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samedi, mai 09, 2009
LA BOURSE DE NEW YORK A FINI LA SEMAINE EN NETTE HAUSSE!
US WHOLESALE INVENTORIES AND SALES FALL!
EUROPE: LA BCE SOUHAITE STIMULER LE CRÉDIT EN ALLONGEANT LA DURÉE DES PRÊTS ACCORDÉS AUS BANQUES!
POLÉMIQUE SUR LES TESTS DE SOLIDITÉ DES BANQUES AMÉRICAINES!
US CONGRESS CONSIDERS O'CONNOR, VOLCKER, LEVITT FOR CRISIS PROBE!
MALAYSIA FACES 1st CONTRACTION IN A DECADE!
AUSTRALIA ECONOMY TO SHRINK 1.25%!
BUFFETT'S BERSHIRE POSTED WORST LOSS IN AT LEAST 2 DECADES!...WHAT?
OBAMA SAID TO FAVOR FED AS SYSTEMIC RISK AGENCY!
vendredi, mai 08, 2009
LA CHINE EST DEVENUE LE PREMIER PARTENAIRE COMMERCIAL DU BRÉSIL!
MÉXICO: ¿CÓMO VA HOY?....Viernes, mayo 08, 2009!
| Titulares
| Reuters: "MERCADOS MEXICANOS-�Qu�dicen los analistas? 8 de mayo"
US UNEMPLOYMENT RATE UP TO 8.9%, HIGHEST SINCE 1983!
¡BRASIL CONFIRMA GRIPE PORCINA!
ARGENTINA CONFIRMA GRIPE PORCINA!
CAN U.S. AVOID THE JAPAN TRAP?
BRAZIL, ARGENTINA CONFIRM FLU ILLNESS!
L'ESPAGNE NOYÉE SOUS UN FLOT DE 8 000 NOUVEAUX DEMANDEURS D'EMPLOI PAR JOUR!
DEUTSCHE BANK WAS TOP CURRENCY TRADER IN 2008: EUROMONEY
ROYAL BANK OF SCOTLAND POSTS LOSS ON $7.4 BILLION BAD LOANS, WRITEDOWNS!
jeudi, mai 07, 2009
TRICHET DRAGS ECB INTO NEW ERA OVER WEBER'S BOND OBJECTIONS!
EURO: ECB CUTS RATE TO RECORD 1.0%!
UK KEEPS RATE AT 0.5%: INCREASES BOND PURCHASE PLAN!
US FED STRESS TESTS SHOW 10 BANKS NEED CAPITAL OF $74.6 BILLION!
LES "TESTS DE RÉSISTANCE" IMPOSÉS AUX BANQUES AMÉRICAINES LIVRENT LEUR VERDICT!
MÉXICO: ¿CÓMO VA HOY?....Jueves, mayo 07, 2009!
| Titulares
| Reuters: "MERCADOS MEXICANOS-�Qu�dicen los analistas? 7 de mayo"
US CONSUMER CREDIT DROPS BY RECORD AMID JOB, BANK LOSSES!
SWINE FLU SPREADS TO POLAND FROM U.S.!
LA SOCIÉTÉ GÉNÉRALE ENREGISTRE DES PERTES AU PREMIER TRIMESTRE!
BLACK SWAN: GLOBAL CRISIS "VASTLY WORSE" THAN 1930s!
ASIA'S EXPORT-LED GROWTH MODEL ..."BROKEN"!
mercredi, mai 06, 2009
AMÉRICA LATINA AÚN NO TOCA FONDO!
| Negocios
| Reuters: "ACTUALIZA 1-SUMMIT-Econom�a A.Latina no toca fondo a�n: S&P"
L'"EXUBÉRENCE IRRATIONNELLE" DES MARCHÉS REFAIT SURFACE!
MÉXICO: ¿CÓMO VA HOY?..Miércoles, mayo 06, 2009
| Titulares
| Reuters: "MERCADOS MEXICANOS-�Qu�dicen los analistas? 6 de mayo"
BOFA, CITIGROUP, GMAC, WELLS FARGO NEED MORE CAPITAL AFTER STRESS TESTS!
ASIA FACES "LONG RECOVERY AHEAD" OF DEPRESSED DEMAND!
WORLD BANK: LA RÉCESSION FERA MOURIR 700,000 ENFANTS AFRICAINS PAR AN!
BANK OF AMERICA SAID TO NEED ABOUT $34 BILLION IN NEW CAPITAL!
US REQUIRES 2nd FISCAL STIMULUS TO BEAT SLUMP!...WHAT?
mardi, mai 05, 2009
SUMMERS, GEITHNER ARE SILENT AS IMF LOSES GRIP!
GRIPE PORCINE: RETOUR DU MEXIQUE: MA FAMILLE ET MOI!
L'ALLEMAGNE MIEUX PLACÉE QUE LA FRANCE POUR SORTIR DE LA CRISE!
MÉXICO: ¿CÓMO VA HOY?...Martes, mayo 05, 2009
| Titulares
| Reuters: "MERCADOS MEXICANOS-�Qu�dicen los analistas? 5 de mayo"
US SERVICES SHRANK AT SLOWER PACE!...GOOD NEWS?
AUSTRALIA KEEPS RATE AT 3%! ...BRAVO?
UNE DIZAINE DE BANQUES AMÉRICAINES AURAIENT BESOIN DE CAPITAUX!
CHINA'S STOCKS "BUBBLE"....READY TO BURST?
EUROPE: ECB TRICHET UNDERMINED BY CONFLICTING ECONOMIC SIGNALS!
lundi, mai 04, 2009
OBAMA ENGAGE LA LUTTE CONTRE L'ÉVASION DISCALES ET LES DÉLOCALISATIONS!
MÉXICO: ¿CÓMO VA HOY? ...Lunes, mayo 04, 2009
| Titulares
| Reuters: "MERCADOS MEXICANOS-�Qu�dicen los analistas? 4 de mayo"
S&P 500 ERASES 2009 LOSS!...BRAVO?
EUROPE: TAUX ET CHANGES: FAUCONS ET COLOMBES S'AFFRONTENT À LA BCE!
ASIA $120 BILLION RESERVE FUND TO BOOST CONFIDENCE!...REALLY?
GM BANKRUPTCY.....PROBABLE!
WORLD CRISIS WEEKLY WRAP-UP! (April 27 -- May 01, 2009)
- US Banks Shutdown Tally got to 32!
- Japan Keeps Rate 0.1%!
- US FED Kept Monetary Policy Unchanged!
- FED Is said to seek capital for 6 Banks !
- Bank of America May Need $70 b, after stress test!…
- Global fiancial crisis to last another year!
- Japan Retail Sales drop for a 7th month!!
- Flu dampens world economy hopes!
- Estados Unidos Declara Estado de Emergencia por Flu.
- Russia may seek world bank loan.
- México flu outbreak threatens to worsen economic woes! …
- World stocks markets were shaken by flu!
- China’s current account surplus to shrink. Nothin to worry about?
- México declares state of emergency on flu deaths!
- Swine flu spread from Mexico, prompting the World Health Organisation to declare a pandemic imminent.
- Rafael Correa won Ecuador’s presidential election, Legislative majority. Lower oil prices, falling remittances from 2m abroad.
- Obama 100 days as President, high 68% approval. NYT/CBS 72% of population optimistic.
- S Africa’s ruling African National Congress won to elect ANC’s leader, Jacob Zuma, as president.
- N Korea again reprocessing fuel rods. Threatened to carry out nuclear and missile tests unless the United Nations apologised.
- US GDP -6.1% 1st q. Previous - 6.3%. 3th q. fall = 1973-75 and 1981-82 recessions. 38% plunge bus. investment, steepest ever!
- US house prices still plunged by record rates in ten of the 20 cities covered by the S&P/Schiller index.
- Car companies reported grim quarterly earnings numbers. Daimler, Honda, Volvo, Ford.
- EC wants more regulation for hedge and private-equity funds > €100m. Industry would be crippled: Fund Managers.
- Japan Ind Prod. +1.6% March, -9.4% Feb. 1st 6 months, twice forecast, inventories cuts may now have run their course.
- Britain’s GDP -1.9% 1st q. Worst was manufacturing -6.2%. Services -1.2%.
- S. Korea’s exports -17.8% March. Imports -35.8% = current-account surplus $6.65 b, from $3.56 b Feb.
- Brazil cut rate 1% point, to 10.25%, New Zealand’cut rate 1/2 % point, to 2.5%, both record lows.
PREVIOUS WEEK (April 20 — April 25, 2009)
- India held the second of five rounds of voting in its month-long general election.
- UK Gov. said GDP -3.5% in 2009/10, worst since 1945. Top income-tax up to 50%. Public debt to double to 80% of GDP by 2013/14.
- UBS continued to shrink. Sold Pactual, a Brazilian investment bank, for $2.5 b, Credit Suisse profits, exceeded expectations.
- BofA $4.2 b net profit, thanks to Merrill Lynch. Citigroup 1st profit in 6q. Wells Fargo earnings up too. But Morgan Stanley -$177m.
- Japan’s 2nd-largest bank, Mizuho, worse than expected losses of about $5.9 b, after suffering falls in shareholdings, loan losses.
- IMF: Bank write-downs will hit $4.1 t, will need more capital to survive. World to shrink by 1.3% this year, 1st in 60 years.
- Germany Ec. Sentiment 1st positive since 2007, worst is over? Critics said current conditions continued to slump.
- Deflation threat continues. German Producer inflation down. UK retail inflation fell 0.4% , first since 1960.
- Japan exports -45.6%. Imports -36.7% on a year earlier, which caused Japan’s monthly trade surplus to shrink.
- Germany Producer Inflation fell by 0.5%, 1st since 2004, biggest since 2002. Investor confidence, up to 13 from -3.5 a month earlier.
- UK Inflation fell to 2.9% in March from 3.2%. Retail Inflation -0.4% in the year to March.
- Sweden cut rate by 1/2, to 0.5%. India to 4.75%, and -1/4 % point from its reverse repurchase rate, to 3.25%. Sixth in 6 months.
- Australia inflation up 2.5% in 1st q. Prices+0.1% over previous quarter, weakest in 18 months!.
- Venezuelan Bolivar devalued further.
- G-20: Half ignore pledge to avoid protectionism!
- Ireland Deflation sounds alarm for Europe!
- European Services, Manufacturing contracted for 11th month!
- U.K. Financial Bailout Totals Equal GDP!
- ¡México se desplomará 3.7% en 2009!
- América Latina Entrará en Recesión Este Año!
- Malaysia Inflation Slows to an 11th month low!
- World Crisis Losses May Hit $4.1 Trillion…WOW!
- UK Deficit Largest Since WWII!
- Bear Market Still in Its Infancy!
- US Budget Deficit May Soar To 4 Times Last Years’!
- S. African Banks Will Have a Very Tough Year!
- México To Cut Rate To 5% As GDP Shrinks!
- Emerging Markets Credit…..Worsens!
- India Unexpectedly Cut Rate on Growth Worries!
- US Firms: Pessimistic!
- US Stocks Tumble on Concern Over Banks!
- US Leading Index Shows Recovery Far Away!
- Australia To Be Dragged Into Recession!
- IMF Easier Lending Promps Bondholder Anxiety!
- Indiana Jobless Reaches 10%, joins 7 other States!!…
WORLD ECONOMY WEEKLY AGENDA (May 04 -- May 08, 2009)
AHEAD OF THE CURVE!
UPCOMING THIS WEEK: POLITICS AND ECONOMY: —EVENTS THAT MAY MOVE GLOBAL FINANCIAL MARKETS (Update 1 of 3)—
(May 04– May 08, 2009)-–Outstanding Events That May Move Global Financial Markets:
WORLD MARKETS—-Dollar Recovery, Possible?, —-Oil, Gasoline and Food Prices-–NORTH AMÉRICA: ***United States: Pending Home Sales (04); Construction Spending (04); FED’s Lacker Speaks (04); ISM Services (05);FED’s Bernanke Testifies Before Joint Economic Committee (05); FED’s Stern Speaks (05); ABC Consumer Confidence (05); FED’s Yellen Speaks (06); Mortgage Applications (06); FED’s Stern Speaks (06); Productivity (07); FED’s Evans Speaks (07); FED’s Bernanke Speaks (07); Consumer Credit (07); Unemployment Rate (08); Wholesale Inventories (08); FED’s Evans Speaks (08); ; FED’s Lacker Speaks (08); México; Sector Manufacturero –Tendencia — (04); Confianza del Productor (04); Manufacturas por Estado (06); Dist: Electricidad por Estado (06); Confianza del Consumidor (07); Indicadores Compuestos; Coincidente y Adelantado (07); Canada ; Unemployment Rate (08); EUROPE; ; Britain:Consumer Confidence (05); PMI Services (06); Bank of England Rate Decision (07); Producer Inflation (08); ; Switzerland; Inflation (07);Unemployment Rate (08); Producer Inflation (08); ; Euro-Zone: Investor Confidence (04); PMI Manufacturing (04); Producer Inflation (05); PMI Services (06); PMI Composite (06); Retail Sales (06); ECB Rate Decision (07); ; ; France: PMI Manufacturing (04); PMI Services (06); ; Germany:Retail Sales (04); PMI Manufacturing Index (04); PMI Services (06); Factory Orders (07); Trade Balance (08); Current Account (08); Industrial Production (08); ; Italy: Budget Balance (04); ; —ASIA, PACIFIC: —Japan: Rate Decision Minutes (07); ;Australia; Services (04); Rate Decision (05); Retail Sales (06); Trade Balance (06); Unemployment Rate (07); Reserve Bank Quarterly Monetary Policy Statement (08) ; – New Zealand: Commodity Prices (05); Unemployment Rate (06); ; —-: ;—-
—OUTSTANDING— :
World: *****Global Impact of the Swine Flu (Pandemic ?)*****;United States: FED’s Bernanke Testifies Before Joint Economic Committee; ***** Unemployment Rate*****; 19 US Largest Banks “Stress Tests” to be published (Thursday 07); Obama to Welcome (Wednesday 06 & Thursday 07) Afganistan and Pakistan Presidents To Review Strategy vs Al-Qaeda and Taliban Terrorist Groups!; Australia: RBA Rate Decision; Euro-Zone: ECB Rate Decision; United Kingdom: Bank of England Rate Decision; Germany:Trade Balance; Industrial Production; Australia: Reserve Bank Quarterly Monetary Policy Statement; México: Indicadores Compuestos: Coincidente y Adelantado; Confianza del Consumidor;South Africa: Jacob Zuma Will Become President (Saturday May 09)
—–º—–
SUNDAY 03:
MONDAY 04:
Euro-Zone: Investor Confidence
Italy: Budget Balance
TUESDAY 05:
United States: FED’s Bernanke Testifies Before Joint Economic Committee
Australia: RBA Rate Decision
WEDNESDAY 06:
Euro-Zone: Retail Sales; President Obama to Welcome Presidents from Afghanistan and Pakistan To Review strategies Vs Taliban and Alqaeda Terrorist Groups (2 day meetings)!
THURSDAY 07:
United States: Productivity: President Obama to Welcome Presidents from Afghanistan and Pakistan To Review strategies Vs Taliban and Alqaeda Terrorist Groups (2 day meetings)!
Japan: Bank of Japan Rate Decision Minutes
Euro-Zone: ECB Rate Decision
United Kingdom: Bank of England Rate Decision
Australia: Unemployment Rate
México: Indicadores Compuestos: Coincidente y Adelantado;Confianza del Consumidor
FRIDAY 08:
United States: Unemployment Rate
Germany: Trade Balance; Industrial Production
Canada: Unemployment Rate
Switzerland: Unemployment Rate
Australia: Reserve Bank Quarterly Monetary Policy Statement
New Zealand: Unemployment Rate
SATURDAY 09:
South Africa: Jacob Zuma Will Become President
SUNDAY 10:
MEXICO'S ECONOMY AND THE FLU!
dimanche, mai 03, 2009
US BANK "STRESS TESTS"......NO USE?
SWINE FLU: ..FADING?...DEADLY SERIOUS!...BETTER BELIEVE IT!
US ECONOMY THIS WEEK!.....GULP!...(May 04--May 08, 2009)
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Analyses Back-up: Check: PESO, EURO; JAPAN, YEN; CHINA, YUAN; STERLING, U.K.; DOLLAR, UNITED STATES
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