CALDEIRÃO DE BOLSA

estão a desde o verão a puxar bem (a yield chegou a estar nos +- 4,8 , já está nos 3,98 e a sugerir uma eventual vinda aos 3,7.. (menor inclinação na curva de rendimentos é suspeita).

As obrig. do tesouro Japonesas também estão a fazer o mesmo.

E o mercado de uma forma geral não parece nada preocupado com o petróleo, e antecipa um abrandamento
das economias.

Abraço

10:00am 10/21/04 U.S. SEPT. LEADING ECONOMIC INDICATORS DOWN 0.1 PCT
10:00am 10/21/04 5 OUT OF 10 U.S. LEADING INDICATORS FALL IN SEPT.
10:00am 10/21/04 U.S. LEADING ECONOMIC INDICATORS DOWN 4 STRAIGHT MONTHS
10:00am 10/21/04 US LEADING INDICATORS SIGNAL '05 SLOWDOWN - CONF BOARD


U.S. Sept. leading economic indicators down 0.1

WASHINGTON (CBS.MW) -- The U.S. index of leading economic indicators fell 0.1 percent in September, the Conference Board said Thursday.
This is the fourth straight monthly decline, the longest string since mid-2002.
The fall was slightly smaller than the consensus forecast of Wall Street economists, who had expected a 0.2 percent fall.
The coincident index rose 0.2 percent, while the lagging index was unchanged.
A fourth consecutive decline in the index "is a clear signal that the economy is losing momentum heading into 2005," said Ken Goldstein, an economist at the Conference Board.