Lunes 23/01/12 Semana del Fed y el PBI (GDP)

[admin]

Lunes

Eventos economicos

Subasta de bonos

Entre los mas importantes de la semana tenemos el FOCM renion del Fed, empieza el Martes y la decision el Miercoles,el indice del precio las casas, el indice de las casas pendientes, el Miercoles, las ordenes de bienes duraderos, las ventas de casas nuevas, los indicadores lideres el Jueves, el PBI (GDP) y el sentimiento del consumidor el Viernes.

4-Week Bill Announcement
11:00 AM ET


3-Month Bill Auction
11:30 AM ET


6-Month Bill Auction
11:30 AM ET


FOMC Meeting Begins


ICSC-Goldman Store Sales
7:45 AM ET


Redbook
8:55 AM ET


4-Week Bill Auction
11:30 AM ET


2-Yr Note Auction
1:00 PM ET


Bank Reserve Settlement


MBA Purchase Applications
7:00 AM ET


FHFA House Price Index
10:00 AM ET


Pending Home Sales Index
10:00 AM ET


EIA Petroleum Status Report
10:30 AM ET


5-Yr Note Auction
11:30 AM ET


FOMC Meeting Announcement
12:30 PM ET

Weekly Bill Settlement


Durable Goods Orders
8:30 AM ET


Jobless Claims
8:30 AM ET


New Home Sales
10:00 AM ET


Leading Indicators
10:00 AM ET


EIA Natural Gas Report
10:30 AM ET


3-Month Bill Announcement
11:00 AM ET


6-Month Bill Announcement
11:00 AM ET


7-Yr Note Auction
1:00 PM ET


Fed Balance Sheet
4:30 PM ET


Money Supply
4:30 PM ET


GDP
8:30 AM ET


Consumer Sentiment
9:55 AM ET

[admin]

Gingrich gano en South Carolina y ahora es el favorito entre los candidatos republicanos a la presidencia.

Los Giants hoy dia juegan su ticket all Super Bowl. Todo New York apoyandolos. Ojala ganen.

Segunda semana en el Australian Open, los sospechosos de siempre avanzan, Djokovic, Nadal, Federer, Murray, Berdich, del Potro, etc.

[admin]

Next Week’s Tape: Bernanke Comes Alive!

Economics, FedSpeak and Eurozone Follies:

Monday

Eurogroup meeting of eurozone finance ministers

Tuesday

Ecofin meeting of EU finance ministers (totally different than Monday’s meeting!)

Spain sells bills

Treasury sells 2-year notes

FOMC meeting, Day One

President Obama’s State of the Union address

Wednesday

Germany sells bonds, er, bunds

Pending Home Sales index for December

Treasury sells 5-year notes

FOMC policy announcement

Ben Bernanke Press Conference! We’ll bring the popcorn! Or rather we’ll eat Xanax like popcorn.

Thursday

Italy sells bonds

Durable Goods orders for December

Weekly jobless claims

New home sales for December

Leading indicators for December

Treasury auctions 7-year notes

Friday

Italy sells more bills

Fourth-quarter GDP report

University of Michigan consumer sentiment for January

Earnings:

Monday

Halliburton

CSX

Western Digital

Zions

Texas Instruments

Tuesday

Advanced Micro Devices

Peabody Energy

Coach

International Game Technology

Johnson & Johnson

Kimberly-Clark

Regions Financial

Travelers

Waters

McDonald’s

KeyCorp

Harley-Davidson

Quest Diagnostic

Baker Hughes

Air Products & Chemicals

Apple

Norfolk Southern

Yahoo

DuPont

EMC

Verizon

Stryker

Total System Services

Altera

CA

Wednesday

Allegheny Technologies

Exelon

General Dynamics

Hess

Murphy Oil

Occidental Petroleum

Textron

United Technologies

Rockwell Automation

Praxair

Mead/Westvaco

Corning

Bemis

ADP

Abbott Laboratories

Symantec

Stanley Black & Decker

SanDisk

Owens-Illinois

Noble

LSI

Jacogs Engineering

E*TRADE

Wellpoint

Dover

Motorola Solutions

Xerox

St. Jude Medical

Southern Co.

Molex

Boeing

ConocoPhillips

W.W. Grainger

Citrix Systems

Netflix

Varian Medical Systems

Teradyne

Thursday

AutoNation

Baxter International

Bristol-Myers Squibb

Celgene

DeVry

McCormick

3M

Nucor

Precision Castparts

Time Warner Cable

Mead Johnson Nutrition

Lockheed Martin

Eaton

EQT

Colgate-Palmolive

Ball

Airgas

AmerisourceBergen

Amgen

Chubb

Federated Investors

Juniper Networks

Starbucks

Zimmer Holdings

Raytheon

CONSOL Energy

Caterpillar

Invesco

Sherwin-Williams

AT&T

Robert Half

VeriSign

KLA-Tencor

Eastman Chemical

Friday

Chevron

Dominion Resources

Procter & Gamble

T. Rowe Price

D.R. Horton

Honeywell

NextEra Energy

Newell Rubbermaid

Ford

Legg Mason

Altria

[admin]

Las empresas proyectan un euro a 1.24

http://online.wsj.com/public/page/espanol-inicio.html

[admin]

Peritaje internacional de proyecto Conga estará listo en marzo
Así lo confirmó el ministro de Energía y Minas, Jorge Merino. Señaló que se basarán en el estudio de las aguas del sub suelo; las aguas superficiales, y la calidad de los programas

Domingo 22 de enero de 2012 - 08:16 am
(Andina). El Ministerio de Energía y Minas (MEM) previó que el peritaje internacional al Estudio de Impacto Ambiental (EIA) del proyecto minero Conga se tendrá listo en marzo próximo.

El titular del sector, Jorge Merino, señaló que en las próximas horas se anunciarán los nombres de las personas seleccionadas para realizar el peritaje y se procederá a suscribir el contrato respectivo, cuyo costo será asumido por el Ejecutivo.

“Una vez suscrito el contrato con los peritos se tiene un plazo de 40 días para emitir el resultado y de acuerdo a lo establecido éste se tendría en marzo próximo”, manifestó.

PERITAJE EN TRES ASPECTOS
Sostuvo que el peritaje se centrará en tres aspectos: el estudio de las aguas del sub suelo; la evaluación de las aguas superficiales, y la revisión de la calidad de los programas.

“La idea del peritaje es evaluar en qué medida este EIA cumple con los requerimientos ambientales o en qué forma puede mejorarse, y esperemos el resultado para evaluar que se va a hacer”, anotó.

En ese sentido, refirió que el estudio se realizará para despejar las dudas de la población de Cajamarca y recuperar la confianza en el proyecto minero.

Añadió que los proyectos mineros justamente aseguran el acceso al agua para los próximos años.

[admin]

Esperan que el GDP (PBI) en US haya subido a 3%

[Comodoro]

Los graficos del dia,
.

.

.

.

.

.

[admin]

7:52 p.m. EST 01/22/12Futures
  Last Change Settle
Crude Oil 97.64 -0.69 98.33
Gold 1665.0 1.0 1664.0
E-mini Dow 12632 -22 12587
E-mini S&P 500 1307.00 -3.75 1310.50
8:02 p.m. EST 01/22/12Currencies
  Last (mid) Prior Day †
Japanese Yen (USD/JPY) 76.99 77.02
Euro (EUR/USD) 1.2890 1.2931
† Late Friday in New York.

[admin]

Asia-Pacific
INDEX VALUE CHANGE % CHANGE TIME
NIKKEI 225 8,752.90 -13.46 -0.15% 19:49
S&P/ASX 200 INDEX 4,230.50 -9.13 -0.22% 20:08

[admin]

No hay acuerdo en Grecia.

[admin]

Anio Nuevo en China.

Au up 1,665.89

Oil down 97.76

Los futures del Dow Jones 22 puntos a la baja.

[Luis04]

Enter the DragonFriday January 20, 2012 10:18 AM

The week’s 2% rally in the euro bumped up against resistance near the $1.298 area and the common currency retreated nearly half a percent pulling gold prices down by a similar amount as Friday’s trading action got underway in New York this morning. While the IMF is said to still be looking to raise a half trillion dollars to help with loans to indebted EU countries, and while private bondholders are still discussing how much to “take off the top” with Greece, there is evidence that not all is well in Europe; at least not to the extent this week’s market-centric optimism would have us believe.

In fact, the current EBC three-year loan program (unlimited in scope) is already being seen as providing only transient relief to certain banks in say, Italy, or Spain. Bond yields and the behavior of bond investors and/or vigilantes reveals a healthy degree of skepticism about the post-ECB lending scheme environment. Would-be buyers of such debt instruments appear to be searching for concrete evidence that specific nations have embarked on a successful campaign to curtail spending, raise more revenues, and to protect economic growth.

That is a tall order, by anyone’s definition, at this time. Every government in crisis has promised to tighten the belt to the maximum possible level. The denizens of said nations however see this as the tightening of the noose around their necks and are being…less than cooperative about the process. Enter Nobel laureate economist Joseph Stiglitz who played right into the hands of the skeptics with the observation that “Austerity on its own won’t bring growth.” It will, however bring…other things, such as those recently on display in Bucharest or Budapest.

Spot precious metals dealings opened with assorted losses this morning as the aforementioned fizzling in the euro’s rally occurred and as the US dollar repaired yesterday’s minor damage with an ascent of 0.35% to the 80.36 mark on the trade-weighted index. Gold fell $10 to $1,645.50 while silver dropped 19 cents to the $30.45 bid quote. Rhodium was quoted as unchanged at $1,300 per ounce.

HSBC’ release of its flash Chinese PMI data added to the base and precious metals’ woes as it continues to show difficulties in that country’s manufacturing sector (as well as its export sector). As China ushers in the New Year, many are wondering what will happen in the all-important real estate niche given what has just been learned about it.

Bloomberg Business Week reports that China’s December home prices posted their worst performance last year, with only two of the 70 cities tracked by the government posting gains. Prices in 52 of 70 cities monitored declined from the previous month, the statistics bureau said this week, while those in the nation’s four major cities of Shanghai, Beijing, Shenzhen and Guangzhou slid for a third month. The nation’s home transactions will fall 10 percent this year, according to Daiwa Securities Capital Markets, while UBS AG says the curbs may boost supply to the highest in a decade.”

Also adding to downside pressure in gold was the perception that physical gold demand from China is now at risk as locals begin Year of the Dragon celebrations and have apparently loaded up on as much gold as they wished prior to the event. Counting on India to take up the slack may not…pan out either, as one day after the imposition of new, high tariffs on gold and on silver the locals were apparently steering clear of their local gold outlets.

It is, however, a reasonably safe bet that some Chinese gold acquirers in recent weeks opted to go for the stunning range of PAMP “Lunar Calendar Series” gold ingots that feature the scaly creature that hopefully brings them good fortune in 2012. Enter the Dragon; the PAMP Dragon, that is. You can see it, along with many other fine recent designs by gold fabricators at your one-stop source for jaw-dropping images of the yellow metal; GoldBarsWorldWide.com

Platinum was down $15 at $1,505 and palladium was off by $12 at $663 per ounce. In PGM-supportive news, we have two items of interest today. First, we have the news that GM is at number one spot again (whodathunkit after the near-death experience it had just 36 months ago?) in the world of automobile sales. The US firm moved more than 9 million cars into global consumers’ garages last year, edging out Toyota Motor, which also fell behind VW Group in its 2011 sales on account of the production difficulties arising out of the March 2011 Sendai Quake.

Next, if you thought that the probable exhaustion on Russia’s state-owned palladium stockpiles might make life “interesting” for that metal as we head into next year, consider the following news item as well. Reuters reports that “Russian miner Norilsk Nickel is expecting to reduce production this year to adapt to a slight fall in global metals demand, its CEO said on Thursday, but does not see a slump into another global economic crisis. The company [is] the world's biggest producer of nickel and palladium.”

Speaking of the world’s biggest, well, the world’s biggest…wallets will be gathering in Davos, Switzerland shortly to discuss what the 1% can do to keep the 99% from building barricades around the world. This year’s theme in the picturesque Alpine village will be “The great transformation: shaping new models.” Exactly what that translates into for us mere mortals, is still fuzzy.

Apparently, the world’s elite feel that 2012 is a ripe time for a “fresh start” and that certain old “models” (not referring to Elle McPherson) no longer work. The meeting will be opened with an address by German Chancellor Merkel on Wednesday night. To say that the word “Europe” will be liberally sprinkled around at this year’s meeting is to say that there’s a “liberal sprinkling” of snowflakes surrounding Davos…

Meanwhile, us, mere mortals, will be headed for a more…modest but perhaps more interesting event than the glitterati over in Davos: the Cambridge House Resource Investment Conference. We have a bunch of things planned for those of you who will (wisely) choose to attend what could be this year’s best such event. Among them, a couple of special live webinars to be held at the Kitco Booths (2010,2012,1911 and 1913) and special appearances by our friends at Questrade. RRSP season is (almost) upon us…after all.

Before that, however, something else is upon us. Enter The Year of the Dragon. Please join us in raising a cup of rice wine and in wishing our large and growing Chinese audience a Happy, Healthy, and Prosperous 2012!

Gung Hay Fat Choy!

Jon Nadler

[admin]

Las nevadas en China estan obstaculizando la mas grande migración humana, el gobierno ha puesto mas trenes para poder transportar a los millones que viajan para celebrar el año del dragón.

[admin]

El CEO de RIMM renuncia.

[admin]

9:08 p.m. EST 01/22/12Futures
  Last Change Settle
Crude Oil 97.99 -0.34 98.33
Gold 1668.9 4.9 1664.0
E-mini Dow 12625 -29 12587
E-mini S&P 500 1305.50 -5.25 1310.50
9:18 p.m. EST 01/22/12Currencies
  Last (mid) Prior Day †
Japanese Yen (USD/JPY) 77.05 77.02
Euro (EUR/USD) 1.2900 1.2931
† Late Friday in New York.