CALDEIRÃO DE BOLSA

rteixe01 Escreveu:Qual a leitura que se faz do aumento de inventários de gasolina?
Que se está a consumir menos e logo menos inflação, confirmam?

Por exemplo. Mas também maior sell off do preço do petroleo e menos "concern" do Bern.( a principal preocupaçao dele)
Era de esperar estes dados. Alguns sao muito previsiveis.

Qual a leitura que se faz do aumento de inventários de gasolina?
Que se está a consumir menos e logo menos inflação, confirmam?

Obrigado Luxor! Saiu acima do esperado.

É agora às 15.00

Keyser Soze Escreveu:Date GMT Release Period Consensus Prior

07-Set-2006 10:00 Industrial Production sa. MoM (germany) Jul 0.5% -0.4%
07-Set-2006 11:00 BoE Announces Rates (UK) Sep 7 4.75% 4.75%
07-Set-2006 12:30 Initial Jobless Claims (US) Sep 2 315K 316K
07-Set-2006 12:30 Continuing Claims (US) Aug 26 2483K 2486K
07-Set-2006 14:00 Wholesale Inventories (US) Jul 0.6% 0.8%
07-Set-2006 14:30 DOE Crude (US) Sep 1 -1350K 2481K
07-Set-2006 14:30 DOE Gasoline (US) Sep 1 -850K 367K
07-Set-2006 14:30 DOE Distillate (US) Sep 1 1250K 1364K
07-Set-2006 14:30 DOE Refinery (US) Sep 1 0.10% 0.18%
07-Set-2006 14:30 EIA Natural Gas Storage (US) Sep 1 70 48
07-Set-2006 18:40 Fed's Yellen Speaks in Idaho (US)

nos dados do desemprego US (minha interpretação):
acima das estimativas, menos pressão sobre a inflação, bom para as acções
abaixo das estimativas, maior pressão sobre os preços

Peço desculpa por perguntar de novo, mas esta hora GMT significa que as 14h e 14h30 são respectivamente as nossas 15h e 15h30m certo?

Obrigado

UK BoE holds rates at 4.75% as expected.

dados referem-se a Julho.... hummmm... e o zum-zum é que durante o verão a coisa andou forte, pelo que neste momento a questão está mais em "sobe sobe balão sobe".... taxas vão continuar a upar com a "ajuda" de dados como este e de inflação que teima em não se aproximar dos 2%

ainda hoje no Boletim Mensal o BCE deixa claro que já lá vai o tempo em que nada faziam



German Industrial Production Increased in July on Construction
By Brian Swint and John Fraher

Sept. 7 (Bloomberg) -- Industrial production in Germany, Europe's largest economy, rose in July, led by spending on household appliances and construction.

Production expanded 1.2 percent from June, when it declined 0.4 percent, the Economy and Technology Ministry in Berlin said in a faxed statement today. Economists expected an increase of 0.5 percent, the median of 45 forecasts in a Bloomberg News survey showed. From a year ago, orders jumped 4.7 percent.

Germany's economy is on course to grow at the fastest pace since 2000 this year as spending by companies on equipment and buildings increases, giving the European Central Bank scope to raise interest rates across the dozen euro nations. The VDMA machine makers' association said today that sales will climb for a fourth year in 2007, the best performance in 25 years.

``Things surely look good for production at the moment,'' said Juergen Michels, an economist at Citigroup Inc. in London. ``Domestic demand really picked up in the past few months. Further robust numbers will move the ECB closer to 3.5 percent on rates.''

The European Commission yesterday said Germany's economy will expand 2.2 percent in 2006, the fastest pace in six years. German factory orders rose a greater-than-expected 1.8 percent in July, the ministry reported yesterday. The ECB has taken its key rate to 3 percent from a six-decade low of 2 percent since the start of December.

Houses, Fridges

Construction output rose 3.4 percent in July from a month earlier and production of goods such as refrigerators and washing machines climbed 3.2 percent, the German government said today. Output of plants and machinery advanced 1.8 percent.

Still, rising rates and the euro's appreciation may hamper manufacturers in the months ahead. German executives' expectations of economic conditions six months from now fell to the lowest since December, the Munich-based Ifo Institute said Aug. 24.

ECB council members including President Jean-Claude Trichet have pledged to show ``strong vigilance'' on inflation, suggested they will raise borrowing costs again in October.

Investors have raised bets that rate increases will continue into next year. Weber said yesterday that no decision has been made to stop raising rates in December.

The yield on the three-month Euribor contract maturing in September 2007 was at 3.80 percent today, up from 3.66 percent at the beginning of August. The contract settles to the three-month inter-bank offered rate for the euro, which has averaged about 16 basis points more than the ECB's key rate since the currency's start in 1999.

The euro, the currency of 12 European countries, gained 8 percent against the dollar this year, making exports more expensive. Rising oil prices are also hurting profits after the cost of crude rose to $78.40 on July 14. .

``We see somewhat weaker global growth and a strong euro, meaning that support from abroad is declining,'' said Citibank's Michels. ``The economy will cool off.''

Pfeiffer Vacuum Profits

For now, German companies are taking advantage of increased demand for their goods. Pfeiffer Vacuum Technology AG, whose pumps are used to make instant coffee and railroad switches, said yesterday it may beat the company's 2006 sales prediction as revenue generated abroad continues to increase.

``If things develop as we see them, it's certainly possible that we'll have a two-digit percentage growth,'' Chief Executive Officer Wolfgang Dondorf said in an interview Sept. 5.

Keyser,

Se os dados dos jobs sairem como o esperado que colocaste, houve diminuição e como tal coloca mais pressão sobre a inflação.
Claro que depois há todos os outros indicadores.

German Industrial Production (Jul) yoy 4.7 vs. 4.0%, mom 1.2 vs. 0.5%

bons dados

é capaz de ir fechar o gap..tem 2 horas e meia até sairem os dados dos States

Keyser Soze Escreveu: DAX

There's initial support at the trend from July 5775 then major at 5740. Breaking the latter gives scope for more downside to 5550. Resistance at 5825.

200dMA
5670.92

50dMA
5682.54

Os 5775 pontos parecem-me dificeis de quebrar hoje, sinceramente.

DAX

Thursday: a key day reversing with stochastics turning sharply lower. There's initial support at the trend from July 5775 then major at 5740. Breaking the latter gives scope for more downside to 5550. Resistance at 5825.

200dMA
5670.92

50dMA
5682.54

Obrigado pela informação Kayser.

Muitos dados hoje, vai ser complicado e o mercado vai ficar baralhado e subir e descer à medida que os mesmos vão saindo.

Date GMT Release Period Consensus Prior

07-Set-2006 10:00 Industrial Production sa. MoM (germany) Jul 0.5% -0.4%
07-Set-2006 11:00 BoE Announces Rates (UK) Sep 7 4.75% 4.75%
07-Set-2006 12:30 Initial Jobless Claims (US) Sep 2 315K 316K
07-Set-2006 12:30 Continuing Claims (US) Aug 26 2483K 2486K
07-Set-2006 14:00 Wholesale Inventories (US) Jul 0.6% 0.8%
07-Set-2006 14:30 DOE Crude (US) Sep 1 -1350K 2481K
07-Set-2006 14:30 DOE Gasoline (US) Sep 1 -850K 367K
07-Set-2006 14:30 DOE Distillate (US) Sep 1 1250K 1364K
07-Set-2006 14:30 DOE Refinery (US) Sep 1 0.10% 0.18%
07-Set-2006 14:30 EIA Natural Gas Storage (US) Sep 1 70 48
07-Set-2006 18:40 Fed's Yellen Speaks in Idaho (US)

nos dados do desemprego US (minha interpretação):
acima das estimativas, menos pressão sobre a inflação, bom para as acções
abaixo das estimativas, maior pressão sobre os preços