helped lower bond yields in Europe by allaying fear that national governments won't be able to fund themselves.

Over the course of the year, European officials have met repeatedly to address the debt crisis. Yet optimism that has followed news of apparent breakthroughs has repeatedly given way to further market unrest, as details fell short of what the market expected.

The S&P move follows an August decision by the rating firm to downgrade the U.S. debt rating to double-A-plus from triple-A after contentious debt-ceiling talks.

Current European regulation requires credit-rating firms to let issuers know of any rating action 12 hours before that change is reported to the broader market. European regulators last month proposed that rating firms notify issuers "a full working day" before publication of a rating action "to leave the rated entity sufficient time to verify the correctness of data underlying the rating."

The rating firms have expressed concerns that 12 hours is already too generous and heightens the possibility that a government could leak an impending downgrade or outlook change.

David H. Levey, a former sovereign-debt analyst at Moody's Investors Service from 1985 until 2004, said rating firms typically used to notify countries of a downgrade or outlook change one to two hours ahead of time because of concerns about leaks to the media and the potential for insider trading by government officials. "The longer the period of pre-announcement, the greater are both of those risks."

[admin]

S&P espera que Francia crezca 0.5% en el 2012.

Los bancos Alemanes necesitara recapitalizar grandes cantidades en el 2012.

Esperan un recesion moderada para el primer semestre del 2012 (para Europa) 40$ de posibilidad

Francia e Italia podrian ser recortados dos niveles.

[admin]

El sector financiero ha subido 8.6% en una semana.

La miseria busca compania, le rebajaron el rating a US y ahora sigue Alemania y todos los demas. En fila.

[jonibol]

Veremos si estas reducciones de S&P impactan en un mercado que ha recuperado parte del optimismo por la situación europea gracias al interés de las autoridades de buscar soluciones creíbles.