Miercoles 16/05/12 Minutas del Fed, produccion industrial

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+22.56

[admin]

Benmosche quiere salir de las garras del gobierno este anio.

Quiere que el credito de AIG mejore de estable a positivo.

Seguira con la compania, se siente bien a pesar del cancer.Muy buen trabajo.

+20.85

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AAPL -0.30%

[admin]

Au down 1,536

OIl down 92.91

Euro up 1.2731

+18.58

En azul con las justas.

[El_Diez]

Para el corto plazo los indicadores técnico del Euro ya indican que esta muy sobrevendida, debería subir en el corto plazo

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  Last Change % Chg
DJIA 12622.31 -9.69 -0.08
Nasdaq 2876.23 -17.53 -0.61
S&P 500 1327.53 -3.13 -0.24

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1:30 p.m. EDT 05/16/12Treasurys
    Price Chg Yield %
2-Year Note   -1/32 0.298
10-Year Note   -3/32 1.784
* at close
1:35 p.m. EDT 05/16/12Futures
  Last Change Settle
Crude Oil 92.44 -1.54 93.98
Gold 1531.9 -25.2 1557.1
E-mini Dow 12610 5 12605
E-mini S&P 500 1326.75 -1.50 1328.25
1:44 p.m. EDT 05/16/12Currencies
  Last (mid) Prior Day †
Japanese Yen (USD/JPY) 80.28 80.19
Euro (EUR/USD) 1.2720 1.2730

[El_Diez]

Será importante que el Euro no pierda su soporte, eso seria una señal alcista. El Euro ya esta con indicadores que indican sobre venta para el corto plazo por lo tanto cabe la posibilidad que no pierda el soporte y más bien rebote. . Ahora que si pierde su soporte y peor aun si cruza hacia abajo la línea verde formando un HCH el piso del Euro será mucho mas abajo previa formación de un Pullback bajista es decir una etapa ligera de rebote y una posterior etapa de caídas hasta llegar a formar un piso.

Euro Dolar.jpg (58.58 KiB) Visto 3005 veces

[El_Diez]

Para el corto plazo los indicadores técnico del Cobre al igual que el Euro esta en zona de sobre venta , .. es probable que rebote en esta semana incluso antes del viernes. Es un punto de vista

Cobre.JPG (51.07 KiB) Visto 2996 veces

[El_Diez]

También es muy probable que el Oro rebote

[admin]

ECONOMY Updated May 16, 2012, 2:35 p.m. ET
Fed Flags Fiscal Risks

↓
By KRISTINA PETERSON And JEFFREY SPARSHOTT
Federal Reserve officials in April flagged concerns over U.S. fiscal policy and its impact on the economy, according to minutes of their last policy meeting released Wednesday.

Central bank officials overall thought the economic outlook was still on a path of "moderate" economic growth that would gradually pick up, according to minutes of the Federal Open Market Committee's April 24-25 meeting, released after the customary three-week lag.

While Fed officials have indicated they aren't planning to take any immediate new actions to spur economic growth, "several" officials "indicated that additional monetary policy accommodation could be necessary if the economic recovery lost momentum or the downside risks to the forecast became great enough," the minutes said.

Among the concerns that Fed officials noted last month was the U.S. fiscal situation. Federal Reserve Chairman Ben Bernanke has warned lawmakers about the potential effect of the "fiscal cliff," which includes the Bush-era tax cuts and a payroll-tax break expiring at the end of this year, as well as more than $1 trillion in spending cuts scheduled to kick in at the beginning of 2013.

Fed officials expected that the government sector would be a "drag on economic growth over coming quarters" and saw the U.S. fiscal situation as a "sizable risk." If lawmakers don't reach agreement on a plan for the federal budget, "a sharp fiscal tightening could occur at the start of 2013," the minutes noted. That uncertainty "could lead businesses to defer hiring and investment," officials worried at the meeting. Agreement on a long-term plan could alleviate some of that uncertainty.

Fed officials also debated how much of the weakness in the job market would ease when the economic recovery accelerates.

"Participants expressed a range of views on the extent to which the unemployment rate was being boosted by structural factors such as mismatches between the skills of unemployed workers and those being demanded by hiring firms," the minutes stated.

The officials also explored making changes to the Fed's new communications strategy and agreed to discuss further the advantages and drawbacks of using "simple monetary rules" as "guides for monetary policy decision making" and for external communications about their policy.

In April, the Fed's policy-making body reaffirmed its plan to keep short-term interest rates near zero through late 2014. However, projections released on the same day showed some Fed officials expected the central bank to start raising interest rates earlier than they had in January.

For instance, only four Fed officials now expect the Fed to wait until 2015 for its first-interest rate increase, down from six in January. The minutes noted that views ranged in part because officials had different projections for how the economic recovery would proceed and the pace of the decline in unemployment. Some officials also thought it was appropriate to keep short-term interest rates lower for "a longer period" when the federal-funds rate had been near zero.

All 17 Fed officials make quarterly projections, but only the central bank's board of governors and five regional bank presidents vote on the path of monetary policy at FOMC meetings.

The Fed also decided to change the schedule for the meetings of its policy-making body. The FOMC will now meet over two days, instead of alternating one- and two-day meetings. Quarterly economic projections will be released and Mr. Bernanke will conduct a press conference after the meetings in the third month of each quarter: March, June, September and December.

Some Fed officials had "expressed a preference for the two-day format over the one-day format" and Mr. Bernanke raised the possibility of changing the meeting schedule "to incorporate more two-day meetings to allow additional time for discussion," the minutes noted.

In their assessment of the economy at the April meeting, Fed officials viewed the economy as continuing to "expand moderately." Strains in global financial markets continued to pose a risk. Labor-market conditions showed improvement, although Fed officials noted that unusually warm weather may have inflated employment figures earlier in the year. Most officials thought the inflation outlook was balanced, though "some" officials worried that "maintaining the current highly accommodative stance of monetary policy over the medium run could erode the stability of inflation expectations and risk higher inflation."

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2:55 p.m. EDT 05/16/12Major Stock Indexes
  Last Change % Chg
DJIA 12645.70 13.70 0.11
Nasdaq 2881.72 -12.04 -0.42
S&P 500 1329.73 -0.93 -0.07
DJ Total Stock Market 13916.73 -15.97 -0.11
Russell 2000 774.15 -3.21 -0.41
Global Dow 1792.24 -15.15 -0.84

[admin]

2:55 p.m. EDT 05/16/12Major Stock Indexes
  Last Change % Chg
DJIA 12645.70 13.70 0.11
Nasdaq 2881.72 -12.04 -0.42
S&P 500 1329.73 -0.93 -0.07
DJ Total Stock Market 13916.73 -15.97 -0.11
Russell 2000 774.15 -3.21 -0.41
Global Dow 1792.24 -15.15 -0.84

[admin]

3:23 p.m. EDT 05/16/12Major Stock Indexes
  Last Change % Chg
DJIA 12614.86 -17.14 -0.14
Nasdaq 2874.14 -19.62 -0.68
S&P 500 1326.22 -4.44 -0.33
DJ Total Stock Market 13884.74 -47.96 -0.34
Russell 2000 774.83 -2.53 -0.33
Global Dow 1790.09 -17.30 -0.96

[Luis04]

QUE OPINAN?

Soros esquivó la nacionalización de YPF: vendió toda su participación en el primer trimestre

El inversor húngaro no quiso esperar a que los rumores sobre la posible nacionalización de YPF por parte del Gobeirno argentino se confirmaran. Las continuas filtraciones acerca de los planes de la Casa Rosada llevaron a George Soros a tomar la decisión de deshacerse de su participación en la antigua filial de Repsol antes de que se materializase y esquivar el desplome del valor.

Según informa Bloomberg, el hedge fund del gurú financiero, Soros Fund Management LLC, contaba con un total de 860.255 títulos de YPF cotizados en la Bolsa de Nueva York. Esta participación, valorada en 29,8 millones de dólares, fue vendida íntegramente durante el primer trimestre del año.

Así, cuando el 16 de abril Cristina Fernández de Kirchner anunció por televisión que el Estado argentino nacionalizaba el 51% de YPF en manos de Repsol, Soros ya había reducido a cero su exposición a la petrolera afincada en el país latinoaméricano.

Ese mismo día, las acciones de YPF fueron suspendidas de negociación tanto en Buenos Aires como en Nueva York, donde cotizan a través de los denominados ADR (American Deposit Receips), certificados de una compañía depositados físicamente y que Wall Street requiere a las entidades extranjeras para inscribir sus acciones. Tras su vuelta a los mercados, dos días después, los ADR de la petrolera se desplomaron más del 30%, mientras que en la Bolsa de Buenos Aires la acción de YPF cedió más del 28%.

Sin embargo, las acciones llevaban desde marzo anotándose descensos, debido a las sucesivas retiradas de licencia que llevaban a cabo las provincias argentinas y que fueron previas a la expropiación. Como consecuencia, tras la nacionalización los títulos de YPF registraban una pérdida del 62% de su valor en la principal plaza financiera del mundo.

Además de salir de la firma argentina, en los tres primeros meses del año Soros se deshizo de un paquete de acciones de Google valorado en 168 millones de dólares, además de vender acciones de KeyCorp y Delta Air Lines.

¿ CASUALIDAD ?