CALDEIRÃO DE BOLSA

a conclusão a que chego é que a lógica da bolsa é a mesma de uma batata atirada ao ar, depende apenas do poder da gravidade

e onde foi que eu disse: ""se os dados são bons isto sobe, se os dados são maus isto desce"??

O post foi uma transcrição literal sem qq comentário da minha parte... e aí cada um tire as conclusões que quiser.
Quanto a comentários do "mood" actual basta ler outros posts por aí... o mais recente os referentes à saida dos dados europeus pela manhã.. aí dei uma palavrinha.


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acho que o mercado não liga nenhuma aos dados

e acho que a lógica não é "se os dados são bons isto sobe, se os dados são maus isto desce", mas sim "se a tendência é up, então os dados são bons; foram abaixo do esperado? não faz mal, foram bons à mesma". Por outras palavras: "não vale a pena tentarmos perceber a ligação entre os dados e a reacção do mercado"

Elias

May ISM index tops forecast at 49.4, shows contraction

The U.S. factory sector contracted in May, according to the latest from the Institute for Supply Management.
The group said Monday its May index stood at 49.4. That does top expectations for 48.5.
The index has been below 50 for three straight months.


ECONOMIC REPORT: Construction spending off 0.3%
Business spending on structures contracts again

By Rex Nutting, CBS.MarketWatch.com
Last Update: 10:06 AM ET June 2, 2003

WASHINGTON (CBS.MW) - Construction of offices, factories and housing sagged in April, leading to the third straight decline in construction spending, the Commerce Department estimated Monday.

Outlays on construction projects fell 0.3 percent in April to a seasonally adjusted annualized rate of $862.6 billion, the lowest level since December.

Spending on private projects fell 0.4 percent to $661.4 billion, behind a 2.6 percent drop in non-residential construction to $156.1 billion. Spending on private residences dropped 0.3 percent to $449.9 billion, the largest decline in nine months.

Spending in the public sector rose 0.2 percent to $201.2 billion in April, led by highways, conservation and public housing.

Total spending is up 0.5 percent in the past 12 months. Private spending is up 0.7 percent year-over-year, due to 9.2 percent rise in spending on residences. Spending on non-residential projects is down 13.1 percent in the past 12 months.

The drop in business investment in structures in 2002 was the largest since the Depression.

Spending in the public sector is up 0.5 percent in the past 12 months, behind large increases in housing and military facilities.

Economists were expecting a 0.2 percent gain in spending in April following a 1 percent drop in March, according to a survey conducted by MarketWatch.com.

Constrution Spending -0.3% esperado +0.1%

ISM 49,4 esperado 48,7


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