WORLD ECONOMY (Weekly Agenda Nov. 28 — Dic. 02, 2011)

AHEAD OF THE CURVE!

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(Nov. 28 — Dic. 02, 2011)

WORLD:  ; NORTH AMÉRICA: ***United States: New Home Sales (28); FED’s Yellen Speaks (29); Schiller Home Price Index (29); Consumer Confidence (29); House Prices (29);FED’s Kocherlakota Speaks (30); FED’s Beige Book (30); MBA Mortgage Applications (30); ADP Employment Change (30); Productivity (30); Chicago PMI (30); Pending Home Sales (30); DOE Oil Inventories (30); Weekly Jobless (01); Construction Spending (01); ISM Manufacturing (01); Vehicle Sales 801), ICSC Chain Store Sales (02); Unemployment Rate (02);     ; México; Manufacturing (28); Construction (30); Mines and Metals Industry (30); Private Sector’s Economy Specialists Expectations Survey (01); Family Remittances (01); Manufacturing PMI (02); Producer Confidence (02); Factory Orders (02); BANXICO’s  Rate Decision (02);   ;Canada;  Current Account (29); BoC Murray Speaks (30); Raw Materials Prices (30); GDP (30); Unemployment Rate (02) ;EUROPE; OECD Nov. Economic Outlook (28);   ;Britain: Hometrack Housing Survey (28); CBI Reported Sales (28); House Prices (29); Consumer Credit (29); Lending on Dwellings (29); Mortgage Approvals (29); M4 (29); Osborne Statement to Commons (29); Consumer Confidence (30); PMI Manufacturing (01); Halifax House Prices (02); PMI Construction (01);    ; Switzerland: Consumption Indicator (29); Leading Indicators (30); GDP (01); SVME-PMI (01); Retail Sales (02);   ; EURO-ZONE; M3 (28); Business Climate Indicator (29); Consumer Confidence (29); Economic Confidence (29); ECB Stark Speaks (30); PMI Manufacturing (01);  Consumer Prices Estimate (30); Unemployment Rate (30); PMI Manufacturing (01); Producer Prices (02);     ;Germany: Consumer Confidence (28); Consumer Prices (29); Retail Sales (29); Unemployment Rate (30); PMI Manufacturing (091);   :France: Jobseekers (28); Producer Prices (30); Consumer Spending (30); ILO Unemployment Rate (01); PMI Manufacturing (01);  :Italy: Business Confidence (28);   Consumer Credit (29); Unemployment Rate (30); Consumer Prices (30); Producer Prices (30); Budget Balance (01);   ;—ASIA, PACIFIC:—Japan: Household Spending (28); Unemployment Rate (28); Retail Sales (28); Manufacturing PMI (29); Industrial Production (29); Labor Cash Earnings (30); Vehicle Production (30); Construction Orders (30); Housing Starts (30); Stocks and Bonds Net Buying, Selling (30); Monetary Base (01); Capital Spending (01);     ; Australia: New Home Sales (29); Private Sector Credit (30); Private Capital Expenditure ((30); Manufacturing (30);Retail Sales (01); Building Approvals (02);   ; New Zealand; Business Confidence (28); Activity Outlook (28);Building permits (29); Terms of Trade (30); Commodity Prices (01);   :China: Leading Index (27); Services PMI (02);  ;  

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EURO CRISIS : "AWFUL" ITALY DEBT SALE HEIGHTENS STRESS !

Awful Italy debt sale heightens euro zone stress | Reuters: "Awful" Italy debt sale heightens euro zone stress

EURO CRISIS : AND NOW S&P DOWNGRADES BELGIUM !

S&P downgrades Belgium to AA on funding pressures | Reuters: S&P downgrades Belgium to AA on funding pressures

EURO CRISE : LONDRES SE PRÉPARE DÉJÀ À LA FIN DE LA ZONE EURO !

Eclatement de la zone euro : Londres se pr�pare �la fin de la zone euro, mais les "plans" sont flous: Eclatement de la zone euro : "c'est comme essayer de d�faire une omelette"

WORLD CRISIS : ANOTHER AWFUL WEEK FOR STOCKS...THANKS, EUROPE !

Market Report - Nov. 25, 2011 - CNNMoney: Another awful week for stocks. Thanks, Europe!

EURO CRISIS : ITALY BACK IN DANGER ZONE !

Italian bond yields soar - Nov. 25, 2011: Italian bond yields back in the danger zone

MÉXICO : BAJA EL DESEMPLEO A 4.83% !...O.K.!

ACTUALIZA 1-Tasa de desempleo de M�xico cae en octubre | Titulares | Reuters: ACTUALIZA 1-Tasa de desempleo de M�xico cae en octubre

MÉXICO : DÉFICIT CUENTA CORRIENTE....O.K. !

ACTUALIZA 1-D�ficit cta corriente M�xico se abulta 3er trimestre | Titulares | Reuters: ACTUALIZA 1-D�ficit cta corriente M�xico se abulta 3er trimestre

MÉXICO ¿CÓMO VA HOY? (Viernes, nov. 25, 2011)

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

WORLD CRISIS : HUNGARY CREDIT RATING.....JUNK ! : MOODY'S

Hungary Credit Rating Cut to Junk at Moody’s - Bloomberg: Hungary Credit Rating Cut to Junk at Moody’s

WORLD CRISIS : LABOR WOES SEND SHUDDER THROUGH CHINA !

Labor woes send shudder through Beijing - CNN.com: Labor woes send shudder through Beijing

CRISE MONDIALE : LA HONGRIE "JUNK"......DÉGRADÉ PAR MOODY'S !

Moody's fait passer la note hongroise en cat�gorie sp�culative: Moody's a d�grad�la note de la Hongrie

EURO CRISIS : MERKEL REJECTS EURO BONDS AGAIN !

Merkel Rejects Euro Bonds Again After Auction - Bloomberg: Merkel Rejects Euro Bonds Again After Auction

EURO CRISIS : FITCH DÉGRADE LE PORTUGAL !

Fitch d�grade la note du Portugal: Fitch d�grade la note du Portugal

MÉXICO ¿CÓMO VA HOY? (Jueves, nov. 24, 2011)

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

EURO CRISIS : PORTUGAL RATING?....JUNK! : FITCH !

Portugal’s Credit Rating Cut to Junk by Fitch - Bloomberg: Portugal’s Credit Rating Cut to Junk by Fitch

EURO CRISIS : PORTUGAL BRACES FOR GENERAL STRIKE !

Portugal Braces for General Strike on Austerity - Bloomberg: Portugal Braces for General Strike on Austerity

EURO CRISIS : RISK GROWING A COUNTRY WILL QUIT : MILES !

Risk is Growing That a Country Will Quit Euro: Miles - Bloomberg: Risk is Growing That a Country Will Quit Euro: Miles

WORLD CRISIS : ECONOMY COUNTS COST OF EURO ZONE WOES!

Analysis: World economy counts cost of euro zone dithering | Reuters: Analysis: World economy counts cost of euro zone dithering

WORLD CRISIS : CHINA 'S LABOR UNREST FLARES !

China labor unrest flares as orders fall - CNN.com: China labor unrest flares as orders fall

EURO CRISE : LA NOTE DU JAPON ?.....DANS LE COLLIMATEUR DE S&P !

Standard and Poor's envisage d'abaisser la note souveraine du Japon: La note du Japon est dans le collimateur de S&P

EURO CRISE : LA ZONE EURO SERAIT DÉJÀ EN RÉCESSION !

En Zone euro, la r�cession est d�j�l�: La zone euro serait d�j�entr�e en r�cession

WORLD CRISIS : U.S. STRESS TESTS....52% STOCKS PLUNGE, 13% JOBLESS, 8% GDP FALL ?

Fed Seeks to Bolster Confidence in 31 Largest U.S. Banks With Stress Tests - Bloomberg: Fed Seeks to Bolster Confidence in 31 Largest U.S. Banks With Stress Tests

EURO CRISIS : GERMANY 'S AUCTION STIRS CONCERNS !

Germany’s Auction ‘Disaster’ Stirs Crisis Concern - Bloomberg: Germany’s Auction ‘Disaster’ Stirs Crisis Concern

WORLD CRISIS : GLOBAL STOCKS, EURO SLUMP ON RECESSION WORRIES !

Global stocks, euro at 6-week lows on recession worries | Reuters: Global stocks, euro at 6-week lows on recession worries

EURO CRISIS : CREDIT CONFIDENCE IN GERMANY ?....SHAKEN !

Disastrous bond sale shakes confidence in Germany | Reuters: "Disastrous" bond sale shakes confidence in Germany

EURO CRISIS : GERMAN DEBT SALE...A "DISASTER" !

Eurobonds' yields rose after weak German debt sale - Nov. 23, 2011: Weak German debt sale is a 'disaster' for Europe

WORLD CRISIS : CHINA 'S MANUFACTURING SLUMPS TO A 32-MONTH LOW !

HSBC report: China PMI for manufacturing at 32-month low - Nov. 23, 2011: China manufacturing slows to 32-month low

EURO CRISE : ÉMMISSION ALLEMANDE ...."UN DÉSASTRE COMPLET"

Emission obligataire allemande : "un d�sastre complet, absolu": Emission obligataire allemande : "un d�sastre complet, absolu"

EURO CRISIS : AHORA ALEMANIA EN LA MIRA !...About Time!

Euro cae, d�bil subasta deuda alemana pesa en sentimiento | Titulares | Reuters: Euro cae, d�bil subasta deuda alemana pesa en sentimiento

MÉXICO ¿CÓMO VA HOY? (Miércoles, nov. 23, 2011)

MERCADOS MEXICANOS-�Qu�dicen los analistas? 23 de noviembre | Titulares | Reuters: MERCADOS MEXICANOS-�Qu�dicen los analistas? 23 de noviembre

EURO CRISIS : MANUFACTURING, SERVICES CONTRACT !

Euro-Region Manufacturing, Services Contract - Bloomberg: Euro-Region Manufacturing, Services Contract

WORLD CRISIS : JAPAN 'S STARK ECONOMIC CHOICES !

Analysis: Stark choices face Japan Inc, sick man of Asia | Reuters: Analysis: Stark choices face Japan Inc, sick man of Asia

WORLD CRISIS : CHINA 'S FACTORY ACTIVITY SLUMPS !

China November factory activity slumps to 32-month low | Reuters: China November factory activity slumps to 32-month low

EURO CRISIS : SPAIN 'S BONDS SIGNAL TOUGH ROAD AHEAD !

Spain's new government hasn't brought down bond yields - Nov. 22, 2011: Spanish bonds signal tough road ahead

CRISE MONDIALE : CHINE : LE SECTEUR MANUFACTURIER S'EST CONTRACTÉ !

Chine : l'activit�industrielle s'est contract�e �son niveau le plus bas depuis 2009: Chine : le secteur manufacturier s'est nettement contract�

WORLD CRISIS : U.S. 50% ODDS OF RECESSION !

Pimco’s El-Erian Says U.S. Economic Setting ‘Terrifying’ - Businessweek: Pimco’s El-Erian Says U.S. Economic Setting ‘Terrifying’

WORLD CRISIS : IS THE U.S. ECONOMY O.K.?

Why I’m Thankful for America’s Future - Businessweek: Why I’m Thankful for America’s Future

WORLD CRISIS : IMF BEEFS UP LENDING TOOLS !

IMF beefs up lending tools as debt crisis spreads | Reuters: IMF beefs up lending tools as debt crisis spreads

EURO CRISE : LES INVESTISSEURS AMÉRICAINS FUIENT LES BANQUES EUROPÉENNES !

Les investisseurs am�ricains fuient les banques europ�ennes: Les investisseurs am�ricains fuient les banques europ�ennes

MEXICAN PESO STRENGTHENS FROM 7-WEEK LOW ON GDP !

Mexico Peso Strengthens From Seven-Week Low on Faster-Than-Forecast Growth - Bloomberg: Mexico Peso Strengthens From Seven-Week Low on Faster-Than-Forecast Growth

EURO CRISIS : TREATY CHANGES ?

Paris, Berlin to propose EU treaty changes - Sarkozy | Reuters: Paris, Berlin to propose EU treaty changes - Sarkozy

PESO MEXICANO : MÉXICO CRECE MÁS DE LO ESPERADO !

ACTUALIZA 3-PIB M�xico crece m�s de lo esperado en 3er trimestr | Titulares | Reuters: ACTUALIZA 3-PIB M�xico crece m�s de lo esperado en 3er trimestr

MÉXICO ¿CÓMO VA HOY? (Martes, nov. 22, 2011)

MERCADOS MEXICANOS-�Qu�dicen los analistas? 22 de noviembre | Titulares | Reuters: MERCADOS MEXICANOS-�Qu�dicen los analistas? 22 de noviembre

WORLD ECONOMY (Weekly Agenda Nov. 22 — 25, 2011)

AHEAD OF THE CURVE!

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(Nov. 22 — 25, 2011)

WORLD:  ; NORTH AMÉRICA: ***United States:  GDP 3Q s (22); Personal Consumption (22); Personal Consumption Expenditure (22); Richmond Fed Manufacturing Index (22); FED’s Kocherlakota Speaks (22); FED Minutes (22); MBA Mortgage Applications (23); Durable Goods (23); Personal Income (23); Personal Spending (23); Personal Consumption Expenditure Deflator (23); Personal Consumption Expenditure (23); Weeky Jobless (23); U. of Mich. Confidence (23); DOE Oil Inventories (23);    ;México; GDP  (Constant Prices ) (22);Economic Activity Global Indicator IGAE (22); Retail Sales (23); Services (23); Inflation Nov. 1º Half (24); Trade Balance (24);  Unemployment Rate (25); GDP (Current Prices (25); Current Account (25);   ;Canada; Retail Sales (22);  ;EUROPE;  ; Britain:  Public Finances (22); Bank of England Minutes (23); Loans for House Purchases (23); GDP (24):  Gross Fixed Capital (24); CBI Trends (24); Index of Services (24);   ; Switzerland:  Trade Balance (22);     ; EURO-ZONE;  Consumer Confidence (22); Manufacturing PMI (23); Services PMI(23); Composite PMI (23); Industrial New Orders (23);    ;Germany: Manufacturing PMI (23); Services PMI (23);GDP (24); Exports (24); Capital Investment (24);Business Climate (24); Current Assessment (24); Expectations (24); Import Prices (25);   :France: Business Confidence (23); Manufacturing PMI (23); Services PMI (23); Consumer Confidence (25); : Italy: Consumer Confidence (24); Retail Sales (25);  ;—ASIA, PACIFIC:—Japan:Consumer Prices (24); Stocks and Bonds Buying and Selling (24);    ; Australia: Leading Index (22);  ; New Zealand; RBNZ 2-Year Inflation Expectation (22); Trade Balance (23);   :China: HSBC Manufacturing PMI (23); Leading Index(25)  ;  

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WORLD CRISIS : U.S. 60% TO 70% ODDS OF RECESSION : BARTON BIGGS

Barton Biggs Sees 60% to 70% Odds of Recession - Bloomberg: Barton Biggs Sees 60% to 70% Odds of Recession

EURO CRISIS : FRANCE 'S AAA STATUS IN TATTERS !

France’s AAA Status in Tatters as Yields Surge - Bloomberg: France’s AAA Status in Tatters as Yields Surge

WORLD CRISIS : U.S. LAWMAKERS ABANDON DEFICIT-CUTTING EFFORT !

WORLD CRISIS : U.S. "SUPER COMMITTEE" FAILURE!....WHAT'S NEXT?

What's next after 'super committee' failure? - CNN.com: What's next after 'super committee' failure?

EURO CRISE : FRANCE : LES ENTREPRISES HAPPÉES PAR LA RÉCESSION ?

France : risque d'une nouvelle r�cession: Les entreprises happ�es par la r�cession

WORLD CRISIS : INVESTORS FLOCK TO BIGGEST HEDGE FUNDS !

Investors Flock to Biggest Hedge Funds - Bloomberg: Investors Flock to Biggest Hedge Funds

WORLD CRISIS : GLOBAL ECONOMIC OUTLOOK GRIM : CHINA

UPDATE 5-Global economic outlook grim, China tells U.S. trade | Reuters: UPDATE 5-Global economic outlook grim, China tells U.S. trade

WORLD CRISIS : MARKETS SLAMMED BY BOND WARNING !

World markets tumble - Nov. 21, 2011: World markets slammed by bond warning

EURO CRISE : LE RISQUE POLITIQUE FAIT PLONGER LES BOURSES! !

Le risque politique fait plonger le CAC 40 et l'ensemble des Bourses europ�ennes: Le risque politique fait plonger les Bourses europ�ennes

WORLD CRISIS : JAPAN 'S EXPORTS DECLINE !

Japanese Exports Decline as China Sees Prolonged Global Slowdown: Economy - Bloomberg: Japanese Exports Decline as China Sees Prolonged Global Slowdown: Economy

WORLD CRISIS : FOREIGN BANKS DOUBLE DOLLAR DEPOSITS AT FED !

Foreign Banks Double Dollar Deposits at Fed - Bloomberg: Foreign Banks Double Dollar Deposits at Fed

EURO CRISIS : MOODY'S WARNS ON FRENCH RATING !

Moody's warns on French rating outlook | Reuters: Moody's warns on French rating outlook

WORLD ECONOMY (Weekly Agenda Nov. 21 — 25, 2011)

AHEAD OF THE CURVE!

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(Nov. 21 — 25, 2011)

WORLD:  ; NORTH AMÉRICA: ***United States: Chicago FED Nat. Activity (21); Existing Home Sales (21); FED’s Lockhart Speaks (21); GDP 3Q s (22); Personal Consumption (22); Personal Consumption Expenditure (22); Richmond Fed Manufacturing Index (22); FED’s Kocherlakota Speaks (22); FED Minutes (22); MBA Mortgage Applications (23); Durable Goods (23); Personal Income (23); Personal Spending (23); Personal Consumption Expenditure Deflator (23); Personal Consumption Expenditure (23); Weeky Jobless (23); U. of Mich. Confidence (23); DOE Oil Inventories (23);    ;México; GDP  (Constant Prices ) (22);Economic Activity Global Indicator IGAE (22); Retail Sales (23); Services (23); Inflation Nov. 1º Half (24); Trade Balance (24);  Unemployment Rate (25); GDP (Current Prices (25); Current Account (25);   ;Canada; Wholesale Sales (21); Retail Sales (22);  ;EUROPE;  ; Britain: Rightmove House Prices (21); Public Finances (22); Bank of England Minutes (23); Loans for House Purchases (23); GDP (24):  Gross Fixed Capital (24); CBI Trends (24); Index of Services (24);   ; Switzerland: M3 (21); Trade Balance (22);     ; EURO-ZONE; Current Account (21); Consumer Confidence (22); Manufacturing PMI (23); Services PMI (23); Composite PMI (23); Industrial New Orders (23);    ;Germany: Manufacturing PMI (23); Services PMI (23); GDP (24); Exports (24); Capital Investment (24); Business Climate (24); Current Assessment (24); Expectations (24); Import Prices (25);   :France: Business Confidence (23); Manufacturing PMI (23); Services PMI (23); Consumer Confidence (25); : Italy: Consumer Confidence (24); Retail Sales (25);  ;—ASIA, PACIFIC:—Japan: Trade Balance (Sunday 20); All Industry Activity Index (21); Coincident and Leading Indexes (21); Consumer Prices (24); Stocks and Bonds Buying and Selling (24);    ; Australia: Leading Index (22);  ; New Zealand; Credit Card Spending (21); RBNZ 2-Year Inflation Expectation (22); Trade Balance (23);   :China: HSBC Manufacturing PMI (23); Leading Index (25)  ;  

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U.S. ECONOMY THIS WEEK (Agenda, Nov. 21--25, 2011)

Consumer Spending Probably Rose in October: U.S. Economy Preview - Bloomberg: Consumer Spending Probably Rose in October: U.S. Economy Preview

EURO CRISE : DE SÉRIEUX DOUTES SUR LE "TRIPLE A" DE LA FRANCE : MOODY'S

Moody's �met des doutes sur le "triple A" (AAA) de la France: Moody's �met de s�rieux doutes sur le "triple A" de la France

MÉXICO ESTA SEMANA (Agenda, nov. 21-25, 2011)

MERCADOS MEXICANOS-Seguir�an operando en rangos en semana corta | Negocios | Reuters: MERCADOS MEXICANOS-Seguir�an operando en rangos en semana corta