THE WEEKLY GLOBAL INVESTOR: 16/01/2011

vendredi, janvier 21, 2011

YEN : LA BOURSE DE TOKYO FINIT LA SEMAINE EN BAISSE !

La Bourse de Tokyo finit en baisse de 1,56%: "La Bourse de Tokyo finit la semaine en nette baisse"

jeudi, janvier 20, 2011

DOLLAR : "FISCAL MELTDOWN" FOR U.S. STATES...EXAGGERATED!

‘Fiscal Meltdown’ for States Exaggerated, Group Says (Update3) - Bloomberg.com: "‘Fiscal Meltdown’ for States Exaggerated, Group Says (Update3)"

EURO : NETTE DÉGRADATION DE LA CONFIANCE DES CONSOMMATEURS !

Zone euro : nette d�gradation de la confiance des consommateurs: "Zone euro : nette d�gradation de la confiance des consommateurs"

EURO CRISE : FITCH PESSIMISTE DES BANQUES DE L'ESPAGNE, PORTUGAL ET GRÈCE !

Fitch maintient les banques fran�aises et d'Europe du nord sous perspective stable, mais pointe des difficult�s dans les pays du sud: "Banques europ�ennes : la crise de la dette souveraine s�pare le bon grain de l'ivraie"

MÉXICO ¿CÓMO VA HOY? (jueves, ene. 20, 2011)

MERCADOS MEXICANOS-�Qu�dicen los analistas? 20 de enero | Titulares | Reuters: "MERCADOS MEXICANOS-�Qu�dicen los analistas? 20 de enero"

CAPITAL CONTROLS ROIL LATIN AMERICA !

Capital Controls Roil Latin America Bond Markets by Evoking ‘80s - Bloomberg.com: "Capital Controls Roil Latin America Bond Markets by Evoking ‘80s"

YUAN : CHINE : TOUJOURS LA PRESSION INFLATIONNISTE ! PIB DE 10.3 POUR 2010 !

L'�conomie chinoise a fini 2010 en forte croissance: "La croissance de la Chine a d�pass�les 10% en 2010"

mercredi, janvier 19, 2011

THE WORLD THIS WEEK (Agenda Jan. 20--22, 2011)

AHEAD OF THE CURVE!

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(Jan. 20-- 22, 2011)

WORLD: ; NORTH AMÉRICA: ***United States:Weekly Jobless (20); Existing Home Sales (20); Philadelphia FED (20); Leading Indicators (20); DOE Oil Inventory (20); ; México; Coincident and Leading Index (20); BANXICO's Rate Decision (21); Unemployment Rate (21); ;Canada; Leading Indicators (20); Wholesale Sales (20); ; Manufacturing Shipments (19); Retail Sales (21); ;EUROPE; ; Britain: CBI Trends Total Orders (20); CBI Business Optimism (20); Retail Sales (21); ; Switzerland : ZEW Expectations (20); Real Estate Index (21); M3 (21); ; EURO-ZONE : ; Germany: Producer Prices (20); ; France: PMI Manufacturing (21); PMI Services (21); ; Italy: Industrial Orders (20); ;---ASIA, PACIFIC:---Japan:Coincident and Leading Index (20); Cabinet Office Monthly Ec. Report (21); All Industry Activity Index (21); :Australia: ; New Zealand: Consumer Confidence (20); Retail Sales (20); ;China: GDP (20); Business Climate (20); Fixed Assets Inv. Urban (20); Industrial Production (20); Producer Price Index (20)

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MORE FLEXIBLE GLOBAL CURRENCIES ! STARTING WITH THE " EURO " FIXED SYSTEM ?

France’s Noyer Urges More Flexible Global Currencies (Update1) - Bloomberg.com: "France’s Noyer Urges More Flexible Global Currencies (Update1)"

YUAN : " UNDERVALUED " : OBAMA ..SURPRISING ?

Obama Says China Ties Bring ‘Substantial Benefits’ (Update1) - Bloomberg.com: "Obama Says China Ties Bring ‘Substantial Benefits’ (Update1)"

YEN : JAPAN 'S DEFAULT SWAPS AT 6-MONTH HIGH!...WATCH OUT!

Default Swaps Climb to 6-Month High on Debt Sales: Japan Credit - Bloomberg.com: "Default Swaps Climb to 6-Month High on Debt Sales: Japan Credit"

EURO CRISIS : GREECE AMID "COMPLICATED" EU TALKS....NO DEBT RESTRUCTURING?

Greece Says No Debt Restructuring Amid ‘Complicated’ EU Talks - Bloomberg.com: "Greece Says No Debt Restructuring Amid ‘Complicated’ EU Talks"

EURO CRISE : LE FMI LANCE DES "STRESS TESTS" BANCAIRES !

Le FMI lance �son tour des "stress tests" bancaires dans cinq pays europ�ens: "Le FMI lance �son tour des 'stress tests' bancaires dans cinq pays europ�ens"

MÉXICO ¿CÓMO VA HOY? (miér., ene. 19, 2011)

MERCADOS MEXICANOS-�Qu�dicen los analistas? 19 de enero | Titulares | Reuters: "MERCADOS MEXICANOS-�Qu�dicen los analistas? 19 de enero"

EURO CRISIS : NO INFLATION RISK AFTER ALL?

ECB Officials Edge Back From Threat of Higher Rates (Update1) - Bloomberg.com: "ECB Officials Edge Back From Threat of Higher Rates (Update1)"

YUAN : CHINA NEEDS GUIDANCE ON EURO RISK !

China Needs Urgent Guidance on Euro Debt Risk, Yu Yongding Says - Bloomberg.com: "China Needs Urgent Guidance on Euro Debt Risk, Yu Yongding Says"

EURO CRISE : PAS DE RETOUR AU DEUTSCHE MARK ?

Euro : l'Allemagne veut un euro stable selon Angela Merkel: "'Pas de retour au deutsche mark', selon Angela Merke"

mardi, janvier 18, 2011

WORLD AGENDA (Jan. 19--22, 2011)

AHEAD OF THE CURVE!

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(Jan. 19-- 22, 2011)

WORLD: ; NORTH AMÉRICA: ***United States: Housing Starts (19); Building Permits (19); Weekly Jobless (20); Existing Home Sales (20); Philadelphia FED (20); Leading Indicators (20); DOE Oil Inventory (20); ; México; Manufacturing By State (19); Electricity by State (19); Coincident and Leading Index (20); BANXICO's Rate Decision (21); Unemployment Rate (21); ;Canada; Leading Indicators (20); Wholesale Sales (20); ; Manufacturing Shipments (19); Retail Sales (21); ;EUROPE; ; Britain: ILO Unemployment Rate (19); CBI Trends Total Orders (20); CBI Business Optimism (20); Retail Sales (21); ; Switzerland : ZEW Expectations (20); Real Estate Index (21); M3 (21); ; EURO-ZONE : Current Account (19); Construction (19); ; Germany: Producer Prices (20); ; France: PMI Manufacturing (21); PMI Services (21); ; Italy: Industrial Orders (20); ;---ASIA, PACIFIC:---Japan:Coincident and Leading Index (20); Cabinet Office Monthly Ec. Report (21); All Industry Activity Index (21); :Australia:Consumer Inflation Expectation (19); ; New Zealand: Consumer Price Index (19); Consumer Confidence (20); Retail Sales (20); ;China: GDP (20); Business Climate (20); Fixed Assets Inv. Urban (20); Industrial Production (20); Producer Price Index (20)

DOLLAR : GLOBAL DEMAND FOR U.S. ASSETS UP !

Global Demand for U.S. Assets Increased in November (Update2) - Bloomberg.com: "Global Demand for U.S. Assets Increased in November (Update2)"

EURO CRISE : LES CRÉANCES DOUTEUSES DES BANQUES ESPAGNOLES AU PLUS HAUT !

Les banques espagnoles touch�es par l'�clatement de la bulle immobili�re: "Les cr�ances douteuses des banques espagnoles au plus haut"

MÉXICO ¿CÓMO VA HOY? (Martes, ene. 18, 2011)

MERCADOS MEXICANOS-�Qu�dicen los analistas? 18 de enero | Titulares | Reuters: "MERCADOS MEXICANOS-�Qu�dicen los analistas? 18 de enero"

EURO CRISIS : DEFAULT SWAPS BEAT BONDS IN HIGHLIGHTING EU STRESS!

Default Swaps Beat Bonds in Highlighting EU Stress: Euro Credit - Bloomberg.com: "Default Swaps Beat Bonds in Highlighting EU Stress: Euro Credit"

YUAN : CHINA 'S BOND YIELDS SHOW INFLATION THREAT!

Yields Show Inflation as Growth Probably Above 10%: China Credit - Bloomberg.com: "Yields Show Inflation as Growth Probably Above 10%: China Credit"

YUAN : HU JINTAO À WASHINGTON !

Le pr�sident chinois en visite �Washington: "Visite tr�s attendue du pr�sident chinois �Washington"

lundi, janvier 17, 2011

EURO CRISIS : GERMANY WOULDN'T LET EURO FAIL!...WOULD IT?

Germany Will Avoid ‘Masochism’ of Letting Euro Fail, Prodi Says - Bloomberg.com: "Germany Will Avoid ‘Masochism’ of Letting Euro Fail, Prodi Say"

RUPEE : INDIA FACING INFLATION "SURGE"

India Facing Inflation ‘Surge,’ RBI’s Subbarao Says (Update1) - Bloomberg.com: "India Facing Inflation ‘Surge,’ RBI’s Subbarao Says (Update1)"

THE WORLD THIS WEEK (Agenda ene. 18--21, 2011)

AHEAD OF THE CURVE!

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(Jan. 18-- 21, 2011)

WORLD: ; NORTH AMÉRICA: ***United States: Empire Manufacturing (18); TIC Flows (18); NAHB Housing Market Index (18); ABC Consumer Confidence (18); MBA Mortgage Applications (19); Housing Starts (19); Building Permits (19); Weekly Jobless (20); Existing Home Sales (20); Philadelphia FED (20); Leading Indicators (20); DOE Oil Inventory (20); ; México; Manufacturing By State (19); Electricity by State (19); Coincident and Leading Index (20); BANXICO's Rate Decision (21); Unemployment Rate (21); ;Canada; BoC Rate Decision (18);Leading Indicators (20); Wholesale Sales (20); ; Manufacturing Shipments (19); Retail Sales (21); ;EUROPE; ; Britain: Consumer Confidence (18); RICS House Price Balance (18); Consumer Price Index (18); DCLG House Prices (18); ILO Unemployment Rate (19); CBI Trends Total Orders (20); CBI Business Optimism (20); Retail Sales (21); ; Switzerland : ZEW Expectations (20); Real Estate Index (21); M3 (21); ; EURO-ZONE : ZEW Survey Economic Sentiment (18); Current Account (19); Construction (19); ; Germany: ZEW Survey Current Situation (18); Economic Sentiment (18); Producer Prices (20); ; France: PMI Manufacturing (21); PMI Services (21); ; Italy: Current Account (18); Industrial Orders (20); ;---ASIA, PACIFIC:---Japan: Industrial Production (18); Machine Tool Orders (18); Services (18); Coincident and Leading Index (20); Cabinet Office Monthly Ec. Report (21); All Industry Activity Index (21); :Australia: Consumer Confidence (18); Consumer Inflation Expectation (19); ; New Zealand: Consumer Price Index (19); Consumer Confidence (20); Retail Sales (20); ;China: Foreign Direct Investment (18); GDP (20); Business Climate (20); Fixed Assets Inv. Urban (20); Industrial Production (20); Producer Price Index (20)

MÉXICO ¿CÓMO VA HOY? (Lunes, ene 17, 2011)

MERCADOS MEXICANOS-�Qu�dicen los analistas? 17 de enero | Titulares | Reuters: "MERCADOS MEXICANOS-�Qu�dicen los analistas? 17 de enero"

TWGI : EURO CRISIS : "SKEPTICISM" PERSISTS !

THE WEEKLY GLOBAL INVESTOR: EURO CRISIS : "SKEPTICISM" PERSISTS !: "Euro Drops After IMF Official Says Europe ‘Skepticism’ Persists - Bloomberg.com: 'Euro Drops After IMF Official Says Europe ‘Skepticism’ Per..."

EURO CRISIS : A BRADY PLAN FOR EUROPE ?...NOT SO EASY..SORRY !

Trichet Bonds Echoing Brady Plan May Fix Debt Woes: Euro Credit - Bloomberg.com: "Trichet Bonds Echoing Brady Plan May Fix Debt Woes: Euro Credit"

EURO CRISIS : RESCUE-FUND OVERHAUL!...FUTILE?

EU Ministers Begin Talks on Rescue-Fund Overhaul (Update1) - Bloomberg.com: "EU Ministers Begin Talks on Rescue-Fund Overhaul (Update1)"

EURO CRISE : UN PRÊTEUR EN DERNIER RESSORT?

Fonds europ�en : comment doter la zone euro d'un pr�teur en dernier ressort: "Fonds europ�en : comment doter la zone euro d'un pr�teur en dernier ressort"

dimanche, janvier 16, 2011

THE GLOBAL DEBT CLOCK!

http://www.addthis.com/bookmark.php

THE WORLD THIS WEEK (Agenda Jan. 17--21, 2011)

The week ahead: Mr Hu goes to Washington | The Economist: "Mr Hu goes to Washington"

AHEAD OF THE CURVE : WORLD AGENDA (Jan. 17--21, 2011)

AHEAD OF THE CURVE!

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(Jan. 17-- 21, 2011)

WORLD: ; NORTH AMÉRICA: ***United States: FED's Plosser Speaks (17); Empire Manufacturing (18); TIC Flows (18); NAHB Housing Market Index (18); ABC Consumer ConfIdence (18); MBA Mortgage Applications (19); Housing Starts (19); Building Permits (19); Weekly Jobless (20); Existing Home Sales (20); Philadelphia FED (20); Leading Indicators (20); DOE Oil Inventory (20); ; México; Manufacturing IMMEX Program (17); Manufacturing By State (19); Electricity by State (19); Coincident & Leading Index (20); BANXICO's Rate Decision (21); Unemployment Rate (21); ;Canada; BoC Rate Decision (18);Leading Indicators (20); Wholesale Sales (20); ; Manufacturing Shipments (19); Retail Sales (21); ;EUROPE; ; Britain: Rightmove House Prices (17); Consumer Confidence (18); RICS House Price Balance (18); Consumer Price Index (18); DCLG House Prices (18); ILO Unemployment Rate (19); CBI Trends Total Orders (20); CBI Business Optimism (20); Retail Sales (21); ; Switzerland : ZEW Expectations (20); Real Estate Index (21); M3 (21); ; EURO-ZONE : ZEW Survey Economic Sentiment (18); Current Account (19); Construction (19); ; Germany: Bundesbank Monthly Report (17); ZEW Survey Current Situation (18); Economic Sentiment (18); Producer Prices (20); ; France: PMI Manufacturing (21); PMI Services (21); ; Italy: Current Account (18); Industrial Orders (20); ;---ASIA, PACIFIC:---Japan: BoJ Quarterly Branch Managers Meeting (17); Consumer Confidence (17); Industrial Production (18); Machine Tool Orders (18); Services (18); Coincident & Leading Index (20); Cabinet Office Monthly Ec. Report (21); AllIndustry Activity Index (21); :Australia: Securities Inflation (Sunday 16); Consumer Confidence (18); Consumer Inflation Expectation (19); ; New Zealand: House Sales (Sunday 16) ; Housing Price Index (Sunday 16); Food Prices (Sunday 16); Consumer Price Index (19); Consumer Confidence (20); Retail Sales (20); ;China: Foreign Direct Investment (18); GDP (20); Business Climate (20); Fixed Assets Inv. Urban (20); Industrial Production (20); Producer Price Index (20); ;