--º--
vendredi, juin 26, 2009
MÉXICO: ¿CÓMO VA HOY?..(Viernes, junio 26, 2009)
| Titulares
| Reuters: "MERCADOS MEXICANOS-�Qu�dicen los analistas? 26 de junio"
US CONSUMER SPENDING RISES, STIMULUS LIFTS INCOMES!
FINANCIAL SYSTEM VULNERABLE TO MORE SHOCKS, BANK OF ENGLAND SAYS!
JAPAN SUCCUMBS TO DEFLATION!
EMERGING-MARKET FUNDS POST 1st OUTFLOWS SINCE MARCH!
FRANCE: CONTRACTION DE -1.2% DU PIB AU 1er TRIMESTRE!
MÉXICO'S SHARES UPGRADED, S.KOREA, TURKEY'S DOWNGRADED AT MORGAN STANLEY!
jeudi, juin 25, 2009
BRITISH AIRWAYS: 7,000 EMPLOYÉS ACCEPTENT DE GAGNER MOINS!
MÉXICO: ¿CÓMO VA HOY?..(Jueves, junio 25, 2009)
| Titulares
| Reuters: "MERCADOS MEXICANOS-�Qu�dicen los analistas? 25 de junio"
FED TRIMS EMERGENCY LENDING PROGRAMS AS CRISIS WANES!
L'ALLEMAGNE NE POURRA PAS RESPECTER LE PACTE DE STABILITÉ AVANT 2013!
MÉXICO: ¿CÓMO VA HOY?..(Miércoles, junio 24, 2009)
| Titulares
| Reuters: "MERCADOS MEXICANOS-�Qu�dicen los analistas? 24 de junio"
US FED URGES INVESTORS TO RELAX ON INFLATION CONCERN!
mercredi, juin 24, 2009
OECD RAISES WORLD ECONOMIC OUTLOOK FOR 1st TIME IN 2 YEARS!
US DURABLE ORDERS UNEXPECTEDLY CLIMB AS RECESSION EASES!
CHINA SAYS RAW-MATERIAL EXPORT LIMITS MEET WTO RULES!
JAPAN EXPORT SLUMP DEEPENS, CASTING DOUBT ON RECOVERY!
RECUL DES IMMATRICULATIONS DE VÉHICLES COMMERCIAUX EN EUROPE!
WORLD HAS "NO CREDIBLE ALTERNATIVE" TO US DOLLAR: MOODY'S...OF COURSE!
mardi, juin 23, 2009
MÉXICO: VOTO EN BLANCO ES RETÓRICA ANTIPOLÍTICA: WOLDENBERG
LATINOAMERICANOS DESINTERESADOS EN SU INTEGRACIÓN..¿CHÁVEZ CULPABLE?
EUROPE: ECB USED UP ALL ROOM TO CUT RATES; NO NEED FOR ANOTHER STIMULUS!
US CEOs STAY PESSIMISTIC ABOUT ECONOMY!
FRANCE: ZONE DANGEREUSE POUR LA DETTE ET LE DÉFICIT!
MÉXICO: ¿CÓMO VA HOY?..(Martes, junio 23, 2009)
| Titulares
| Reuters: "MERCADOS MEXICANOS-�Qu�dicen los analistas? 23 de junio"
CANADA'S SLUMP AS HARSH AS US!
EMERGING-MARKET STOCKS FELL 10% IN 6 DAYS; RUSSIA'S MICEX 20%!
US FED'S BERNANKE SET TO DEFEND HIS REAPPOINTMENT!
INDIA, CHINA TO CUSHION GLOBAL RECESSION: WORLD BANK
INTERNET: ¡CONDENA MILLONARIA POR DESCARGAR MÚSICA!
MÉXICO: ¿PRÓSPERO 2010?..YES!
FRANCE: LA CONSOMMATION DES MÉNAGES BAISSE LÉGÈREMENT!
lundi, juin 22, 2009
BANCO MUNDIAL AUMENTA EL PESIMISMO DE MERCADOS
ESPAÑA: TURISMO EXTRANJERO CAE CASI 12%!
LE MONDE: L'AGENDA DE LA SEMAINE...GULP! (JUIN 22 -- JUIN 26, 2009)
GLOBAL ECONOMY: UNEXPECTED FINANCIAL TURMOIL COULD HAMPER RECOVERY!
EUROPE: ECB EXPECTED TO KEEP RATES STEADY INTO 2010!
JAPAN'S TANKAN BUSINESS CONFIDENCE LIKELY TO RISE FRO RECORD LOW!
LE FMI EST REDEVENU BÉNÉFICIAIRE EN 2008 -- 2009!
MÉXICO: ¿CÓMO VA HOY?..(Lunes, junio 22, 2009)
| Titulares
| Reuters: "MERCADOS MEXICANOS-�Qu�dicen los analistas? 22 de junio"
STOCKS, COMMODITIES FALL ON PESSIMISTIC WORLD BANK REPORT!
VOLATILITY INDEX SURGE AS WORLD BANK REPORT SENDS EQUITIES TUMBLING!
WORLD CRISIS WEEKLY WRAP-UP (June 15 - - June 18, 2009)
(Update 1 of 3)
INTRODUCTION:
Last week's markets had a small set back but many analysts continued to be upbeat. Does the following data background correspond to this perception?
GOOD NEWS:
Economic Statistics are not as awful as they were only a few weeks ago. They are now only very, very bad. Is this reason enough to rejoice?---- Can we see the light at the end of the tunnel!
Américas: -----United States: FED weighs using FOMC statement to damp rate-rise speculations----- FED’s Fisher says no plan to raise rates soon----- AMEX, Goldman Sachs, JPMorgan Chase and Morgan Stanley repaid TARP----- Current-account deficit narrowed from $155 b to $101.5 b 1st q. Deficit is now at 2.9% of GDP, the lowest for a decade on decline in oil imports, industrial supplies and Raw materials----New housing starts were +17.2% in May-------Permits to build new private homes up too------ Leading index and factory data also showed good news! -----México: Sovereign risk up moderately----Lowered rate to 4.75% to support shrinking economy; Europe: -----Norway cut rate by 0.25% p to a record low of 1.25%------Germany near bottom, recovery like a "bathtub" (slower than a V shaped one, I think); Switzerland kept rate, plans "firm action" on franc speculation-------- United Kingdom: Finance Minister Darling signals limited overhaul of bank rules; Asia: ----Australia: Reserve Bank of Australia minutes suggested another rate cut from 3% if economy deteriorated more; Japan: Bank of Japan voted unanimously to keep rate at 0.1%, there since December; Government, Bank of Japan agreed worst of recession over----China: World bank raised china 2009 growth forecast to 7.4%;------- South Korea: ; Global Economy, Geo-Politics, Markets and Natural Disasters: -----Global Economy: -----BlackRock to buy Barclays Global Investors for $13.5 b to become world’s biggest money-manager, with $2.8 trillion in assets under management------- G-8 Finance Ministers moderately optimistic on World Economy, start planning stimulus exit strategies on recovery-------Commodities: ; Commodities: ; -------Markets: Dollar has no rival as world currency!-------- Dow industrial average erases 2009 decline on economic recovery------- Geo-Politics:; Natural Disasters: ;
BAD NEWS:
Some other respectful opinions (World Renown Economists and multilateral Institutions, the IMF and the World Bank included) and the next data were not that positive though and infer this crisis’ worst effects on people are just beginning to be felt with the corresponding social risks growing by the minute!
Américas: United States: Factory output sinks; Obama sees jobless at 10%, recovery soon, financial plan gets wary reception from bank---- Fed opposes Government stripping central bank of consumer-loans responsibility------ Fed gets no requests for 1st round of TALF loans-----Obama’s changes to US financial regulatory system biggest in decades, it includes greater authority for the FED in systemically important financial firms; government will be able to seize, dismantle large distressed companies; tougher rules on derivatives, securitisation; hedge funds to register and finally a consumers’ rights agency------Industrial production -1.1% in May, following -0.7% in April-----Annual inflation falls most in 60 years, -1.3% year to May, after -0.7% to April; ------Bank failures rise to 40 this year-----Investor Allen Stanford indicted on fraud charges!------Jobless rate of 10% spreads to half of states, risking recovery------- México: Finance Ministry recognizes fiscal pressures for 2010------- Brazil: ; Europe: Russia has to structurally reform the economy, despit a recent rise in oil prices------ Latvia devaluation would cause "swift contagion"--------Inflation is also receding in emerging markets-------- Poland’s inflation fell from 4% to 3.6%------European Union: Accord on European finance regulation------- European leaders say banking system "remains risky”...
CONCLUSION:
It does not help to the world economic stability a threatening attitude of “nuclear weapons-state-to-become-and-missiles-launching-crazy”
Last week's extremely negative news continued to overwhelm the very few positive ones.----
J CNN
IRAN'S SPLIT DEEPENS AS RAFSANJANI FAMILY TARGETED!
BRASIL Y DERECHOS HUMANOS..¿DOS CARAS?
MÉXICO: EMPEORA COMPETITIVIDAD: WEF!...AWFUL!
MÉXICO: SUBE DE NUEVO EL "RIESGO PAÍS"
MÉXICO: INFLUENZA REDUCIRÍA PIB UN 2.2%: BANCO MUNDIAL
| Titulares
| Reuters: "Influenza recortar�a PIB M�xico 2do trim un 2,2 pct: B. Mundial"
FRANCE: EN 2009, LE DÉFICIT PUBLIC ATTEINDRA "ENTRE 7 ET 7.5%" DU PIB!
DERIVATIVES GET SECOND LOOK FROM US CONGRESS!
TIPS GAIN IN MARKET'S WORST YEAR!
WORLD BANK CUTS FORECAST FOR GLOBAL ECONOMY, DEVELOPING NATIONS!
dimanche, juin 21, 2009
MÉXICO: ¡VOTAR O NO VOTAR, ESA ES LA CUESTIÓN! (II)
debemos asumir nuestra responsabilidad sobre las debilidades de
nuestro sistema democrático y tratar de mejorarlo con una visión de
largo plazo. La democracia en EU lleva perfeccionándose desde hace más
de 200 años. Nosotros apenas 6 (sin tomar en cuenta los 30 previos
preparatorios para la alternancia de Fox). Si no votamos el voto duro
será indudablemente para el PRI. Preferiría que si va a ganar el
tradicional partido en el poder lo hiciera de la manera correcta, es
decir con votos conscientes y no por una inercia abstecionista de
décadas. Yo escojo votar y por lo mismo existir de manera constructiva
y con las reglas legales vigentes, en el desarrollo democrático de
México.
J CNN
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MI "BLOG": LA CRISIS MUNDIAL: ¿QUÉ OCURRE HOY?
Haga click en el siguiente enlace ("link") o cópielo tal cual en su navegador
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http://theweeklyglobalinvestor.blogspot.com
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¡Ce que nous dénommons vérité n'est qu'une élimination d'erreurs!
Georges Clemenceau
CHINA'S ECONOMY IS AT "KEY MOMENT", WEN SAYS!
IRAN PARLIAMENT SPEAKER QUESTIONS VOTE RESULTS; 10 KILLED AND MORE THAN 100 INJURED (ON TOP OF LAST WEEK'S)!
MORAL HAZARD FOR BANKS THREATENS NEXT CYCLE II..!
EUROPE: PAS BESOIN D'UN AUTRE PLAN DE RELANCE, SELON JEAN-CLAUDE TRICHET!
ESTADOS UNIDOS ESTA SEMANA II...¡GULP!.. (Agenda junio 22--junio 26, 2009)
| Negocios
| Reuters: "Acciones EEUU seguir�n claves de reuni�n de Fed y ventas casas"
MÉXICO ESTA SEMANA II....GULP! (Agenda junio 22 -- junio 26, 2009)
| Negocios
| Reuters: "MERCADOS MEXICANOS-Sensibles ante datos clave de M�xico y EEUU"
WORLD ECONOMY THIS WEEK....GULP!.. (Agenda Jun 22 -- Jun 26, 2009)
AHEAD OF THE CURVE!
UPCOMING THIS WEEK: POLITICS AND ECONOMY: ---EVENTS THAT MAY MOVE GLOBAL FINANCIAL MARKETS (Update 1 of 3)---
(June 22 -- June 26,
WORLD MARKETS-----; ----Dollar Recovery, Possible?, ----Oil, Gasoline and Food Prices---NORTH AMÉRICA: ***United States: House Price Index (23); Existing Home Sales (23); Richmond FED Manufacturing Index (23); ABC Consumer Confidence (23); MBA Mortgage Applications (24);Durable Goods Orders (24); New Home Sales (24); FED's Rate Decision (24); GDP 1st q (25); Personal Consumption (25); Personal Consumption Expenditure Deflator (26); Personal Income (26); Personal Spending (26); U. of Mich. Consumer Confidence (26); ; México; Balanza Comercial (23);Desempleo(24);Establecimientos Comerciales (25); Servicios (25);Indicador Global de la Actividad Económica --IGAE--(26); ;Canada; International Securities Transactions (24); ;;EUROPE; ; ; Britain: Rightmove House Prices (Sunday 21); Nationwide House Prices (22); Loans For House Purchase (23); ; Switzerland; Trade Balance (23); Leading Indicator (26); ; Euro-Zone: PMI Manufacturing (23); PMI Services (23); PMI Composite (23); OECD Economic Outlook (23); Current Account (24); ; France: Consumer Spending (23);Business Confidence (23); PMI Manufacturing (23); PMI Services (23); GDP (26); Consumer Confidence (26); ;Germany: Expectations (22); Business Climate (22); Current Assessment (22); Consumer Confidence (23); PMI Manufacturing (23); PMI Services (23); Inflation (26); ; Italy: Trade Balance (25); ; ---ASIA, PACIFIC: ---Japan: Services (Sunday 21); Leading & Coincident Index (23); Trade Balance(23); Bank of Japan Nakamura Speaks (24); Net foreign buying & Selling of Japanese Stocks & Bonds! (25); Inflation (25); All Industry Activity Index (25); :Australia; Leading Index (25); ; -- New Zealand: Consumer Confidence (24); GDP(25); ; ----: ;----
---OUTSTANDING--- :
--º--
World: ... Swine Flu...Global Impact(Pandemic): ----North Korea:Missile Crazy?;Latvia: Devaluation a big possibility? Could it unsettle other economies in the region?----
SUNDAY 21:
Japan: Services; ;
MONDAY 22:
Germany:Business Climate ;
United Kingdom: House Prices;
TUESDAY 23:
United States: Existing Home Sales ;
Euro-Zone: PMI Manufacturing; PMI Services; PMI Composite; OECD Economic Outlook ;
Japan: Leading & Coincident Index; Trade Balance ;
Germany: Consumer Confidence ;
France: Business Confidence ;
Switzerland: Trade balance
México: Balanza Comercial;
WEDNESDAY 24:
United States: Durable Goods Orders; FED's Rate Decision;
Euro-Zone: Current Account; ;
Italy: Trade Balance;
México: Desempleo;
THURSDAY 25:
United States: GDP 1st q ;
Japan: Inflation; All Industry Activity Index ;
Australia: Leading Index;
New Zealand: GDP;
México: Sector Servicios;
FRIDAY 26:
United States: Personal Consumption Expenditure Deflator; Personal Income; Personal Spending; U. of Mich. Consumer Confidence;
Germany: Inflation ;
France: GDP; Consumer Confidence ;
Switzerland: Leading Indicator;
México: Indicador Global de la Actividad Económica;
SATURDAY 27:
SUNDAY 28:
US ECONOMY THIS WEEK...GULP! (Agenda June 22 -- June 26, 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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