Dados pra hoje ...
Realmente... e é uma diferença grande.
Este índice é usado para monitorar as condições de produção...
Ora se o estado de Philadelphia já está com cortes brutais devido ao seu défice, então isto não será nada bom!
Só por curiosidade, encontrei este link com um histórico de défices e excedentes dos USA, e achei curioso o défice deles em 4 anos (de 2007 a 2011) ter aumentado 10 vezes (de 162 passou para 1650)...
http://www.davemanuel.com/history-of-de ... states.php
Este índice é usado para monitorar as condições de produção...
Ora se o estado de Philadelphia já está com cortes brutais devido ao seu défice, então isto não será nada bom!
Só por curiosidade, encontrei este link com um histórico de défices e excedentes dos USA, e achei curioso o défice deles em 4 anos (de 2007 a 2011) ter aumentado 10 vezes (de 162 passou para 1650)...
http://www.davemanuel.com/history-of-de ... states.php
- Mensagens: 6450
- Registado: 7/4/2007 17:13
- Localização: Algarve
Elias Escreveu:Mais dados EUA:
Existing Home Sales 4.67 M esp 4.92 M
Phildelphia Fed Survey -30 esp. 4,0
What Does Philadelphia Fed Survey Mean?
A business outlook survey used to construct an index that tracks manufacturing conditions in the Philadelphia Federal Reserve district. The Philadelphia Fed survey is an indicator of trends in the manufacturing sector, and is correlated with the Institute for Supply Management (ISM) manufacturing index, as well as the industrial production index.
Phildelphia Fed Survey -30 esp. 4,0
-30 pontos ?!?!? será antes -3,0 ???
- Mensagens: 6450
- Registado: 7/4/2007 17:13
- Localização: Algarve
Re: Re
Olá Cem,
Obrigado pelo teu post.
Só uma nota ou duas:
Posso ter-me explicado mal, mas eu estava a falar (pensar) de interesse comprador no curto prazo.
De acordo, mas isso também é interesse comprador (tal como a abertura de curtos também é interesse vendedor).
De qualquer forma, é possível que houvesse igualmente alguns "bargain hunters".
1 abraço,
Elias
Obrigado pelo teu post.
Só uma nota ou duas:
Cem pt Escreveu:No final da semana passada o mercado estava exageradamente sobrevendido, era inevitável um rally de alívio, para o mercado retomar um pouco de fôlego respiratório, até previsivelmente 3ª ou 4ª feira desta semana.
Não quer dizer que houvesse interesse comprador no mercado
Posso ter-me explicado mal, mas eu estava a falar (pensar) de interesse comprador no curto prazo.
Cem pt Escreveu:o sentimento de medo de médio prazo continuou sempre muito elevado, a explicação mais óbvia é a de que muitos dos curtos resolveram tomar mais-valias!
De acordo, mas isso também é interesse comprador (tal como a abertura de curtos também é interesse vendedor).
De qualquer forma, é possível que houvesse igualmente alguns "bargain hunters".
1 abraço,
Elias
- Mensagens: 35428
- Registado: 5/11/2002 12:21
- Localização: Barlavento
Re
Elias Escreveu:Não deixa de ser impressionante que apesar do péssimo valor dado pelo indicador de sentimento, o mercado tenha continuado a subir desde sexta à tarde até agora.
Conclusão: quando há interesse comprador, o caminho é para cima e o resto é conversa.
Amigo Eli:
No final da semana passada o mercado estava exageradamente sobrevendido, era inevitável um rally de alívio, para o mercado retomar um pouco de fôlego respiratório, até previsivelmente 3ª ou 4ª feira desta semana.
Não quer dizer que houvesse interesse comprador no mercado, o sentimento de medo de médio prazo continuou sempre muito elevado, a explicação mais óbvia é a de que muitos dos curtos resolveram tomar mais-valias!
Agora com o retomar da tendência normal descendente, que obriga os "esperançosos" ou "agarrados" longos a liquidar ou a reverter posições, é um ver se te avias até o mercado parar para respirar no low do downswing do actual ciclo...
Abraço e keep up the good work,
Cem
O autor não assume responsabilidades por acções tomadas por quem quer que seja nem providencia conselhos de investimento. O autor não faz promessas nem oferece garantias nem sugestões, limita-se a transmitir a sua opinião pessoal. Cada um assume os seus riscos, incluindo os que possam resultar em perdas.
Citações que me assentam bem:
Sucesso é a habilidade de ir de falhanço em falhanço sem perda de entusiasmo – Winston Churchill
Há milhões de maneiras de ganhar dinheiro nos mercados. O problema é que é muito difícil encontrá-las - Jack Schwager
No soy monedita de oro pa caerle bien a todos - Hugo Chávez
O day trader trabalha para se ajustar ao mercado. O mercado trabalha para o trend trader! - Jay Brown / Commodity Research Bureau
Citações que me assentam bem:
Sucesso é a habilidade de ir de falhanço em falhanço sem perda de entusiasmo – Winston Churchill
Há milhões de maneiras de ganhar dinheiro nos mercados. O problema é que é muito difícil encontrá-las - Jack Schwager
No soy monedita de oro pa caerle bien a todos - Hugo Chávez
O day trader trabalha para se ajustar ao mercado. O mercado trabalha para o trend trader! - Jay Brown / Commodity Research Bureau
- Mensagens: 3199
- Registado: 4/3/2008 17:21
- Localização: 16
Ontem saiu o seguinte dado:
EUA: Producer Price Indez 0,2% exp 0,0%
Hoje é um dia muito importante em termos de dados macro-económicos: às 13h30 saem o Consumer Price Index (esp. 0,2%) e o Jobless Claims (esp 400k); às 15h saem o Existing Home Sales (esp 4920 M) e o Phildelphia Fed Survey (esp. 4,0).
EUA: Producer Price Indez 0,2% exp 0,0%
Hoje é um dia muito importante em termos de dados macro-económicos: às 13h30 saem o Consumer Price Index (esp. 0,2%) e o Jobless Claims (esp 400k); às 15h saem o Existing Home Sales (esp 4920 M) e o Phildelphia Fed Survey (esp. 4,0).
- Mensagens: 35428
- Registado: 5/11/2002 12:21
- Localização: Barlavento
Não deixa de ser impressionante que apesar do péssimo valor dado pelo indicador de sentimento, o mercado tenha continuado a subir desde sexta à tarde até agora.
Conclusão: quando há interesse comprador, o caminho é para cima e o resto é conversa.
Conclusão: quando há interesse comprador, o caminho é para cima e o resto é conversa.
- Mensagens: 35428
- Registado: 5/11/2002 12:21
- Localização: Barlavento
U.S. consumer sentiment slumps, retail sales jump
By Pedro Nicolaci da Costa and Alexandra Alper
WASHINGTON/NEW YORK | Fri Aug 12, 2011 3:04pm BST
(Reuters) - U.S. consumer sentiment worsened sharply in early August, falling to the lowest index level since 1980, even though retail sales posted their biggest gains in three months in July, separate reports on Friday showed.
U.S. consumer sentiment dropped to its lowest point in more than three decades, as fears of a stalled recovery combined with despair over government policies, a survey released on Friday showed.
The Thomson Reuters/University of Michigan's preliminary August reading on the overall index on consumer sentiment fell to 54.9, the lowest since May 1980, down from 63.7 in July. It was well below the median forecast of 63.0 among economists polled by Reuters.
High unemployment, stagnant wages and the protracted debate over raising the U.S. government debt ceiling spooked consumers who were polled before the Standard and Poor's downgraded the U.S. government's credit rating last Friday.
"Never before in the history of the surveys have so many consumers spontaneously mentioned negative aspects of the government's role," survey director Richard Curtin said in a statement.
"This was more than the simple recognition that traditional monetary and fiscal policy measures were largely spent; it was the realization that the government was unable or unwilling to act," Curtin added.
Two-thirds of all consumers reported that the economy had recently worsened, and just one-in-five anticipated any gains during the year ahead.
Bad times in the economy were expected by 75 percent of all consumers in early August, just below the all-time peak of 82 percent in 1980.
U.S. RETAIL SALES JUMP IN JULY
However, in a separate report from the U.S. Commerce Department U.S. retail sales in July posted their biggest gain since March, tempering fears that the world's largest economy might be slipping back into recession.
Sales climbed 0.5 percent, in line with analyst forecasts and following an upwardly revised 0.3 percent gain in June, according to Commerce Department data released on Friday.
Consumer spending accounts for two thirds of U.S. economic activity, and the data indicates the third quarter was off to a decent start.
Excluding autos, sales increased 0.5 percent, well above forecasts for a 0.2 percent gain. The figures were bolstered by a 1.6 percent jump in gasoline station sales, in part reflecting the higher cost of fuel.
"When you look at the overall data that's been coming out, it's really a mixed bag, and this shows that the economy is not falling off its wheels," said Rudy Narvas, senior economist at Societe Generale in New York.
U.S. economic growth was anaemic in the first half of the year and unemployment remained elevated, raising worries that the recovery might again falter and triggering speculation that the Federal Reserve might need to resort to additional monetary easing.
U.S. stocks fell after the consumer sentiment report after earlier gaining in the wake of the retail sales data.
Retail sales excluding autos, gasoline and building materials rose 0.4 percent. Sporting goods stores and department stores fared the worst in an otherwise firm report, with sales dropping 1.5 percent and 0.8 percent, respectively.
One month's gain in retail spending was not sufficient to put to rest concerns that the U.S. economy lacks sufficient momentum to create new jobs, particularly with Washington set on cutting spending rather than doing more to stimulate investment and hiring.
Compounding uncertainty, financial markets have been see-sawing this week as investors alternate between seeking opportunity in battered shares prices and fretting that the market could be on the verge of a further dive.
Europe's worsening debt crisis, which has now gone well beyond the so-called periphery and is directly affecting France, has raised the cost of interbank borrowing in money markets, raising the spectre of a return to the credit crunch of late 2008.
Global stock markets recovered ground on Friday after a rollercoaster week, but sentiment was still fragile. Investors would be looking to U.S. consumer sentiment figures for August released on Friday for clues into whether the retail spending gains that occurred in July will be sustained as the year progresses.
Economists note that late July and early August were a period of extreme turbulence for the United States as the country faced a political deadlock that pushed it to the brink of default and led to a historic downgrade by Standard & Poor's of the U.S. AAA credit rating.
By Pedro Nicolaci da Costa and Alexandra Alper
WASHINGTON/NEW YORK | Fri Aug 12, 2011 3:04pm BST
(Reuters) - U.S. consumer sentiment worsened sharply in early August, falling to the lowest index level since 1980, even though retail sales posted their biggest gains in three months in July, separate reports on Friday showed.
U.S. consumer sentiment dropped to its lowest point in more than three decades, as fears of a stalled recovery combined with despair over government policies, a survey released on Friday showed.
The Thomson Reuters/University of Michigan's preliminary August reading on the overall index on consumer sentiment fell to 54.9, the lowest since May 1980, down from 63.7 in July. It was well below the median forecast of 63.0 among economists polled by Reuters.
High unemployment, stagnant wages and the protracted debate over raising the U.S. government debt ceiling spooked consumers who were polled before the Standard and Poor's downgraded the U.S. government's credit rating last Friday.
"Never before in the history of the surveys have so many consumers spontaneously mentioned negative aspects of the government's role," survey director Richard Curtin said in a statement.
"This was more than the simple recognition that traditional monetary and fiscal policy measures were largely spent; it was the realization that the government was unable or unwilling to act," Curtin added.
Two-thirds of all consumers reported that the economy had recently worsened, and just one-in-five anticipated any gains during the year ahead.
Bad times in the economy were expected by 75 percent of all consumers in early August, just below the all-time peak of 82 percent in 1980.
U.S. RETAIL SALES JUMP IN JULY
However, in a separate report from the U.S. Commerce Department U.S. retail sales in July posted their biggest gain since March, tempering fears that the world's largest economy might be slipping back into recession.
Sales climbed 0.5 percent, in line with analyst forecasts and following an upwardly revised 0.3 percent gain in June, according to Commerce Department data released on Friday.
Consumer spending accounts for two thirds of U.S. economic activity, and the data indicates the third quarter was off to a decent start.
Excluding autos, sales increased 0.5 percent, well above forecasts for a 0.2 percent gain. The figures were bolstered by a 1.6 percent jump in gasoline station sales, in part reflecting the higher cost of fuel.
"When you look at the overall data that's been coming out, it's really a mixed bag, and this shows that the economy is not falling off its wheels," said Rudy Narvas, senior economist at Societe Generale in New York.
U.S. economic growth was anaemic in the first half of the year and unemployment remained elevated, raising worries that the recovery might again falter and triggering speculation that the Federal Reserve might need to resort to additional monetary easing.
U.S. stocks fell after the consumer sentiment report after earlier gaining in the wake of the retail sales data.
Retail sales excluding autos, gasoline and building materials rose 0.4 percent. Sporting goods stores and department stores fared the worst in an otherwise firm report, with sales dropping 1.5 percent and 0.8 percent, respectively.
One month's gain in retail spending was not sufficient to put to rest concerns that the U.S. economy lacks sufficient momentum to create new jobs, particularly with Washington set on cutting spending rather than doing more to stimulate investment and hiring.
Compounding uncertainty, financial markets have been see-sawing this week as investors alternate between seeking opportunity in battered shares prices and fretting that the market could be on the verge of a further dive.
Europe's worsening debt crisis, which has now gone well beyond the so-called periphery and is directly affecting France, has raised the cost of interbank borrowing in money markets, raising the spectre of a return to the credit crunch of late 2008.
Global stock markets recovered ground on Friday after a rollercoaster week, but sentiment was still fragile. Investors would be looking to U.S. consumer sentiment figures for August released on Friday for clues into whether the retail spending gains that occurred in July will be sustained as the year progresses.
Economists note that late July and early August were a period of extreme turbulence for the United States as the country faced a political deadlock that pushed it to the brink of default and led to a historic downgrade by Standard & Poor's of the U.S. AAA credit rating.
- Mensagens: 35428
- Registado: 5/11/2002 12:21
- Localização: Barlavento
-
- Mensagens: 5593
- Registado: 29/11/2007 10:54
- Localização: Aveiro
US consumer sentiment tumbles to historic low in Aug
BEM ABAIXO DO ESPERADO
54.9 CONTRA 63 ESPERADO
(os futuros ressentem-se ...)
BEM ABAIXO DO ESPERADO
54.9 CONTRA 63 ESPERADO
(os futuros ressentem-se ...)
- Anexos
-
- Crise 2.jpg (2.4 KiB) Visualizado 6219 vezes
... if you feel like doubling up a profitable position, slam your finger in a drawer until the feeling goes away !
-
- Mensagens: 3396
- Registado: 21/10/2003 21:48
Elias Escreveu:Dados EUA: Retail Sales 0.5% esp 0.6%
Importante vai ser o indice de Confiança do Michigan (que com a crise que se vive nao estou certo que seja favoravel ... podera dar mais "volatilidade" )
Jà veremos...
- Anexos
-
- Question.jpg (1.41 KiB) Visualizado 6685 vezes
... if you feel like doubling up a profitable position, slam your finger in a drawer until the feeling goes away !
-
- Mensagens: 3396
- Registado: 21/10/2003 21:48
Re: Dados que sairam hoje
RISCAS Escreveu:11-08-2011
Anheuser-Busch InBev Resultados trimestrais
11-08-2011
EUA Pedidos de Subsídio de Desemprego, na semana terminada a 6 de Agosto
11-08-2011
EUA Balança Comercial, em Junho
11-08-2011
Grécia Taxa de Desemprego, em Maio
11-08-2011
RWE Resultados trimestrais
11-08-2011
14:45
EUA Índice Bloomberg de Confiança do Consumidor, na semana terminada a 7 de Agosto
Qual destes dados influenciam mais os indices?
Os negativos.
- Mensagens: 197
- Registado: 14/1/2008 0:05
Dados que sairam hoje
11-08-2011
Anheuser-Busch InBev Resultados trimestrais
11-08-2011
EUA Pedidos de Subsídio de Desemprego, na semana terminada a 6 de Agosto
11-08-2011
EUA Balança Comercial, em Junho
11-08-2011
Grécia Taxa de Desemprego, em Maio
11-08-2011
RWE Resultados trimestrais
11-08-2011
14:45
EUA Índice Bloomberg de Confiança do Consumidor, na semana terminada a 7 de Agosto
Qual destes dados influenciam mais os indices?
Anheuser-Busch InBev Resultados trimestrais
11-08-2011
EUA Pedidos de Subsídio de Desemprego, na semana terminada a 6 de Agosto
11-08-2011
EUA Balança Comercial, em Junho
11-08-2011
Grécia Taxa de Desemprego, em Maio
11-08-2011
RWE Resultados trimestrais
11-08-2011
14:45
EUA Índice Bloomberg de Confiança do Consumidor, na semana terminada a 7 de Agosto
Qual destes dados influenciam mais os indices?
- Mensagens: 596
- Registado: 31/5/2010 14:22
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