Santo Contra el Rey del Crimen

octubre 1, 2012 § Deja un comentario

Conforme nos acercamos a las elecciones presidenciales americanas, solo existen noticias positivas (manipuladas?). El miércoles se tiene el primer debate presidencial, casualmente el miércoles se publican los datos mas recientes de desempleo. Sin duda un dato positivo este miercoles seria una muy buena y oportuna noticia para el candidato que actualmente ocupa la presidencia. No solo en México…

La noticia económica del día de hoy (Via Bloomberg).

Manufacturing in U.S. Expands Unexpectedly as Orders Rise

Manufacturing in the U.S. unexpectedly expanded in September, indicating the industry is stabilizing after three months of contraction.

http://www.bloomberg.com/news/2012-10-01/ism-index-of-u-s-manufacturing-increased-to-51-5-in-september.html

Mientras que las noticias económicas sin importancia.

Eurozone manufacturing downturn eases further

from Markit Economics

At 46.1 in September, the headline seasonally adjusted Markit Final Eurozone Manufacturing PMI posted below the neutral 50.0 mark for the fourteenth successive month. Although the PMI rose to a six-month peak – up from 45.1 in August and above the earlier flash estimate of 46.0 – its average over Q3 2012 as a whole was only 45.1. This was below the prior quarter’s 45.4 and the weakest outcome since Q2 2009.

http://www.markit.com/assets/en/docs/commentary/markit-economics/2012/oct/EZ_Manufacturing_ENG_1210_PR.pdf

UK Manufacturing PMI edges lower

from Markit Economics

The downturn in UK manufacturing production extended into its third successive month in September, as order inflows remained lacklustre and job losses continued to mount.

Key points:

  • Manufacturing PMI down to 48.4 in September
  • Production falls as new export orders decline
  • Cost inflation spikes on oil and food price increases

http://www.markit.com/assets/en/docs/commentary/markit-economics/2012/oct/GB_Manufacturing_ENG_1210_PR.pdf

Chinese manufacturing output falls at fastest pace since March

from Markit Economics

Data in September signalled a stronger decline in Chinese manufacturing output, as the volume of new orders fell for the eleventh consecutive month. New export orders declined at the sharpest rate in 42 months amid reports of weak international demand, while lower workloads were linked to a fall in backlogs of work.

http://www.markit.com/assets/en/docs/commentary/markit-economics/2012/oct/CN_Manufacturing_ENG_1210_PR.pdf

Japan

From Markit Economics

Manufacturing output falls sharply as exporters suffer from strong yen and falling demand

  • Manufacturing output falls sharply for second month running in August
  • PMI indicates further downturn in September
  • Downturn led by falling exports

http://www.markit.com/assets/en/docs/commentary/markit-economics/2012/sep/Japan_manu_12_09_28.pdf

Santo Contra la Magia Negra [Economic Decoupling]

mayo 25, 2012 § Deja un comentario

Economists cut India growth forecasts

Goldman Sachs and Bank of America Merrill Lynch became the latest global banks to downgrade India’s economic growth outlook on Friday, in a sign that the sharp slowdown affecting Asia’s third-largest economy is worsening.

Goldman cut India’s growth estimates to 6.6 per cent from 7.2 per cent for the fiscal year ending in March 2013, while BofA revised its forecast to 6.5 per cent from 6.8 per cent for the same period.

The two join Morgan Stanley, which revised its annual outlook for India’s economic growth to 6.3 per cent this week, blaming parliamentary deadlock for its downward revision. New Delhi is due to release its latest growth figures next Thursday.

http://www.ft.com/intl/cms/s/0/e88c7f1c-a63d-11e1-9453-00144feabdc0.html#axzz1vuVHHCZO

Entonces, Inglaterra, Francia, Italia, Espania, Japon, Brazil, China e India en des-aceleracion económica mientras que Estados Unidos reduce desempleo y crece económicamente.

Buen fin de semana!

Australia, el canario en la mina?

noviembre 23, 2011 § Deja un comentario

La importancia de seguir los mercados de deuda. A continuación anexo la curva de rendimientos de Australia – la cual esta totalmente invertida.

El motivo?

Manufacturing weakness signalled as China PMI slumps to 32-month low

Flash PMI™ survey data released today showed operating conditions deteriorating in November at the steepest rate since March 2009. This was signalled by a drop in the headline PMI from 51.0 in October to 48.0, which was the largest fall in the index since November 2008. The slump in the headline PMI marks a reversal of the promising, albeit modest, rebound in manufacturing sector growth registered last month. The survey suggests that economic growth will have slowed in the fourth quarter, and raises the likelihood of more robust policy easing by the Chinese authorities in the months ahead.

http://www.markit.com

¿Dónde estoy?

Actualmente estás explorando la categoría Asia en DIARIO DE R. GUZMAN HUERTA EN WALL STREET ARENA.

A %d blogueros les gusta esto: