THE WEEKLY GLOBAL INVESTOR: 23/10/2011

vendredi, octobre 28, 2011

EURO CRISIS : SPAIN 'S UNEMPLOYMENT RISES TO HIGHEST IN 15 YEARS !

Spanish Unemployment Rises to Highest in 15 Years, Undermining Recovery - Bloomberg: Spanish Unemployment Rises to Highest in 15 Years, Undermining Recovery

EURO CRISIS : GREECE 'S DEBT CUT ACCORD IS....." DEFAULT " : FITCH

50% Greek Bond Haircut Viewed as Default Event - Bloomberg: 50% Greek Bond Haircut Viewed as Default Event

EURO CRISE : LA DÉCOTE GRECQUE........UN " DÉFAUT " : FITCH

Pour Fitch, la d�cote grecque est bien un "d�faut": Fitch n'en d�mord pas : la d�cote grecque revient bien �un "d�faut"

EURO CRISE : FRANCE : LA CONSOMMATION DE MÉNAGES EN BAISSE !

Consommation des m�nages septembre en baisse de 0,5%: La consommation des m�nages a baiss�en septembre

jeudi, octobre 27, 2011

EURO CRISIS : EURO PACT ONLY BUYS TIME : ROGOFF

Rogoff: Europe Pact Only Buys Time - Bloomberg: Rogoff: Europe Pact Only Buys Time

EURO CRISIS : U.K. WILL NOT CONTRIBUTE TO EURO BAILOUT !

UK will not contribute to euro zone bailout - Osborne | Reuters: UK will not contribute to euro zone bailout - Osborne

EURO CRISIS : DEAL LEAVES MUCH TO DO !

Euro deal leaves much to do on rescue fund, Greek debt | Reuters: Euro deal leaves much to do on rescue fund, Greek debt

EURO CRISIS : SUMMIT : BEHIND THE SCENES!

Behind the scenes of the eurozone's 11th hour deal – Business 360 - CNN.com Blogs: Behind the scenes of the eurozone's 11th hour deal

EURO CRISIS : FAR FROM OVER !

Euro deal reached, but crisis far from over - CNN.com: Euro deal reached, but crisis far from over

EURO CRISES : OVER OR WORSE ?

Does debt deal solve euro woes? - CNN.com: Does debt deal solve euro woes?

EURO CRISE : LA GRECE ...UNE ERREUR?...ET LE PORTUGAL, L' ITALIE, L' ESPAGNE ?

Sarkozy lors de son intervention t�l�vis�e : pas de hausse g�n�ralis�e de la TVA, l'entr�e de la Gr�ce �tait "une erreur", r�vision de la croissance �1%: L'entr�e de la Gr�ce dans la zone euro �tait "une erreur"

WORLD CRISIS : U.S. CONSUMERS MOST NEGATIVE SINCE RECESSION !

Consumers Most Negative Since Recession - Bloomberg: Consumers Most Negative Since Recession

WORLD CRISIS ?... S&P 500 EXTENDS BEST MONTH SINCE 1974 ! ...EXUBERANT ?

S&P 500 Extends Best Month Since ’74, Euro Rises on Debt Accord - Bloomberg: S&P 500 Extends Best Month Since ’74, Euro Rises on Debt Accord

MÉXICO : IGAE : ECONOMÍA CAE MÁS DE LO PREVISTO ! < Dragged Down by the U.S.>

ACTUALIZA 2-Actividad econ�mica M�xico cae m�s de lo esperado | Titulares | Reuters: ACTUALIZA 2-Actividad econ�mica M�xico cae m�s de lo esperado

MÉXICO ¿CÓMO VA HOY? (Jueves, oct. 27, 2011)

MERCADOS MEXICANOS-�Qu�dicen los analistas? 27 de octubre | Titulares | Reuters: MERCADOS MEXICANOS-�Qu�dicen los analistas? 27 de octubre

EURO CRISIS : EU AGREEMENT MAY THREATEN EASTERN EUROPE BANKS !

Euro Fix May Threaten Eastern Europe Banks - Bloomberg: Euro Fix May Threaten Eastern Europe Banks

EURO CRISIS : EU SETS 50% GREEK WRITEDOWN, $1.4t IN RESCUE FUND!......GOOD ENOUGH ?

EU Sets 50% Greek Writedown, $1.4T in Rescue Fund - Bloomberg: EU Sets 50% Greek Writedown, $1.4T in Rescue Fund

EURO CRISIS : EUROPE LEADERS' COMMENTS ON AGREEMENT !....SOBER?

EU and euro zone leaders' comments on debt crisis | Reuters: EU and euro zone leaders' comments on debt crisis

EURO CRISE : FRANCE : LE CHÔMAGE REPARTI À LA HAUSSE !

Hausse de 0,9% du ch�mage en septembre, 3% de ch�meurs en plus depuis un an (chiffres P�le Emploi et Minist�re du Travail): 3% de ch�meurs suppl�mentaires en un an

mercredi, octobre 26, 2011

WORLD CRISIS : SOUTH KOREA BOOSTS SWAPS WITH CHINA AGAINST EUROPE TURMOIL !

South Korea Boosts Currency Swap With China to Guard Against Turmoil - Bloomberg: South Korea Boosts Currency Swap With China to Guard Against Turmoil

EURO CRISIS WEIGHING ON UK ECONOMY : DALE

Euro crisis weighing on UK economy - Bank's Dale | Reuters: Euro crisis weighing on UK economy - Bank's Dale

EURO CRISIS : FUND CLEARS HURDLE ....STILL.... EUROPE GRIMMER BY THE MINUTE ?

German parliament gives OK to stability fund changes - Oct. 26, 2011: Euro rescue fund clears hurdle in Germany

MÉXICO ¿CÓMO VA HOY? (Miércoles, oct. 26, 2011)

MERCADOS MEXICANOS-�Qu�dicen los analistas? 26 de octubre | Titulares | Reuters: MERCADOS MEXICANOS-�Qu�dicen los analistas? 26 de octubre

WORLD CRISIS : CHINA 'S WEN FUELS EASING SPECULATION !

China’s Wen Fuels Easing Speculation - Bloomberg: China’s Wen Fuels Easing Speculation

EURO CRISIS : BRAZIL REJECTS EUROPE DEBT PLAN !

Brazil rejects Europe debt purchase plan | Reuters: Brazil rejects Europe debt purchase plan

EURO CRISIS : ITALY KEEPS EUROPE ON TENTERHOOKS OVER REFORM !

Italy keeps Europe on tenterhooks over reform | Reuters: Italy keeps Europe on tenterhooks over reform

CRISE MONDIALE : UNE NOUVELLE RÉCESSION EN 2012 ?

Nouriel Roubini estime �plus de 50% le risque d'une nouvelle r�cession en 2012 pour les pays d�velopp�s: L'homme qui a vu la crise arriver en 2008... la voit revenir en 2012

mardi, octobre 25, 2011

CRISE MONDIALE : WALL STREET PLOMBÉE PAR L' EUROPE !

Wall Street plomb�e par l'Europe et les r�sultats d'entreprises: Wall Street plomb�e par l'Europe et les r�sultats d'entreprises

WORLD CRISIS : U.S. CONSUMER CONFIDENCE FALLS TO 2-YEAR LOW!

Consumer Confidence Falls to Two-Year Low - Bloomberg: Consumer Confidence Falls to Two-Year Low

EURO CRISIS : ITALY 'S BERLUSCONI PRESSURED !

Italy Pressured by EU to Boost Economy - Bloomberg: Italy Pressured by EU to Boost Economy

MÉXICO ¿CÓMO VA HOY? (Martes, oct. 25, 2011)

MERCADOS MEXICANOS-�Qu�dicen los analistas? 25 de octubre | Titulares | Reuters: MERCADOS MEXICANOS-�Qu�dicen los analistas? 25 de octubre

WORLD ECONOMY (Weekly Agenda Oct. 25--28, 2011)

AHEAD OF THE CURVE!
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(Oct. 25 -- 28, 2011)
WORLD: ; NORTH AMÉRICA: ***United States: Case/Schiller Home Prices (25); Consumer Confidence (25); House Prices (25); Richmond Fed Manufacturing (25); Mortgage Applications (26);Durable Goods (26);New Home Sales (26); DOE Oil Inventories (26); GDP 3q-A (27); Personal Consumption (27); Weekly Jobless (27); Bloomberg Consumer Comfort (27); Pending Home Sales (27); Personal Income (28);Personal Spending (28); Personal Consumption Expenditure Deflator (28);U. of Mich Confidence (28); ; México; Global Activity Economic Indicator (27); Manufacturing (28); Economic Activity by State (28); BANXICO's Rate Decision Minutes(28); ;Canada; Fisher, Carstens Speak in Toronto (25); Retail Sales (25);BoC Rate Decision (25); Monetary Policy Report (26); BoC Carney Speaks (27); ;EUROPE; ; Britain: Loans for House Purchase (25); Current Account (25); CBI Business Optimism (26); CBI Reported Sales (27);Consumer Confidence (27); ; Switzerland: Consumption Indicator (25); Leading Indicators (28); ; EURO-ZONE; ECB Bank Lending Survey (26); M3 (27); Business Climate(27); Consumer Confidence (27); Economic Confidence (27); ;Germany: Consumer Confidence (25); Retail Sales (27);Consumer Prices (28); Import Prices (28); :France: ; Job Seekers (26); Consumer Spending (28); : Italy: Retail Sales (25);Consumer Confidence (25); Business Confidence (26); ;---ASIA, PACIFIC:---Japan: Retail Trade (26); Stocks, Bonds Net Selling (26); BoJ Rate Decision (27); Household Spending (27);Unemployment Rate (27); Consumer Prices (27); Industrial Production(27); Vehicle Production (28); ; Australia: Consumer Prices (26); ; New Zealand; Business Confidence (26); RBNZ Rate Decision (26); Trade Balance (26); :China: Leading Index (27); Industrial Profits (27)
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EURO CRISIS : EU SIGNALS MORE DELAYS !

EU Signals Fund Leverage Needs More Talks - Bloomberg: EU Signals Fund Leverage Needs More Talks

EURO CRISIS : ITALY, SPAIN MAY BEAR BRUNT OF CAPITAL PLAN !

Italy, Spain May Bear Brunt of Capital Plan - Bloomberg: Italy, Spain May Bear Brunt of Capital Plan

EURO CRISIS : U.K. PARLIAMENT REJECTS REFERENDUM ON EU MEMBERSHIP !

Parliament rejects referendum on EU membership | Reuters: Parliament rejects referendum on EU membership

EURO CRISE : LA FRANCE BIENTÔT EN RÉCESSION ?

Indice PMI : forte contraction du secteur priv�en octobre dans la zone euro, l'Allemagne et la France touch�s: La France bient�t en r�cession ?

EURO CRISE : L' ITALIE FAIT TREMBLER L' EUROPE !

Le risque italien commence �faire trembler l'Europe: Le risque italien commence �faire trembler l'Europe

lundi, octobre 24, 2011

EURO CRISIS : EUROPE 'S GROWTH AT MERCY OF DEBT POLITICS !

Analysis - Europe's growth outlook at mercy of debt politics | Reuters: Analysis - Europe's growth outlook at mercy of debt politics

EURO CRISE : ITALY : BERLUSCONI SOUS LA PRESSION DE MERKEL !

Crise de la zone euro : Berlusconi veut mettre l'Italie �sa botte: Crise de la zone euro : Berlusconi veut mettre l'Italie �sa botte

EURO CRISIS : BANKS SQUABBLE WITH EU ON SIZE OF DEBT LOSSES

Banks Squabble With EU On Size of Debt Losses - Bloomberg: Banks Squabble With EU On Size of Debt Losses

"The financial companies, represented by the Institute of International Finance, proposed a loss of 40 percent on Greek debt, said one of the people, who declined to be identified because talks are confidential. The European Union is calling on investors to forfeit as much as 60 percent, making a compromise at 50 percent possible, the person said"

WORLD CRISIS : CHINA, INDIA PROTESTERS ARE THE REAL 99% !

China, India Protesters Are the Real ‘99 Percent’: Pankaj Mishra - Bloomberg: China, India Protesters Are the Real ‘99 Percent’: Pankaj Mishra;

***Sun Liping, a professor of sociology at Beijing’s Tsinghua University, told Bloomberg News that China this year has had an estimated 180,000 “mass incidents” in 2010, double the number in 2006.***

MÉXICO : INFLACIÓN SE ACELERA POR TARIFAS ELÉCTRICAS

ACTUALIZA 3-Inflaci�n M�xico se acelera por tarifas el�ctricas | Titulares | Reuters: ACTUALIZA 3-Inflaci�n M�xico se acelera por tarifas el�ctricas

MÉXICO ¿CÓMO VA HOY? (Lunes, oct. 24, 2011)

MERCADOS MEXICANOS-�Qu�dicen los analistas? 24 de octubre | Titulares | Reuters: MERCADOS MEXICANOS-�Qu�dicen los analistas? 24 de octubre

EURO CRISIS : ECB SAYS ....BANKS' EMERGENCY BORROWING UP, UP!!

ECB Says Banks’ Emergency Borrowing Jumped to 4.6 Billion Euros - Bloomberg: ECB Says Banks’ Emergency Borrowing Jumped to 4.6 Billion Euros

EURO CRISIS : EU RULES OUT ECB HELP !..SARKOZY FAILS ! !

EU Rules Out ECB Help in Boosting Fund - Bloomberg: EU Rules Out ECB Help in Boosting Fund

EURO CRISIS : EU RULES OUT ECB HELP

EU Rules Out ECB Help in Boosting Fund - Bloomberg: EU Rules Out ECB Help in Boosting Fund

EURO CRISIS : SARKOZY YIELDS, MERKEL WINS !...FOR NOW!

Sarkozy yields on ECB crisis role, pressure on Italy | Reuters: Sarkozy yields on ECB crisis role, pressure on Italy

EURO CRISIS : EUROPE NOT THE U.S. MATTERS NOW!....A GOOD THING?

This is a story about Europe. Surprise! -- The Buzz - Oct. 21, 2011: This is a story about Europe. Surprise!

EURO CRISE : SOMMET : MERKEL IMPOSE L' EUROPE ALLEMANDE !

Sommet europ�en: Sommet de Bruxelles : Merkel impose l'Europe allemande

dimanche, octobre 23, 2011

WORLD ECONOMY (Weekly Agenda Oct. 24--28, 2011)

AHEAD OF THE CURVE!
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(Oct. 24 -- 28, 2011)
WORLD: ; NORTH AMÉRICA: ***United States: Chicago Fed (24); Case/Schiller Home Prices (25); Consumer Confidence (25); House Prices (25); Richmond Fed Manufacturing (25); Mortgage Applications (26); Durable Goods (26);New Home Sales (26); DOE Oil Inventories (26); GDP 3q-A (27); Personal Consumption (27); Weekly Jobless (27); Bloomberg Consumer Comfort (27); Pending Home Sales (27); Personal Income (28); Personal Spending (28); Personal Consumption Expenditure Deflator (28); U. of Mich Confidence (28); ; México; Consumer Prices Oct. 1º Half (24); Trade Balance (24); Global Activity Economic Indicator (27); Manufacturing (28); Economic Activity by State (28); BANXICO's Rate Decision Minutes (28); ;Canada; Fisher, Carstens Speak in Toronto (25); Retail Sales (25); BoC Rate Decision (25); Monetary Policy Report (26); BoC Carney Speaks (27); ;EUROPE; ; Britain: Loans for House Purchase (25); Current Account (25); CBI Business Optimism (26); CBI Reported Sales (27);Consumer Confidence (27); ; Switzerland: Consumption Indicator (25); Leading Indicators (28); ; EURO-ZONE; Manufacturing PMI (24); Industrial New Orders (24); ECB Bank Lending Survey (26); M3 (27); Business Climate (27); Consumer Confidence (27); Economic Confidence (27); ;Germany: Manufacturing PMI (24); Consumer Confidence (25); Retail Sales (27); Consumer Prices (28); Import Prices (28); :France: Manufacturing PMI (24); Job Seekers (26); Consumer Spending (28); : Italy: Retail Sales (25);Consumer Confidence (25); Business Confidence (26); ;---ASIA, PACIFIC:---Japan: Trade Balance (Sunday 23); Retail Trade (26); Stocks, Bonds Net Selling (26); BoJ Rate Decision (27); Household Spending (27); Unemployment Rate (27); Consumer Prices (27); Industrial Production (27); Vehicle Production (28); ; Australia: Producer Prices (24); Leading Index (24); Consumer Prices (26); ; New Zealand; Consumer Prices (24); Business Confidence (26); RBNZ Rate Decision (26); Trade Balance (26); :China: HSBC China Manufacturing PMI (Sunday 23);Leading Index (27); Industrial Profits (27)
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