13:30 - Dados States

Espaço dedicado a todo o tipo de troca de impressões sobre os mercados financeiros e ao que possa condicionar o desempenho dos mesmos.

cuidado

por Fibonacci » 27/9/2006 15:11

Cuidado que a evolução do mês passado foi revisto em baixa de -4,3% para -7.5%...

Vejamos.
Subiu de 1009k para 1050k.
No entanto, se considerarmos o valor de 1072k que tinha sido anunciado o mês passado, desceu 2%.

Não ficou assim tão longo do consensus... e o do mês passado desiludiu muito...

Acho que é de manter a preocupação...
«Fibonacci understood one the most important secrets of the universe. And Yes: the stock market has the very same mathematical base as do all the natural phenomena.»
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por Keyser Soze » 27/9/2006 15:09

nao sei...pode dar-se um sell de news ...ele foi aos 6000 desceu logo

o eurostxx 50 está na resistência

os americanos podem tomar mais valias depois das subidas e fazer reteste

os dados do imobiliário continuam maus

os dados dos bens duradouros foram mt maus ... não se estava à espera
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por vieira » 27/9/2006 15:03

Os de 2ª feira também tinham sido acima das expectativas, portanto seria normal que hoje também fossem. É o motivo que faltava para o DAX rebentar com os 6.000 pontos daqui a minutos.
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por Keyser Soze » 27/9/2006 14:58

saiu o oposto

bons dados

US New Homes Sales (Aug) 1050 vs. 1040K exp, mom 4.1 vs. -3.0% exp
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RE

por Infoo » 27/9/2006 14:26

isso mesmo.... transportation e "cars and parts" foi mesmo a excepção ao trambolhão

entreatnto new home sales pelas 15h.. previsto 1.04M (briefing.com)
em relação a isto também pesa o warning ontem da Lennar, um peso pesado no sector da construção, que avisou tb q o fundo ainda está pr vir.... (resta saber como se vai lá chegar)
 
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por Keyser Soze » 27/9/2006 14:16

as vendas de casa novas vem já a seguir (3 horas) ...tb não devem ser famosas


Durables Less Transportation out at -2.0% vs. 0.5% exp

este é que foi uma surpresa dos diabos
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cont

por Infoo » 27/9/2006 14:13

bem a europa assustou-se um pedaço com aquele diferencial de 1% das durables goods caiu 0.5% VS prevista subida de 0.5%

entretanto futuros states andam no vermelho, mas nada de assustador por enquanto
 
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13:30 - Dados States

por Infoo » 27/9/2006 13:46

8:30 AM ET 9/27/06 U.S. AUG. ELECTRONICS ORDERS FALL 4.7%
8:30 AM ET 9/27/06 U.S. AUG. DURABLE-GOODS INVENTORIES UP 0.2%
8:30 AM ET 9/27/06 U.S. AUG. DURABLE-GOODS UNFILLED ORDERS INCREASE 0.4%
8:30 AM ET 9/27/06 U.S. AUG. CORE CAPITAL EQUIPMENT SHIPMENTS UP 0.3%
8:30 AM ET 9/27/06 U.S. AUG. DURABLE-GOODS SHIPMENTS RISE 1.9%
8:30 AM ET 9/27/06 U.S. AUG. CORE CAPITAL EQUIPMENT ORDERS FALL 0.3%
8:30 AM ET 9/27/06 U.S. AUG. DURABLE-GOODS ORDERS EX-TRANSPORTATION DOWN 2.0%
8:30 AM ET 9/27/06 U.S. AUG. DURABLE-GOODS ORDERS FALL 0.5% VS. +0.5% EXPECTED

ECONOMIC REPORT: Durable-goods orders unexpectedly fall 0.5%; Weak demand seen almost everywhere except autos
By Rex Nutting, MarketWatch
Last Update: 8:30 AM ET Sep 27, 2006

WASHINGTON (MarketWatch) - Despite increased demand for autos, orders for U.S.-made durable goods fell 0.5% in August as orders for aircraft, electronics, machinery, metals and electrical goods crumbled, the Commerce Department reported Thursday.

It was the first back-to-back decline in orders since early 2003. July's decline was revised lower to 2.7%.

Ominously, the report showed weak demand in almost every sector except autos, which is undergoing a traumatic restructuring and is not likely to contribute much to growth in the near-term.

Orders for core capital goods equipment - business investment goods - fell 0.3% in August. Shipments of core capital goods rose 0.3% after a 1.6% gain in July, an indication that business investment could be weaker than expected in the third quarter after a surprising drop in the second quarter.

Continued strength in capital spending is considered to be essential to the expected soft landing in the U.S. economy.

Economists were expecting a small gain of around 0.5% in orders, according to a survey conducted by MarketWatch.

Orders, while very volatile month-to-month, are considered a good leading indicator for manufacturing activity. The weak durable goods report supports the surprising weakness in last week's Philadelphia Fed sentiment index. Other gauges of factory strength, however, have held up fairly well as the economy slows from a break-neck pace.

Orders for durable goods are up 8.5% year-to-date. The figures are not adjusted for price changes.

Shipments of durable goods rose 1.9% in August, while unfilled orders - an indicator of future production - rose 0.4%. Inventories increased 0.2%.

Orders for transportation goods increased a healthy 3.7% as orders for motor vehicles rose 4.4%, rebounding from July's 6.9% plunge. Civilian aircraft orders fell 21.9%. Excluding transportation goods, new orders fell 2.0%, the biggest decline in a year.

Orders in other sectors were soft. Orders for electronics (excluding semiconductors) fell 4.7%. Orders for electrical equipment fell 9.7%, the biggest drop in more than four years.

Orders for machinery and primary metals each dropped 2.1%, while orders for fabricated metals increased 2.6%.
 
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