Sete momentos mais marcantes de Centeno no Banco de Portugal

[paubo]

Dados Zona Euro:


Eurozone CPI Estimate YoY 2.8% esp 2.8%

[paubo]

Dados EUA:

Initial Jobless Claims:381k esp:375k
Continuing Claims:3601k esp:3600k

[paubo]

a1"]
Bom dia Paubo,

Podes indicar em linguagem que todos entendam (mesmo os iniciados como eu), estes dados?

Abraço,

Figueira

Bom Figueira,

esses dados normalmente não constituem um factor importante para fazer oscilar os mercados.

Mede de uma forma mais ampla "o movimento" de moeda na zona Euro. Ele inclui todas as moedas em circulação de depósitos, o banco, acordos de recompra, títulos de dívida até dois anos, e o valor das quotas de mercado.

Mas o melhor é mesmo veres isto].

[Figueiraa1]

Com meia hora de atraso...


Dados ZonaEuro:

M3 3mth:2.5% esp:2.8%
M3 YoY:2.0% esp:2.5%

Bom dia Paubo,

Podes indicar em linguagem que todos entendam (mesmo os iniciados como eu), estes dados?

Abraço,

Figueira

[paubo]

Com meia hora de atraso...


Dados ZonaEuro:

M3 3mth:2.5% esp:2.8%
M3 YoY:2.0% esp:2.5%

[paubo]

Dados EUA:

Consumer Confidence:64.5 esp:58.9
Richmond Fed. Manuf. Index:3 esp:5

[paubo]

Dados EUA:

Durables Goods Orders:3.8 esp2.2%
Durables Ex Transportation:0.3 esp0.4%
Personal Income:0.1 esp0.2%
Personal Spending:0.1 esp0.3%

[paubo]

paubo creio que a designação mais correcta para este indicador da U. Michigan é "Consumer Sentiment" (isto porque há um outro chamado Consumer Confidence feito pelo Conference Board.

The University of Michigan's Consumer Survey Center questions 500 households each month on their financial conditions and attitudes about the economy. Consumer sentiment is directly related to the strength of consumer spending. Consumer confidence and consumer sentiment are two ways of talking about consumer attitudes. Among economic reports, consumer sentiment refers to the Michigan survey while consumer confidence refers to The Conference Board's survey.

Tens razão, mas coloquei conforme a minha fonte...

[paubo]

Dados EUA:

Leading Indicators:0.5 esp:0.3%
House Price Index MoM:-0.2 esp:0.2%

[Elias]

paubo creio que a designação mais correcta para este indicador da U. Michigan é "Consumer Sentiment" (isto porque há um outro chamado Consumer Confidence feito pelo Conference Board.

The University of Michigan's Consumer Survey Center questions 500 households each month on their financial conditions and attitudes about the economy. Consumer sentiment is directly related to the strength of consumer spending. Consumer confidence and consumer sentiment are two ways of talking about consumer attitudes. Among economic reports, consumer sentiment refers to the Michigan survey while consumer confidence refers to The Conference Board's survey.

[paubo]

Dados EUA:

U. Michigan Confidence:69.9 esp:68.0

[paubo]

Grande descida nos jobless claims, o indicador andou imenso tempo em torno dos 400k e nas últimas semanas começou a descer.

Já agora ficam uns apontamentos sobre este indicador retirados da Bloomberg:

Jobless claims are an easy way to gauge the strength of the job market. The fewer people filing for unemployment benefits, the more have jobs, and that tells investors a great deal about the economy. Nearly every job comes with an income that gives a household spending power. Spending greases the wheels of the economy and keeps it growing, so a stronger job market generates a healthier economy.

There's a downside to it, though. Unemployment claims, and therefore the number of job seekers, can fall to such a low level that businesses have a tough time finding new workers. They might have to pay overtime wages to current staff, use higher wages to lure people from other jobs, and in general spend more on labor costs because of a shortage of workers. This leads to wage inflation, which is bad news for the stock and bond markets. Federal Reserve officials are always on the look out for inflationary pressures.

By tracking the number of jobless claims, investors can gain a sense of how tight, or how loose, the job market is. If wage inflation threatens, it's a good bet that interest rates will rise, bond and stock prices will fall, and the only investors in a good mood will be the ones who tracked jobless claims and adjusted their portfolios to anticipate these events.

Just remember, the lower the number of unemployment claims, the stronger the job market, and vice versa.

Sim. E deve ser mesm isso que está a guentar o sp500. Com os dados pib assim fraquinhos...

[Elias]

Grande descida nos jobless claims, o indicador andou imenso tempo em torno dos 400k e nas últimas semanas começou a descer.

Já agora ficam uns apontamentos sobre este indicador retirados da Bloomberg:

Jobless claims are an easy way to gauge the strength of the job market. The fewer people filing for unemployment benefits, the more have jobs, and that tells investors a great deal about the economy. Nearly every job comes with an income that gives a household spending power. Spending greases the wheels of the economy and keeps it growing, so a stronger job market generates a healthier economy.

There's a downside to it, though. Unemployment claims, and therefore the number of job seekers, can fall to such a low level that businesses have a tough time finding new workers. They might have to pay overtime wages to current staff, use higher wages to lure people from other jobs, and in general spend more on labor costs because of a shortage of workers. This leads to wage inflation, which is bad news for the stock and bond markets. Federal Reserve officials are always on the look out for inflationary pressures.

By tracking the number of jobless claims, investors can gain a sense of how tight, or how loose, the job market is. If wage inflation threatens, it's a good bet that interest rates will rise, bond and stock prices will fall, and the only investors in a good mood will be the ones who tracked jobless claims and adjusted their portfolios to anticipate these events.

Just remember, the lower the number of unemployment claims, the stronger the job market, and vice versa.

[paubo]

Dados EUA:

GDP QoQ:1.8 esp:2.0%
Personal Consumption:1.7 esp:2.3%
Initial Jobless Claims:364 esp:380k
Continuing Claims:3546 esp:3600k

[paubo]

Dados EUA:

Existing Home Sales:4.42 esp5.05M
Existing Home Sales MoM:4.0 esp2.2%

[Elias]

Dados EUA:


Housing Starts

Starts - Level - 0,685M esp. 0,636M
Permits - Level - 0,681M esp. 0.645 M

[paubo]

Obrigado paubo, sempre atento

Vou tentando...vou tentando. Abraço

[Elias]

Obrigado paubo, sempre atento

[paubo]

Dados EUA:

CPI MoM:0.0% esp0.1%
CPI Ex-food & Energy MoM:0.2% esp:0.1%

[paubo]

Dados EUA:

Philadelphia Fed: 10.3 esp:5.0

[paubo]

Dados EUA:

PPI MoM 0.3% esp0.2%
PPI Ex food and Energy MoM 0.1% esp0.2%
PPI YoY 5.7% esp5.8%
PPI Ex food and Energy YoY 2.9% esp2.9%
Empire Manufacturing 9.53 esp3.00
Initial Jobless Claims 366k esp390k
Continuing Claims 3603k esp3637k

[paubo]

Dados Reino Unido:

Claimant Count Rate:5.0 esp:5.1%
Jobless Claims Change:3.0 esp: 3.7k
ILO Unemployment Rate (3mths):8.3 esp:8.3%

[paubo]

Dados EUA:

IBD Economic Optimism:42.8 esp:42.3
Business Inventories:0.8% esp:0.8%

[paubo]

Com 45 minutos de atraso...

Dados EUA:

Advance Retail Sales:0.2% esp:0.6%
Retail Sales less Autos:0.2% esp:0.4%

[paubo]

Dados EUA:

Univ. Michigan Confidence:67.7 esp:65.8