Sete momentos mais marcantes de Centeno no Banco de Portugal

[paubo]

Dados EUA:

ISM Non-Manufacturing:56.8 esp:53.2
Factory Orders:1.1 esp:1.5%

[agarces]

T-Note 10y: up 4,5%

Violência...

[agarces]

Bloomberg:

People unable to work due to bad weather, on average, on January: 430K

People unable to work on January 2012: 206K
December: 127K

Good weather did help.

[Elias]

Unemployment rate hits 8.3 pct. after hiring burst

Employers added 243,000 jobs in January, pushing unemployment rate down to 8.3 percent


By Christopher s. Rugaber, AP Economics Reporter | Associated Press – 7 minutes ago

WASHINGTON (AP) -- The unemployment rate fell for the fifth straight month after a surge of January hiring, a promising shift in the nation's outlook for job growth.
The Labor Department says employers added 243,000 jobs in January, the most in nine months. The unemployment rate dropped to 8.3 percent from 8.5 percent in December. That's the lowest in nearly three years.
Employers have added an average of 201,000 jobs per month in the past three months. That's 50,000 more jobs per month than the economy averaged in each month last year.
The January jobs report was filled with other encouraging data and revisions. Hiring was widespread across many high-paying industries. Pay increased. And the economy added 200,000 more jobs in 2011 than first thought.

[Elias]

Já agora, e porque são dados importantes, aqui fica o quadro completo:

[nook]

Futures Spike After Government Jobs Report

Published: Friday, 3 Feb 2012 | 8:32 AM ET

http://www.cnbc.com/id/46250286

[Elias]

Exacto paubo.

O movimento dos futuros foi impressionante: +1% em poucos minutos.

[paubo]

Grandes dados de desemprego...futuros a disparar

Dados EUA:

Change in NonFarm Payrolls:243k esp:140k

Change In Manuf. Payrolls:50k esp:12k

Unemployment Rate:8.3% esp :8.5%

[Elias]

Markets guardedly optimistic over US jobs data

By Pan Pylas, AP Business Writer | Associated Press – 55 minutes ago

LONDON (AP) -- Optimism over upcoming U.S. jobs figures helped stocks and the euro to rally on Friday despite further evidence that the 17-nation eurozone is heading for recession.
Following a run of fairly strong U.S. economic data, investors are increasingly confident that the world's largest economy is over a soft patch from last summer, helping to offset the global economic impact wrought by Europe's ongoing debt crisis.
Figures released Friday provided further evidence that the eurozone is heading for a recession. Eurostat, the EU's statistics office, said retail sales dropped 0.4 percent during the month, in contrast to expectations for an increase of the same amount.
The December data reinforced expectations that the eurozone contracted during the fourth quarter of the year. Eurostat is due to publish its first estimate for the quarter on Feb. 15.
The highlight of the day in the markets will be the monthly U.S. nonfarm payrolls data. Expectations are that the U.S. economy generated around 150,000 jobs during January. Though that is unspectacular for an economy recovering from its worst recession since World War II, the amount of jobs being created is up from levels seen just a few months ago.

http://finance.yahoo.com/news/markets-g ... 27676.html

[habanero04]

Obrigado

[jpacarlos]

13:30h

[habanero04]

Boas,

A que horas é que saem estes dados?

[Elias]

Atenção amanhã saem os dados do desemprego nos EUA


Jobs Preview: Hit or Miss It’s Time to Buy Stocks Says Cote
By Matt Nesto | Breakout – 2 hours 43 minutes ago

It's arguably the most important economic data point of them all right now as anxious investors look for more evidence of an improving labor market. Friday morning's monthly government Jobs Report will be the first read on the jobs market for 2012. It's considered to be a high impact event for traders.
The consensus estimates believe the economy added 155,000 new payrolls in January with the unemployment rate remaining flat at 8.5%.
Regardless of whether we hit those numbers, Doug Cote, chief market strategist at ING Investment Management knows how he is going to play it.
"I think you need to get back in the market, you need to be fully diversified, we just had the best January since 1997, investors need to get back in," Cote rattles off in the attached video.
He says, whether the data meet consensus estimates, he's buying an improving trend and is prepared to ignore what is often a volatile report based on the cumulative results of other recent reports.
"Even if it doesn't come in quite like I want, a month from now it will be revised to where I expect," he says.
Like many traders and investors, Cote takes comfort in the improving trend, rather than the individual statistics, and thinks there's opportunity to be be seized upon with expectation that the headline unemployment rate will continue to drift lower and hit 8% by year-end.
While some took the Federal Reserve's recent pledge to keep interest rates extraordinarily low for the next three years as a sign of economic weakness, Cote sees it more as a window of stability and predictability. In fact, he thinks tax reform would have a far greater impact on job creation and the economy than rate policy.
"The best policy we could possibly do is to cut corporate income taxes," he exclaims. "We are the highest taxed country in the world at 35%, even our northern neighbor, Canada, is going down to 15% this year. We have to follow their lead."
That's probably not going to happen in an election year in a country that's facing record debt and deficits, but if you want to follow Cote's lead, then pray for a weak number tomorrow and be ready to buy the dip.

[nook]

Wall Street animada por queda dos pedidos de subsídio de desemprego
02 Fevereiro 2012 | 14:36
Andreia Major - amajor@negocios.pt


As bolsas norte-americanas abriram a sessão a negociar em alta, animadas pelo relatório dos pedidos de subsídio de desemprego nos Estados Unidos, que registaram uma queda na semana passada.


Os principais índices norte-americanos abriram a sessão a negociar em terreno positivo, a reflectir o optimismo dos investidores em torno dos pedidos de subsídio de desemprego nos Estados Unidos.

O número de pedidos de subsídio de desemprego caiu em 12 mil face à semana anterior, para 367 mil, pedidos durante a semana que terminou a 27 de Janeiro, segundo os dados divulgados pelo Departamento do Trabalho, citados pela Bloomberg.

Um número que compara com os 371 mil pedidos para que apontavam as estimativas dos analistas inquiridos pela agência noticiosa.

Também os dados positivos revelados por algumas empresas dos Estados Unidos estiveram a animar os mercados norte-americanos na abertura. O lucro da Mastercard ultrapassou as previsões dos analistas no quarto trimestre de 2011, impulsionado pela utilização, cada vez maior, de cartões de débito e crédito.

O índice S&P 500 valoriza 0,17% para 1.326,34 pontos, e o índice tecnológico Nasdaq ganha 0,19% para 2.853,67 pontos. O índice industrial Dow Jones aprecia-se em 0,11% para 12.730,39 pontos.

Saiu também o dado da produtividade dos trabalhadores norte-americanos, a qual aumentou, no quarto trimestre, a um ritmo mais lento do que nos anteriores três meses.

A Qualcom, maior fabricante do mundo de chips para telemóveis, avança 4,6% após ter revisto em alta os seus objectivos de vendas e lucros. A Green Mountain Coffee Roasters sobe 22%, após o seu lucro ter ultrapassado as estimativas dos analistas.

Já a Dow Chemical, maior fabricante de químicos dos Estados Unidos, desliza 2,3%, a reflectir uma perda inesperada. Também a Viacom recua 4,9% dado que o seu lucro diminuiu 65%.

“A maneira como um cliente me descreveu a situação foi que os Estados Unidos eram a melhor casa numa rua de casas más”, disse Kully Samra, gestor do Charles Schawab Corp., à Bloomberg. “O emprego é algo que irá começar a melhorar. Está a acontecer lentamente, mas está a acontecer, e isso está a ser a questão chave”, concluiu o analista.

http://www.jornaldenegocios.pt/home.php ... &id=535685

[paubo]

Dados EUA:

Bloomberg Consumer Confort:-44.8 esp:-45.0

[escada1]

Fazendo um apanhado dos dados deste ano indicados pelo paulo, podemos concluir que estes dados estão a melhorar, e muito:

Initial Jobless Claims:399 esp:375k
Continuing Claims:3628 esp:3595k

Initial Jobless Claims:352k esp:384k
Continuing Claims:3432k esp:3590k


Initial Jobless Claims:377 esp:370k
Continuing Claims:3554 esp:3500K


De hoje:
Initial Jobless Claims:367k esp:371
Continuing Claims:3437k esp:3535k

[paubo]

Dados EUA:

Initial Jobless Claims:367k esp:371
Continuing Claims:3437k esp:3535k

[paubo]

Dados EUA:

Construction Spending MoM:1.5 esp:0.5%
ISM Manufacturing:54.1 esp:54.5

[paubo]

Dados EUA:

ADP Employment Change:170k esp:182k

[paubo]

Dados EUA:

Consumer Confidence:61.1 esp:68.0

[paubo]

Com 1 hora de atraso dados do nosso Portugal...


Dados Portugal:

Retail Sales (MoM):2.3 ant:-2.5%
Retail Sales (YoY):-10.3 ant: -9.2%
Industrial Production (MoM):-1.5 ant:-2.3%
Industrial Production (YoY):-8.7 ant:-3.0%

[paubo]

Dados EUA:

Personal Income:0.5 esp0.4%
Personal Spending:0.0 esp:0.1%

[paubo]

obrigado paubo, sempre atento

Tks.

Curiosa para já a reacção dos futuros. A caírem, mas sem sentirem grande força de gravidade.

[Elias]

obrigado paubo, sempre atento

[paubo]

Dados EUA:

GDP QoQ (Ann): 2.8% esp:3.0%
Personal Consumption:2.0% esp:2.4%
GDP Price Index:0.4% esp:1.9%
Core PCE QoQ:1.1% esp:0.9