CALDEIRÃO DE BOLSA

13:30
Economic Data (US, 3Q P): GDP Annualized out at 2.2% vs. 1.8% expected. 1.6% prior. Core PCE QoQ out at 2.2% vs. 2.3% expected. 2.3% prior.

13:30
Economic Data (Canada): Oct Industrial Product Price Index -0.1% vs. -0.2% Oct Raw Materials Price Index -2.8% vs. -1.5% Q3 Current Account $5.1B vs. $3.4B
13:31
Economic Data (US, 3Q P): GDP Price Index out at 1.8% vs. 1.8% expected. 1.8% prior. Personal Consumption out at 2.9% vs. 2.8% expected. 3.1% prior.

13:35
Equity Strategy: just the cocktail stock markets could hope for: below-estimates PCE core and solid GDP (2.2% vs. 1.8%). S&P 500 future quickly packs on 4 points - European indices follow.

Código: Selecionar todos

Date GMT Release Period Consensus Prior

29-Nov-2006 13:30 GDP Price Index (United States of America ) 3Q P 1.8% 1.6%
29-Nov-2006 13:30 Personal Consumption (United States of America ) 3Q P 2.8% 3.1%
29-Nov-2006 13:30 GDP Annualized (United States of America ) 3Q P 1.8% 1.6%
29-Nov-2006 13:30 Industrial Product Price MoM (Canada ) Oct -0.2% -1.6%
29-Nov-2006 13:30 Raw Materials Price Index MoM (Canada ) Oct -1.5% -5.2%
29-Nov-2006 13:30 Current Account (Canada ) 3Q  $3.4B $4.2B
29-Nov-2006 13:30 Core PCE QoQ (United States of America ) 3Q P 2.3% 2.3%
29-Nov-2006 15:00 New Home Sales (United States of America ) Oct 1049K 1075K
29-Nov-2006 15:00 New Home Sales MoM (United States of America ) Oct -2.4% 5.3%
29-Nov-2006 15:00 DOE Crude Oil Inventories (United States of America ) Nov 24 -350K 5161K
29-Nov-2006 15:00 DOE Distillate Inventories (United States of America ) Nov 24 500K -1198K
29-Nov-2006 15:00 DOE Refinery Utilization (United States of America ) Nov 24 0.63% -0.22%
29-Nov-2006 15:00 DOE Gasoline Inventories (United States of America ) Nov 24 450K 1406K
29-Nov-2006 19:00 Fed's Beige Book (United States of America )

15:00
Economic Data (US, Oct): Existing Home Sales out at 6.24M vs. 6.14M expected.

15:00
US Consumer Confidence (Nov) out at 102.9 vs. 106 expected. US Richmond Fed Manufacturing Index (Nov) out at 7 vs. 5 expected.

Market now waiting for Consumer Confidence and Existing Home Sales in 20 min. Both are likely to disappoint. Stay short USD. Sell stocks on rallies and stay long fixed income...

Economic Data (US, Oct): Durable Goods Orders out at -8.3% vs. -5.0% expected. 8.3% Prior.

Durable Ex Transportation out at -1.7% vs. -0.2% expected. 0.5% Prior.

Today's Highlights:

Time (GMT) Region Release Exp.

13:30 US Durable Goods Orders (Oct) -5.0%
13:30 US Durables Ex Transportation (Oct) 0.2%

15:00 US Consumer Confidence (Nov) 106.0
15:00 US Existing Home Sales (Oct) 6.14M
15:00 US Existing Home Sales MoM (Oct) -0.6%
15:00 US Richmond Fed Manufact. Index (Nov) -

17:30 US Bernanke Speaks on Economic Outlook -

21:45 NZ Building permits MoM (Oct) -

22:00 US ABC Consumer Confidence (Nov 26) -