martedì 15 giugno 2010

Lo cerco ma non lo trovo....


Un DATO positivo o sopra le attese.
LO CERCO MA NON LO TROVO....
Mentre le borse IMPERMEABILI continuano a salire a stecca.
QUI c'è da farsi male.....
Magari mi è sfuggito qualcosa.
Ditemi voi.....

Mercato auto: ancora in calo a maggio in Europa
Nel complesso dei Paesi dell’Unione Europea allargata e dell’EFTA le auto immatricolate si attestano a poco meno di 1.165.000 nel mese, con una contrazione dell’8,7% rispetto a maggio dello scorso anno (Ndr -8,7% rispetto al dato già minimale ed in piena crisi del maggio scorso)

EU Draft Says Spain And Portugal Need Far More Deficit Cuts, Warns Of Debt "Snowball" Effect, Sends Portuguese Spreads Wider

Libor Rises Again, As European Jitters Resume, Europe Blasts Moody's Downgrade; ECB Now To Impose 5% Haircut On Greek Collateralized Bonds

9 Reasons Spain Is A Dead Economy Walking

Us market mover: Manifattura St. di New York di giugno a 19,57, sotto attese
Separate data showed New York manufacturers saw business conditions improve in June, according to the Federal Reserve Bank of New York's Empire Manufacturing Survey released Tuesday.
The Empire State's business conditions index increased to 19.57 this month, from 19.11 in May.
However, the reading was slightly below the expected reading of 20.0, and it showed some slowdown in the gains made in the labor markets this month.
The index for employment remained positive, but slipped to 12.35 from 22.37 in May.
The workweek jumped to 8.64, from a zero reading in May.
That suggests businesses are choosing to work existing workers longer rather than hire many more new employees....


Bernstein rivede al ribasso l´eps 2010 di Citigroup e Jp Morgan


Usa:-0,5%m/m per l´indice Redbook nelle prime due settimane di giugno (vendite al dettaglio dunque consumi)
Macro Usa: in calo le vendite al dettaglio nelle prime due settimane di giugno

UK Bank CDS Show Signs Of New Worries Over Eurozone Crisis

In arrivo uno stop europeo alle vendite allo scoperto?
Le vendite allo scoperto sono condannate a sparire? Forse sì. Ma vediamo cosa sta succedendo.

Deutsche Bank: Heck Yeah We're Betting Against Spain

It's Official: Fed Governors Are Starting To Worry About A Double Dip

SEMPRE PIU' VICINI AL DOUBLE-DIP NELL'IMMOBILIARE USA
Economic Report: Home builders' index dives after tax break expires
WASHINGTON (MarketWatch) -- Sentiment among U.S. home builders retreated in June after a tax break for home buyers expired, according to a monthly survey released Tuesday by the National Association of Home Builders.
The housing market index dived to 17 in June from 22 in May, the NAHB reported.
All three components of the index fell in June, and home builders were more discouraged in all four regions of the country.
The index was lower than the 21
that was expected by economists surveyed by MarketWatch, and was the lowest since it hit 15 in March.
The five-point drop was the most since November 2008.

Us market mover: indice Nahb giugno in calo a 17 punti
NAHB Builder Confidence declines sharply in June
La fiducia dei costruttori edili cala fortemente negli USA
L'indice NAHB/Wells Fargo è calato questo mese a 17 punti.

l'Oro continua a salire....Bene Rifugio....
Oro: fixing in rialzo a 1225 dollari all'oncia

Best Buy shares hit on profit, sales shortfall
...Shares of Best Buy Co. fell sharply Tuesday after the the largest U.S. electronics retailer reported a smaller-than-forecast increase in fiscal first-quarter profit and sales, as declining prices of flat panel televisions limited gains in the U.S. and soft consumer spending dented results in Canada.

Fitch slashes BP rating to BBB from AA

Morgan Stanley admits April and May losses much higher than expected. Start of a trend?

Greek Junk Bond Contagion Will Now Hit Other PIIGS

Germania: Zew aspettative economiche crolla a 28,7 punti a giugno

Rosenberg: Are These Two Charts Showing A Sudden Stop In Economic Growth?

(in questo modo potete farvi anche un'idea dell'ENORME MOLE di lavoro di ricerca quodiana che comporta un BLOG come il mio....Quello che vedete è SOLO UNA PICCOLA FRAZIONE della dose quotidiana....).

Le altre "BELLE NOTIZIE" le potete trovare negli articoli precedenti.
EVIDENTEMENTE mi sta sfuggendo qualche cosa....
Forse dobbiamo credere alla spiegazione ufficiale dell'INFLAZIONE USA ADDOMESTICATA E SOTTO ALLE ATTESE ? (= tassi a zero per lungo tempo = coca&champagne per i coca-cow-boys?).
US Stocks Open Higher, Boosted By Tame Inflation Data; DJIA Up 86
.....The gains came as European stock markets were higher and the euro was steady. U.S. stocks were bolstered after the Labor Department said import prices fell 0.6% in May from April, marking the biggest drop in almost a year. That followed a 1.1% gain in April, which was revised up from an originally reported 0.9% increase. Economists surveyed by Dow Jones Newswires were expecting import prices to drop by 1.2%. Import prices were up 8.6% from May 2009, a strong slowdown from April's 11.1% year-on-year increase....

Intanto per l'ennesima volta consecutiva l'FTSE MIB italiano schizza a +2.15% da -1,3% di stamattina: un'escursione di +700 punti in una sola seduta!
Era da un po' che non vedevo un Toro Drogato così pimpante e mi fa paura....