Ao minuto: EUA entram na ofensiva contra o Irão e atacam instalações nucleares

[Elias]

O michigão saiu a 66, dentro do intervalo esperado.

[Elias]

às 14h55 sairá o consumer sentiment (vulgo Michigão).

[paubo]

Dados UK :
GDP QoQ : -0.8% (esp. -0.3%),
GDP YoY : -5.6% (esp. -5.2%)

[paubo]

Dados ZonaEuro :
PMI Manufacturing : 46.0 (esp. 43.5),
PMI Services : 45.6 (esp. 45.2),
PMI Composite : 46.8 (esp. 45.3)
Dados Alemanha :
IFO- Current Assessment : 84.3 (esp.82.9),
IFO - Expectations : 90.4 (esp. 90.1)
IFO Business Climate : 87.3 (esp. 86.5)

[paubo]

*EIA SAYS U.S. NATURAL-GAS STOCKPILES ROSE 66 BCF LAST WEEK
*BANK OF CANADA SAYS COUNTRY'S RECESSION IS ENDING THIS QUARTER
quem fala assim...é um luxo!

[paubo]

Dados EUA:
Existing Home Sales:4.89 (esp: 4.84M);
Existing Home Sales MoM: 3.6 (esp: 1.5%)

[paubo]

Dados EUA:
Initial Jobless Claims:554 (esp: 557k);
Continuing Claims: 6225 (esp: 6390k).
peço desculpa pelo atraso da noticia

[Jesse James]

Hugo Paula
hugopaula@negocios.pt


Os futuros norte americanos negoceiam em alta, antecipando assim uma abertura em alta das bolsas norte-americanas com a eBay a divulgar uma estimativas de resultados e vendas acima do esperado pelo mercado e com especulação relativa a um aumento das revendas de casas nos Estados Unidos, que serão apresentadas hoje.

Os futuros do S&P 500 com maturidade em Setembro sobem 0,58% para 954,80 pontos. Os futuros do Dow Jones Industrial Average avançam 0,3% para 8.860 pontos e os do Nasdaq sobem também 0,43% para 1.563,25 pontos.

As acções do S&P 500 desceram ontem, reagindo assim a máximos de oito meses, com os produtores de energia a descerem pressionados pela descida dos preços do petróleo. Já o sector da banca a deslizou depois de se conhecer um aumento de crédito malparado no Wells Fargo. Ainda assim o índice de referência para os Estados Unidos acumula uma subida de 8,5% desde 10 de Julho, impulsionado pela apresentação de resultados das empresas.

O eBay sobe 5,6% para 20,54 dólares ao negociar em Nova Iorque antes da abertura do mercado, ao apresentar uma estimativa de vendas entre os 2,05 mil milhões de dólares (cerca de 1,44 mil milhões de euros) e os 2,15 mil milhões de dólares, acima dos 2 mil milhões de dólares esperados pelo mercado.

O Citigroup, que está a braços com uma perda de 2,4 mil milhões de incumprimentos no último trimestre, subiu 1,1% para 2,83 dólares.

Às 13h30 os números das novas candidaturas ao subsídio de desemprego serão apresentados. Economistas estimam que a subida seja de 33.000 para 550 mil novos pedidos. O número de pedidos terá descido em 95 mil durante as últimas duas semanas, reflectindo mudanças na sazonalidade que se costuma verificar nesta altura do ano, devido ao reequipamento de fábricas automóveis, preparando a produção de novos modelos.

Às 15 horas será apresentado o número de casas revendidas nos Estados Unidos em Junho. Estima-se que as revendas de habitações terão subido pelo terceiro mês consecutivo, ajudadas por incentivos fiscais e menores custos de crédito.

[president]

McDonald's 2Q profit falls 8 pct on strong dollar
OAK BROOK, Ill. (AP) -- McDonald's says its second-quarter profit dipped 8 percent because of the stronger dollar and a gain that boosted results a year ago.

The Oak Brook, Ill.-based fast-food chain said Thursday profit fell to $1.09 billion, or 98 cents per share, from $1.19 billion, or $1.04 per share in last year's quarter.

Analysts expected profit of 97 cents per share.

Revenue fell 7 percent to $5.65 billion because of the effect of translating foreign currency into dollars.

Same-store sales rose 4.8 percent globally and 3.5 percent in the U.S. The nation's No. 1 hamburger chain has benefited during the recession from consumers' desire for cheaper food.

fonte: http://customwire.ap.org/dynamic/stories/U/US_EARNS_MCDONALDS?SITE=NDBIS&SECTION=HOME&TEMPLATE=DEFAULT&CTIME=2009-07-23-08-13-53

e

Dados EUA: Initial Jobless Claims:554 (esp: 557k); Continuing Claims: 6225 (esp: 6390k).

[- GOE -]

MCDONALD'S 2Q EPS 98C, EX-REDBOX GAIN 97C; EST. 97C
aqui esta GOE

Obrigado paubo

Está assim no Pre-market: 57.40 -1.42 (-2.41%)

[Jesse James]

Nuno Carregueiro
nc@negocios.pt


A Ford anunciou hoje que obteve prejuízos de 638 milhões no segundo trimestre, menos de metade do previsto pelos analistas, com a construtora automóvel norte-americana a cortar custos e a ganhar quota de mercado.

Excluindo itens extraordinários, a fabricante automóvel registou um prejuízo de 21 cêntimos por acção, abaixo dos 50 cêntimos estimados pelos analistas contactados pela Bloomberg.

No período homólogo do ano passado a Ford obteve um prejuízo ajustado de 8,7 mil milhões de euros, equivalente a 63 cêntimos.

Devido a ganhos contabilísticos relacionados com a redução da dívida, a Ford obteve um lucro de 2,26 mil milhões de dólares. A mais-valia contabilística foi de 3,4 mil milhões de dólares, depois da empresa ter reduzido a dívida em 7,7 mil milhões de dólares.


A Ford foi a unida das grandes construtoras automóveis norte-americanas que recusou ajuda governamental. Implementou um programa de corte de custos e conseguiu ganhar quota de mercado.

As receitas da Ford desceram 33% para 27,2 mil milhões de dólares, abaixo da queda de 40% da General Motors e de 46% da Chrysler.

[paubo]

MCDONALD'S 2Q EPS 98C, EX-REDBOX GAIN 97C; EST. 97C
aqui esta GOE

[president]

*AT&T 2Q EPS 54C, EX ADDED BENEFIT COST 59C; EST. 51C
*UPS 2Q EPS EX-ITEMS 49C; EST. 49C
*NORTHROP 2Q EPS EX-CHARGE $1.42; EST. $1.29

[paubo]

PHILIP MORRIS 2Q EPS 79C esp 0.773
*XEROX 2Q EPS 16C esp 0.111
*WYETH 2Q EPS 94C esp 0.846
*FORD 2Q LOSS EX-ITEMS 21C; EST. LOSS 50C

[- GOE -]

A Mcdonalds, outro gigante, também deve ter bons resultados, tendo em conta que o clima económico adverso favorece as refeições baratas de fast-food.

[The Mechanic]

Desta, eu já estava à espera ...

Ford Motor Co. says it posted a surprise second-quarter profit of $2.3 billion due mainly to a huge gain for debt reduction.

The profit is a vast improvement from the record $8.7 billion loss that Ford reported in the same quarter last year.
The Dearborn, Mich.-based automaker says it earned 69 cents per share, compared with a $3.88 per share loss for the same quarter in 2008. That was the worst quarter in company history.

But the latest profit comes because of a $3.4 billion gain due to debt reduction. In March Ford swapped stock and cash to reduce its loan and bond debt by $7.7 billion.

Without special items, Ford would have lost $424 million, or 21 cents per share. Analysts surveyed by Thomson Reuters expected a per share loss of 50 cents.

A Ford vái certamente emergir como o gigante automovel dos EUA . Tem carros economicos ( comparados com os outros "americanos" ) e vái aproveitar a queda da GM , como nenhum outro.


Um abraço ,

The Mechanic

[The Mechanic]

AT&T (T Quote), Microsoft (MSFT Quote) and American Express (AXP Quote) will become the latest components of the Dow Jones Industrial Average to report quarterly earnings when both release results Thursday.


Analysts expect AT&T to notch a profit of 51 cents a share on revenue of $30.69 billion, according to Thomson Reuters.
Analysts expect AT&T to say it signed on 1.2 million net new subscribers in the second quarter thanks to robust sales of Apple's (AAPL Quote) new iteration of its popular iPhone. If correct, that figure would shrink year-ago levels when AT&T added 1.3 million net new subscribers.
Two other Dow components, McDonald's (MCD Quote) and 3M (MMM Quote), will also report ahead of Thursday's open.

Microsoft and AmEx, on the other hand, will report quarterly results later in the day. Wall Street is anticipating Microsoft to report a profit of 36 cents a share on revenue of $14.38 billion, according to a poll of analysts by Thomson Reuters. AmEx is expected to earn 26 cents a share on revenue of $6.29 billion.

But Thursday's session won't only be about Dow components reporting earnings.
Ford (F Quote), UPS (UPS Quote) Phillip Morris (PM Quote), Fifth Third Bancorp (FITB Quote), JetBlue Airways (JBLU Quote), and EMC (EMC Quote), among many others, will report before the trading day starts.

Amazon.com (AMZN Quote), Netflix (NFLX Quote), Broadcom (BRCM Quote), and Juniper Networks (JNPR Quote) will join Microsoft in releasing results after Thursday's close.

in CNN Money

Um abraço ,

The Mechanic

[- GOE -]

A que horas saem os resultados da Mcdonalds

[paubo]

Dados UK :
Retail Sales MoM : 1.2% (esp. 0.3%),
Retail Sales YoY : 2.9% (esp. 2.1%)

[The Mechanic]

EBay Inc., owner of the most visited U.S. e-commerce Web site, reported second-quarter profit and sales that beat analysts’ estimates, a sign that Chief Executive Officer John Donahoe’s turnaround efforts are working.

Net income fell to $327.3 million, or 25 cents a share, from $460.3 million, or 35 cents, a year earlier, the San Jose, California-based company said today in a statement. Excluding costs such as stock compensation, earnings were 37 cents a share, compared with the 36-cent estimate by analysts in a Bloomberg survey.

Este é dos bons.
O outlook para o próximo trimestre, tambem ajuda .

No entanto, amanhã, saem dados sobre o Emprego e o Sector da Banca ainda deve andar meio de lado por causa de hoje, assim como as " Gasolineiras" se o Petroleo continuar a descer...


Um abraço ,

The Mechanic

[The Mechanic]

Ora aqui está um artigo interessante. Pode ser meio longo, mas está muito interessante. Vale a pena ganhar 4 minutos e ler.

Someone, Somewhere, Somehow, Is Spending Money


Apple’s beat Wall St. consensus figures by posting earnings per share of $1.35 compared to Wall St. expectations of $1.17. The company also produced revenue of $8.33 billion, up 12% from last year. The recession must be over.

Apple’s figures are a conundrum. The firm sold 5.2 million iPhones in the quarter ending in June. A lot of people are using unemployment benefits to buy the handsets, or people who are supposed to be saving money and not spending it, according to the government, are running up the balances on their credit cards as if the economic downturn never happened.

Caterpillar (CAT), which sells products at the far end of the spectrum from Apple’s, had a better quarter than expected and raised guidance for the sales of its big machines. Revenue was down 41% to $8 billion. Wall St. looked at that as a recovery, oddly enough. The firm’s stock was up 10% during the course of the trading day after the release of its results. The global economy is still supposed to be in tatters so it is hard to imagine which companies in which countries are buying big machines.

The optimism from other sectors of the economy was nearly as great as it was in handsets and heavy machinery. Phama giant Merck (MRK) said it was doing better than most analysts expected. Starbucks (SBUX) did particularly well and its stock rose by nearly 10%.

Four sectors of the economy and businesses worlds with four sets of results which were better than could have been hoped.

A great number of analysts’ views of the current state of consumer spending and capital investment must be wrong. People without access to money and facing rising prospects of job losses are buying expensive coffee and consumer electronics. Machines and engines that sell for tens and sometimes hundreds of thousands of dollars still have a market.

Ben Bernanke, the Fed chair, was testifying before Congress while a lot of the earnings activity was going on outside Washington. He gave the impression that he was guardedly encouraged about the recovery of economic growth. He made it clear that the Fed would keep interest rates low. He must know something that Apple and Starbucks customers do not. Many parts of the economy are still on respirators and he means to make certain that they survive.

Bernanke’s comments only make the puzzle more complex. Earnings for many large companies, companies which are reasonable canaries in the coal mine of broad business prospects are doing better than expected. There are very few reasons that could be true.

Businesses and consumers have a renewed appetite for risk. It is not the kind of risk that banks took playing roulette with derivatives. It is old-fashioned risk that requires a modest view of the near-term future, a future in which people can count on employment and businesses can count on rising sales. Apple and Starbucks are not bad proxies for much of this. Five million iPhones and many millions of cups of coffee represent the activity of a small army of consumers

The overall economy may be breaking into two pieces. One is the 85% of people who are still working and the large majority of businesses, large and small, which are still making money, although probably less than they were two years ago. These consumers and companies believe that their prospects are reasonable enough so that they are willing to go part way back into the water of spending. It may only be a tentative step, but a few months ago, there was no stepping at all.

The smaller and more desperate portion of the economy has not changed much since early in the year, and some portions of it may have gotten worse. Banks, both national, and regional, had reasonable quarters in the period ending in June primarily because of one-time gains. They still face ugly write-offs on commercial real estate and consumer credit. Many of these firms may still be undercapitalized. It is not out of the question that the weakest ones including Citigroup (C) may still have to raise more money. The still-bleak part of the financial world also includes the 15% and rising number of people who are unemployed or under-employed who face an end to their jobless benefits and despair over finding new work.

Part of the riddle of why businesses like Starbucks and Caterpillar are doing well is not a riddle at all. Starbucks fired 12,000 people last year and said it is planning more expense reductions. Caterpillar’s payroll was down 15,000 people in the second quarter from where it was in the same period a year ago, when the effects of its Japanese business are excluded.

Many companies are posting better earnings because they have fewer people to pay. Consumers who have not been fired are beginning to feel that they are less likely to be fired. Unemployment as the government describes it went from 6% to nearly 10% quickly. It may rise another 1%, but the great series of record lay-offs is almost certainly over. Those who survived it are much more likely to be working next year.

It is an odd recovery, and still ugly, but enough of a recovery so that spending is no longer so frightening. The world may be going badly, but it is no longer coming to an end.
Douglas A. McIntyre

Um abraço ,

The Mechanic

[paubo]

Dados Petroleo:
Crude : -1796k (esp. -2100k),
Gasolina : 813k (esp. 650k),
Destilada : 1218k (esp. 1500k),
Utilização refinação : -2.03% (esp. -0.50%)

[paubo]

Dados EUA:
House Price Index MoM: 0.9 (Esp: -0.2%).
Aqui esta um dado muito bom...de fazer subir a moral!

[paubo]

BOEING 2Q EPS $1.41; EST. $1.21
MORGAN STANLEY 2Q LOSS $1.37-SHR; MAY NOT COMPARE WITH ESTS
WELLS FARGO 2Q NET 57C-SHR; MAY NOT COMPARE WITH ESTIMATES

[paubo]

Dados EUA :
MBA Mortgage Aplications : 2.8% (anteior 4.3%)
ALTRIA 2Q EPS EX-ITEMS 50C, EST. 47C
LILLY 2Q EPS EX-ITEMS $1.12; EST. $1.02
*GLAXO 2Q EPS EX-ITEMS 31 PENCE; EST. 30 PENCE
*PFIZER 2Q EPS EX-ITEMS 48C, EST. 47 FULL-YEAR FORECAST RAISED